Trello As A CRM Sales Funnel (Tutorial 2021)
Вставка
- Опубліковано 27 лип 2024
- In this video "Trello As A CRM Sales Funnel (Tutorial 2021)" I share how a customer relationship management system (also known as a CRM) is an invaluable tool. This software is great for anyone with a sales funnel as it helps keep track of leads in order to turn them into paying customers. In this step-by-step tutorial, I share how you can use Trello as a CRM and get set up in minutes. And best of all, everything we use is available in Trello's free version.
0:00 Intro
0:45 What is Trello?
4:53 Step-by-step Trello Setup tutorial
💸ACCELERATE YOUR PRODUCTIVITY💸
Courses: www.winniestandish.com/The-Ki...
Free Tools: www.winniestandish.com/free-t...
👋 CONNECT WITH ME DIRECTLY 👋
Contact: hello@winniestandish.com
Website: www.winniestandish.com
😁SAY HI THROUGH SOCIAL😁
Instagram: / winnie.standish
Facebook: / winnie.standish
LinkedIn: / winniestandish
NOTE: This description may contain affiliate links to products we enjoy using for our personal and business lives. Should you choose to use these links, this channel may earn affiliate commissions at no additional cost to you. Thank you for your continued support and have a positive day!
#WinnieStandish #SmallBusiness #ProductivityTips
![How To Integrate Zoom Into Outlook Calendar Tutorial [SAVE TIME]](http://i.ytimg.com/vi/NKVZ2CyYTkc/mqdefault.jpg)
![How To Integrate Zoom Into Outlook Calendar Tutorial [SAVE TIME]](/img/tr.png)
This was awesome!
Really good and simple
Very clear and took the mystery out of it. Thanks.
This video was insanely helpful! Thank You Winnie! You killed this!
This was very helpful.
Thank you!
Very good tutorial! Thank you!
Best video out there about creating a sales funnel in Trello! Thank you
Thanks so glad you found it useful :-)
Ótimo tutorial! Parabéns pelo trabalho, me ajudou muito!
Thanks for teaching
Very useful..thanks
New subscriber. Thank you.
sooo helpful! thank you! 🙏
My pleasure 😀
My company uses Trello for organizing workflows, but we use Hubspot as our CRM.
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.
Great tips!!
Glad you like them!
Thsnk you for takibg yiur time, so ww can take notes! Too many rush too fast! 😍
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.
hi , what if need more than one sales funnel for different sales person?
can this platform be integrated with leads that come in through a webform?
I don't see a "Start Date" button on my menu..?
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?
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.
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
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!
I know you showed the Free version, but can you really use Trello as a sales funnel without purchasing the full product?
Yes this CRM sales funnel only uses the tools available in Trello's free version.
Subscriber 444 😊
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😃
Thanks for helping me with this video ❤