How to use Trello for sales: features, templates, and Power-Ups for successful teams
Whether your brand makes custom tie-dyes or you’re a leading project management platform, you need your sales team operating smoothly and efficiently. Trello for sales teams is flexible, accessible, and affordable. And while you can craft the perfect workflow that uniquely works for your team, you can also get started quickly with a best practice workflow in just a few clicks.
By combining Trello’s Power-Ups, integrations, and templates with some deceptively simple features,?your sales teams can spend more time creating happy customers, driving business, and less time tracking work.??
Unclog your pipeline with Power-Ups for sales
With Trello, Power-Ups are your best friend. They’re key to get your tools to fit the uniqueness of how your team works—not the other way around. There are 100+ Power-Ups available that unlock key sales integrations (such as a CRM) or enable new features to manage work.
Best of all, Power-Ups are easy-to-use and free to enable on any board (note: some Power-Ups may require a fee or subscription to that service) in just a few clicks. These three are some of the favorite Power-Ups for busy sales teams.
1. The Crmble CRM Power-Up
Crmble?is one of those rare tools that’s both powerful and easy to use. This cleverly-named CRM was designed and built to be used exclusively with Trello. Install the Crmble Power-Up on a Trello board for a nimble CRM built around Trello’s list-and-card format.?
This gives you a familiar, easy, and accessible way to manage your customer relationships. Each list becomes a stage in your sales pipeline, and each card represents a lead. Contact info fields are also set up automatically to help you quickly get started.?
Crmble offers several other useful features, like detailed reporting for visualizing leads in real time and key integrations (deliciously called Toppings).
Crmble is a fully functional and accessible CRM solution. But it’s not the only option, which brings us to our next Power-Up.
2. The Salesforce CRM Power-Up for Trello
For those using Salesforce, this?Power-Up?brings vital data and details from Salesforce directly into your Trello workflow. Your sales team can spend less time?context switching?between apps and more time closing deals.?
The Salesforce Power-Up gives you the ability to pull in information about leads, contacts, and cases, and add them directly to your Trello cards. Sales managers then benefit from a birds-eye view of pipeline health, and multiple ways to check in on important details.?
3. The Pipedrive CRM Power-Up
Pipedrive is another powerful, yet simple, CRM. It bills itself as “designed by salespeople, for salespeople.” The?Pipedrive?Power-Up continues the theme of bringing your sales data to the same place as your other work, minimizing the disruptive back-and-forth between apps.?
With the Power-Up installed, every time you start, close, or move a deal to a new stage in your pipeline in Pipedrive, a new Trello card is created automatically. This versatile tool also lets you pull info from Pipedrive onto other Trello cards, which helps facilitate handover from sales to other teams as deals close.
领英推荐
Now, let’s go beyond the integrations enabled by Power-Ups to talk about tried-and-true sales workflows your team can copy in just a few clicks.
Start strong with these Trello board templates for sales
Our template gallery features proven workflows from our community. This gives you access to tried-and-true workflows that are actually used by other sales teams—all for free.
Check out our?template gallery?to get started. Pick your favorite, copy it, and in just a few clicks you'll be ready to go!
1. CRM & sales pipeline by Crmble
The fine folks that create the Crmble Trello Power-Up also put together the?CRM & sales pipeline by Crmble?board template to pair perfectly with your CRM.
Crmble offers a whole suite of templates geared towards different teams, from sales, to customer support, to hiring and recruiting. We’re most interested in the CRM & sales pipeline, which is—you guessed it—aimed at sales teams. It offers everything you need to build a robust sales pipeline right in your Trello board, including:
2. Customer onboarding template
Once you’ve landed a new customer, you’ll want to onboard them to ensure their success—and?drastically increase the likelihood?you’ll retain their customer loyalty. This?customer onboarding template, created by the Trello team, helps you do just that. It turns your Trello board into an onboarding pipeline for providing actionable tasks and sharing critical resources with customers
Like all Trello templates, it’s also highly customizable and offers built-in integrations with the Crmble and Salesforce CRM Power-Ups. If you already have an onboarding process, you can easily tailor the lists to match. And if you?don’t?have one, the template provides a perfect place to start
3. The sales pipeline template for basic tracking
If you’re starting a sales pipeline process from scratch, then the?sales pipeline template?from?Scan2CAD?is ideal for businesses looking for help on where to start. It offers a basic layout with lists for notes and the stages of a sales pipeline which you can customize as needed.?
It also comes with instructions on how to fill out your cards and suggested uses of lists to get the best results.