Are you spending more time doing back and forth in spreadsheets than connecting with your customers? Do you want a system that integrates contact management, offers seamless collaboration, and gives you comprehensive pipeline visualization? You need Trello

★ If you need an advanced reporting and exporting platform to boost Trello’s capabilities, consider our tool Bridge24 for Trello.

Learn all the nitty gritty details of this tool and understand how it improves your sales!  Let’s get started!

‘Sales’ This word looks and sounds very simple but is highly challenging to hit. From chasing leads and nurturing relationships to keeping track of mammoth details, all these sales-related tasks can overwhelm you to the core. 

Handling spreadsheets can get messy, and operating complex software can add to your frustration. No matter how unique your business is, it is ferociously competitive. To stand out, you must keep up with your sales and manage the entire process like a pro. To keep your sales engine smooth, you need a project management tool to bring efficiency and order to the process.

If you want to simplify your life and improve your sales, we will introduce you to the seven ways to use Trello to elevate your sales game. First, let’s understand what Trello is and why you should use it.

What is Trello? How It Works and Why Businesses Should Use It?

Trello is a visual project management tool that helps all types of businesses to collaborate effectively, organize tasks, and keep track of progress. Trello is a cloud-based tool like QuickBase, another project management tool. Many companies hire Quickbase developers to build reports and dashboards to help users see data and track progress.

Trello uses the Kanban board system to provide a visual representation for tracking tasks. Kanban means ‘sign card’ or billboard in Japanese. It enables employees to communicate quickly using centralized cues that everyone can understand instantly. 

Trello uses lists, cards, and boards to build a simple project visual system. Let’s discuss this in more detail.

  • Boards: These are whiteboards for each project, which contain relevant information and everything related to the product or project.
  • Lists: Every board is divided into lists such as ‘To Do, ‘’ In Progress, ‘ and ‘Done. ‘ These lists show the project’s workflow in various stages. Users can create as many lists as they want.
  • Cards: Each task in the project is showcased via digital card. Users can add comments, details, deadlines, and attachments (images or files), and assign these cards to the members.

Businesses that need flexibility, simplicity, and visual organization should consider using Trello for many reasons including.

  • Improved Collaboration: Trello offers real-time collaboration on different projects which fosters teamwork. Team members can easily assign tasks, share files, leave comments, and keep track of progress in a centralized location. This makes the sales process transparent for every team member, keeping them informed and accountable for each task they undertake.
  • Enhanced Visualization: The Kanban system provides a straightforward and clear visual representation of different projects. Every team member can see the different stages in the workflow such as ‘To Do, ‘In Progress, and ‘Done. This way employees can prioritize tasks and find out obstructions as well.
  • Easy to Understand and Use: Trello comes with a drag-and-drop functionality and an intuitive interface. This makes it easy to use and accessible for every member of the team, especially those who aren’t tech-savvy. This significantly reduces onboarding time and keeps every team member on the same page.
  • Cost-Effective: Trello offers a freemium plan with decent features which makes it a budget-friendly option for businesses that have just started up and those with small teams. Businesses that need admin control must purchase a premium plan costing $10 per user/month. 
  • Flexibility and Customization: Trello is a flexible and customizable tool. You can customize workflows and boards according to the specific project requirements. This flexibility makes it a good option for various types of projects and teams.

Now that you have understood what Trello is, how it works, and why businesses should consider using it, let’s move to the most important part of our blog: ways to improve your sales with contact management in Trello.

7 Ways to Improve Your Sales With Contact Management In Trello

With Trello’s powerful features and intuitive system, you can transform your contact management and multiply your sales like that. Here is how!

#1. Visualize Sales Pipeline

Trello provides a clear roadmap for every lead, facilitating a smooth initial contact to deal with the closure process. This tool enables you to set clear stages in the sales process, such as ‘Prospect, ‘Proposal, ‘Qualification, ‘Negotiation, and ‘Deal Won/Lost. As digital cards represent lead within the board, you can quickly move them between stages in the sales process by dragging and dropping.

The visual movement of leads provides status clarity, enabling you to identify areas that need more attention and effort. With a centralized view of the sales pipeline, you can see the number of leads in each stage and find leads with low conversion rates.

Visualizing the entire sales pipeline also helps predict future sales performance more accurately. You can make informed decisions about budgeting and resource allocation. This also enables you to identify problems before they become big. This way, you can adjust your sales strategy and give the required training to the team. 

#2. Simplify Lead Capturing

In sales, every lead counts. However, many promising, high-quality leads slip through the cracks and go unnoticed due to outdated capturing methods and handling bulky contact forms. Here, Trello gives users a powerful solution to streamline the lead-capturing process so that no single opportunity slips through. 

