Trello As A CRM Sales Funnel (Tutorial 2021)

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  • Опубліковано 8 січ 2025

КОМЕНТАРІ • 36

  • @thekatta
    @thekatta 2 місяці тому

    Thanks Winnie, was perfect explanation, helped alot.

  • @janicethorne-smith4799
    @janicethorne-smith4799 4 місяці тому

    A really great explanation - you definitely have a teaching gift. Thank you

  • @itk3933
    @itk3933 9 місяців тому

    Very clear and took the mystery out of it. Thanks.

  • @orangeleafdigital
    @orangeleafdigital 2 роки тому +1

    This video was insanely helpful! Thank You Winnie! You killed this!

  • @richoka
    @richoka 5 місяців тому

    This was awesome!

  • @miles-levoit
    @miles-levoit 3 роки тому +2

    Best video out there about creating a sales funnel in Trello! Thank you

  • @deborahwright4048
    @deborahwright4048 8 місяців тому

    Really good and simple

  • @WinnieStandish
    @WinnieStandish  3 роки тому

    Thanks for watching and for supporting my channel:) Click to this timestamp -> 4:53 to jump to step-by-step tutorial. Let our community know what CRM tool improves your productivity😃

    • @Naim84509
      @Naim84509 Рік тому

      Thanks for helping me with this video ❤

  • @feryry794
    @feryry794 Рік тому

    Thanks for teaching

  • @erictailey9932
    @erictailey9932 3 роки тому

    This was very helpful.
    Thank you!

  • @pamelabaker8389
    @pamelabaker8389 2 роки тому

    Thsnk you for takibg yiur time, so ww can take notes! Too many rush too fast! 😍

  • @wingsluxe
    @wingsluxe 3 роки тому

    New subscriber. Thank you.

  • @megsweeney9893
    @megsweeney9893 3 роки тому +1

    sooo helpful! thank you! 🙏

  • @danfortheastwellness756
    @danfortheastwellness756 3 роки тому +1

    Great tips!!

  • @Oneazazal
    @Oneazazal 3 роки тому +2

    My company uses Trello for organizing workflows, but we use Hubspot as our CRM.

    • @WinnieStandish
      @WinnieStandish  3 роки тому

      Trello is great because it can be used in so many different ways, and the free version allows 10 boards currently, so you can really use it for a variety of different tasks.

  • @Veronicawamugunda
    @Veronicawamugunda 3 роки тому

    Very useful..thanks

  • @palumbobrunno
    @palumbobrunno 2 роки тому

    Ótimo tutorial! Parabéns pelo trabalho, me ajudou muito!

  • @metro4403
    @metro4403 3 роки тому

    hi , what if need more than one sales funnel for different sales person?

  • @SteveMartinezpilotman
    @SteveMartinezpilotman 3 роки тому

    can this platform be integrated with leads that come in through a webform?

  • @thiagovalquerizofranco1055
    @thiagovalquerizofranco1055 3 роки тому

    Thank you for the video! I didn´t see any information with "numbers" besides the dates, nothing regarding "prices" or "sales forecasts" but I think this is not the main points and factors of this sales funel, right? Thank you again.

  • @KeithTDBell
    @KeithTDBell 2 роки тому

    Does Trello and all it's powerups like Crmble CRM work on the Trello mobile app? If it doesn't then it's useless to me as CRM. I need the calendar and Crmble powerups and custom fields and attachments like emails are all available on my mobile device. So far I can't find any of the info I need on my mobile

    • @crmble741
      @crmble741 2 роки тому

      Hi Keith. Unfortunately not on Trello's Mobile app. Trello only supports their own Power-Ups on Trello's Mobile app. You can use any browser though in your mobile to use Trello's browser version where all Power-Us are available. You can subscribe to you Crmble's Calendar using the iCal feature to get notifications on your mobile devices. A Crmble app and stand alone version is in the making. Cheers!

  • @kirstiegillon-wood774
    @kirstiegillon-wood774 3 роки тому

    I don't see a "Start Date" button on my menu..?

  • @nadersafipour5003
    @nadersafipour5003 11 місяців тому

    Subscriber 444 😊

  • @seaubtand3470
    @seaubtand3470 3 роки тому +1

    I know you showed the Free version, but can you really use Trello as a sales funnel without purchasing the full product?

    • @WinnieStandish
      @WinnieStandish  3 роки тому +1

      Yes this CRM sales funnel only uses the tools available in Trello's free version.

  • @wulfgars1114
    @wulfgars1114 3 роки тому +1

    Do you find it takes a lot of time to keep your sales funnel up to date? Can you automate any of the data input?

    • @WinnieStandish
      @WinnieStandish  3 роки тому +1

      Trello has the ability to also add a lot of different workflow automations but note that many of these features are only available in the paid version. Keep in mind though, that if you have a lot of leads to maintain, then this may be an area you want to invest into, to spend less time overall and stay productive.

  • @AnnabelleSamwich
    @AnnabelleSamwich 3 роки тому +2

    ✨🐝🐸🍄🐀✨

  • @dmitriypak535
    @dmitriypak535 3 роки тому

    Very good tutorial! Thank you!