Fri, 7 August 2020
Using Trello to Manage Business and Sales Efforts
Trello is an emerging platform that helps their customers manage and organize tasks. On one screen, Trello is an amazing “white board” that shows your to do list, doing list, and done list, especially when you have multiple projects and ideas being generated at once. How do you use Trello so you can focus more efforts driving sales? Check out this episode.
Brittany Joiner is a self-proclaimed Trello nerd as she’s been using the program for about a decade. She works full-time in marketing and is learning programming on the side. Productivity has always been something she’s passionate about learning more of. Since she saw the movie, Cheaper by the Dozen as a kid, she’s loved the satisfaction brought about by efficiency.
Brittany has been using Trello as a tool to organize all aspects of her life and it’s been a great help in keeping track of all her tasks and schedules in one place while keeping other team members in the loop about what’s going on. Trello helps her accomplish all the things that need to be done.
There’s no magic bullet when it comes to tips and tricks about how to increase productivity. What makes people productive is different for everyone. For example, one of the most common pieces of advice that is offered by experts is to wake up early, but some people are night owls and are actually more productive in the evenings.
With the pandemic going on, people have been working from their homes and have the biggest opportunity to be able to set their work around how and when they want to do their tasks. It’s a great way to experiment with scheduling to see when the most work is getting done.
Trello and productivity
Trello helps with general productivity. David Allen, the author of Getting Things Done, said that the mind is for generating ideas, not for holding on to them. The mind makes an effort when it keeps track of what needs to get done and this is where Trello can be of tremendous help. It’s a tool that allows you to organize all your thoughts so your brain can process better and creatively connect the dots. The brain can then solve the problems instead of just holding onto information.
Think of Trello as a digital whiteboard with lists and sticky notes on steroids. Each card acts like a sticky note. You can add checklists, due dates, members, labels, automation pieces, and so much more. Trello is where you organize your ideas and make them accessible anytime you need them.
Brittany’s Trello system consists of three categories: To Do, Doing, and Done. She moves her tasks through these cards depending on what she’s accomplished and then completed. She also has a backlog of ideas she calls an “idea inbox.” It’s where she puts her ideas and what she needs to work on for the week. She organizes this at the beginning of each week and it’s these lists that prompt her week’s activities.
Satisfaction from getting things done
It feels amazing to know you are getting things done and when you are able to move a card from To Do to Done. Trello has a new feature where confetti is sprinkled across the screen when you move one card to another. Brittany has added a Yay list where she puts all the accomplishments she wants to remember. Among them, launching a website and creating a blog post. It’s also possible to archive cards and tasks so you can document what you’ve already finished and still keep track of them even when they’re no longer visible on your board.
Challenges in sales in terms of productivity
According to Brittany, one of the biggest challenges is being able to take a task and apply it across the board for all team members and prospects. It can be difficult to manage and apply specific items to everyone. For example, you may find a task working for you but it’s still hard to be consistent with each person you’re following up with. If that’s the case, you can add a follow-up checklist to your card and apply this checklist to all your lead cards. With a standard sales process, you don’t have to worry about what you did and didn’t do with this particular lead. You can just check off the boxes you completed with your clients.
Another challenge in sales is the fact that many salespeople want to do sales and not the admin work. This may be true not only for people in sales, but in general. Trello has a card-repeater powerup. What it does is you can automate your card and make it pop up every Monday, or any day you want it to appear. You can also put a habit tracker to your Trello board with reminders for LinkedIn building, sales outreach, and more.
Managing contacts is a struggle for many salespeople. Crmble, a plugin for Trello, is a good tool to manage your contacts and move them through your sales pipeline. It is better than a spreadsheet. You can use Crmble, set up your list, and customize it. Each contact is a card and you can import them from CSV. You can set it up automatically to sync with your form. If you have Google form, you can connect contacts that are coming through and connect it to your Trello boards. Crmble took great care in making it attractive. You’re able to click on the dashboard and it will show you a funnel that shows the percentages from one stage to another. You can even filter by date.
Crmble is free at the moment but they are working on a pricing model. In the future, it may be priced based on lead volume. You can join the Facebook group for Crmble, and ask questions to the community.
Try things out. Don't be afraid to try something out and see if it works. Don't feel like you have to have everything all organized in a row before you take action. #SalesProductivity
“Using Trello to Manage Business and Sales Efforts” episode resources