You don’t need to manually enter data or manage lengthy web forms. This tool enables you to create simple, personalizable forms that efficiently capture essential lead information from social media platforms or the website. 

Once a lead is captured, Trello creates a card automatically within your sales pipeline. This significantly minimizes the risk of losing vital data or errors caused by manual entries. It ensures every lead is integrated into the sales process instantly.

You can easily customize your Trello forms to gather more relevant data for your sales process. With an organized card, you can capture contact information and initial preferences and keep track of the lead’s interest. 

#3. Improved Collaboration

Collaboration amongst teams is no longer an option it has become a necessity. Here, Trello provides a collaborative environment that enables teams to work together seamlessly, leading to more sales closure. The board offers a centralized location for the whole sales team where all members can access the data. This allows them to see the assigned tasks, check the status of each lead, and communicate effectively.

Trello cards provide a hub for all sales-related communication. Team members can ask questions, leave comments, and share updates on the stage, ensuring that every sales member remains on the same page. This eliminates the need for scattered conversations and lengthy emails, ensuring efficient and clear communication.

This smooth collaboration allows the team to assign leads to specific members based on knowledge, experience, expertise, and availability.  This way no lead slips through. Plus, it motivates the team to keep performing well. With clear assignments and deadlines mentioned on the Trello cards, teams can take ownership and become more productive. 

#4. Contact Organization

The ultimate success of your sales team depends on how strong your relationships are with your contacts. However, managing scattered business cards and never-ending spreadsheets can lead to missed opportunities and a total data mess. Here, Trello offers a comprehensive solution to organize your contacts easily. This ensures that all vital information is readily available to you whenever needed.

Each business contact is transformed into a dedicated card in a standardized location. You can store contact preferences, information, and purchase history within each dedicated card. Furthermore, you can attach appropriate documents like contracts and proposals for easy and quick reference. You can customize all these details according to your specific requirements. 

Also, you can assign relevant tags to each card according to project, industry, or other criteria vital in the sales process. From email exchanges to initial phone calls, Trello cards log all sorts of interactions with your contacts. This entire system allows you to find specific contacts effortlessly, saving you time when looking for lead information.

#5. Automate Follow-ups

Follow-ups are crucial for converting leads into purchases. If you rely on manual reminders or think you will memorize them, you are missing out on many opportunities. Here, Trello automates your follow-ups, saving you time and moving you closer to finalizing the deals. Using this tool, you can stay engaged with leads at the right time to increase your chances of sales.

This tool allows you to set different reminders on various sales stages. For example, you can set a reminder to follow up with a lead after a week or schedule a follow-up call after two days of sending the sales proposal. 

Trello also helps you prioritize follow-up tasks according to the lead’s quality or the deal’s urgency. This ensures you focus on high-quality leads, making your team efficient and attaining more deal closures. This tool easily integrates with your email marketing platform to automate follow-ups. It makes sure no crucial follow-ups are overlooked.

#6. Get Valuable Insights

To get maximum results, you must thoroughly understand your sales pipeline, identify trends, and examine what is working and what is not. Here, Trello offers a one-stop solution for gaining valuable insights into the entire sales process and making informed decisions.

The Trello board clearly represents the sales pipeline, so you can check the number of leads at each stage, find obstacles, and track the leads flow in your system. This gives you quick insight into areas that require improvement.

Within Trello cards, you can analyze the success rate of your sales effort by tracking the win/loss ratio. The data can help you identify bottlenecks making your sales process inefficient. Once you identify them, you can adjust your strategies, allocate resources, and provide sales training. 

#7. Meet Every Deadline

Missing a deadline with a follow-up call or sales proposal can push back a promising deal or even break trust. However, the constant pressure of meeting deadlines can lead to stress and even miss out on opportunities. Trello is one tool that ensures your sales team delivers results without missing a due date.

This tool allows you to set clear deadlines on each card, constantly reminding you of upcoming deliverables and tasks. This process ensures that each team member is accountable and allows other employees to offer support if due dates are tight.

You can also integrate this tool with any calendar app to create upcoming events. There is no need for manual entries, which minimizes the risk of slip-throughs. This also encourages collaboration and ensures all team members know the approaching due dates.

The Bottomline

Trello is a powerful project management tool that streamlines collaboration, boosts productivity, and improves visibility. It provides a centralized location to check the status of all your projects, streamlining the workflow. This tool makes planning and execution of a new project easier.

If your business is looking for a user-friendly and flexible tool to manage different projects, you should consider exploring Trello more.

Trello is a game-changer for the sales team. So, it’s time to ditch the scattered spreadsheets and eliminate outdated methods. Use this tool and watch how it streamlines your sales process and helps you reach new heights.

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