With all this information on a Trello card, it’s much easier to collaborate with legal and security teams in order to make sure all the i’s are dotted and all the passwords contain four wingdings characters, an exclamation point, and a lock worthy of Fort Knox.īasically, once contracts and security reviews are being hammered out it’s necessary to bring in other people from your team to aid in the review process. Bringing these people in on a Trello board provides a visual perspective that complements the two services.įirst, opportunities are attached to the card: These teams are required to do contract reviews and security questionnaires. And by fun I mean a collaborative, team oriented approach to closing the deal.īefore a deal is made, it often requires deliverables from other departments like operations, legal, and security. Once leads turn into bona fide opportunities, that’s when the real fun begins. Trello helps you respect the closing hustle. If that information changes in Salesforce, the card is automatically updated. By attaching contact info to a card, you can easily see with whom you need to discuss account details.
When managing relationships with existing accounts, keeping the correct contact information up to date is essential. When you’re generating multiple leads for the same company, it’s easy to keep them all on one card until one of them qualifies as an Opportunity. One great use case for this is for prospecting. Keep that information centralized by attaching a lead to a card to keep track of that info without jumping over to Salesforce. Salesforce has a lot of great tools for storing information about leads, including contact information, industry notes, and company details. Let’s take a look inside the Salesforce Power-Up for Trello: Leads It’s also possible to collaborate and consult with other team members along the journey from a cold lead to a closed deal.
Managing the status of your leads, contacts, opportunities, and cases can be streamlined into a single Trello workflow. That’s because Trello now features a Salesforce integration. But it just got a lot easier for you to focus on what really matters in your sales pipeline. Something exciting is happening to a CRM system near you.
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