Trello - Sales Pipeline and CRM - A Hidden Gem
November 02, 2017
Trello - Sales Pipeline and CRM - A Hidden Gem
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Trello
It is being used across the whole organization. We use it for everything from product management, focus groups, content marketing, onboarding and sales pipelines.
The best part about Trello is that it allows you to grow into their paid version. Their freemium is so powerful yet as the organization grows there are things you need to upgrade to but it's not until your organization is at that stage meaning its ROI is positive.
The best part about Trello is that it allows you to grow into their paid version. Their freemium is so powerful yet as the organization grows there are things you need to upgrade to but it's not until your organization is at that stage meaning its ROI is positive.
- Project management across any size team
- Sales CRM's can be built for free. Using power add-ons such as custom fields and integrations with gmail it is the best kept Sales CRM secret.
- Collaboration for content management, content marketing and client on-boarding processes.
- The ability to add playable videos right in the comments section
- Dynamic links - once you set a link it uploads meta data as well (like putting a link on Facebook)
- Better referral system - I refer hundreds of people but no longer get rewarded.
- Massive positive impact on productivity across the organization resulting in faster execution
- Time stamping and deadlines provides higher accountability
Trello in my opinion is better for product management. If you are a developer then JIRA may better suite you but I would encourage developers to try using the plug ins or power add ons that Trello provides - they might be surprised to find out that Trello actually can do everything JIRA can for a fraction of the cost.