Sales teams rely on a variety of tools so they can focus on what they do best—building relationships and closing deals. But these tools can sometimes become roadblocks to productivity. Searching inboxes for that perfect email pitch or sifting through tons of data in cumbersome CRM software are common activities that take time away from focusing on generating leads and converting them to customers.
So how can you build a process that truly supports your sales team? Trello can help you break the cycle of unproductive sales activities, manage your team’s workload more effectively, and motivate action by getting everyone on the same page:
Because a sales team’s responsibilities don’t end when a card is moved to the “Won” list, Trello is here to support the entire sales cycle, including integrations with other key tools like Salesforce, Google Drive, and Slack to keep all its moving parts in line. And when things start moving fast, Trello is there with mobile and offline support to make it as easy as possible for teams to access and update deal details.
Our own sales team at Trello uses these boards to nurture leads, close deals, and to guide the customer through their onboarding journey. Get inspired, copy the boards, and make them your own!
Create a sales pipeline adaptable to your team’s needs.
Coordinate contract and security reviews with your Legal and IT Departments without email.
Enable seamless customer onboarding by inviting new customers to a shared Trello board.
Improve customer success by having an organized and collaborative way to manage feature requests.
Make sure your Sales Team has access to everything they need to succeed, all within a collaborative space.
Learn how your sales team can make more money with these free on-demand Trello webinars.
Simple, adaptable, customizable. Connect your favorite apps and enable additional features to meet your unique business needs with Power-Ups.
In-depth posts for improving your sales process with Trello from industry leaders and the Trello team.
Here are some clever workflows to help you keep your sales team cohesive and your resources organized.
The contract review process is long and requires many people to review various documents. Learn some new tips for a better, more organized workflow.Read More →
How to successfully manage feature requests from customers and leads with your product and engineering teams.
Get productivity tips, workflows, and much more on the Trello Blog!Check it out →