Trello As A CRM Sales Funnel (Tutorial 2021)

  Рет қаралды 14,602

Winnie Standish

Winnie Standish

Күн бұрын

Пікірлер: 35
@janicethorne-smith4799
@janicethorne-smith4799 2 ай бұрын
A really great explanation - you definitely have a teaching gift. Thank you
@richoka
@richoka 3 ай бұрын
This was awesome!
@itk3933
@itk3933 6 ай бұрын
Very clear and took the mystery out of it. Thanks.
@orangeleafdigital
@orangeleafdigital Жыл бұрын
This video was insanely helpful! Thank You Winnie! You killed this!
@miles-levoit
@miles-levoit 3 жыл бұрын
Best video out there about creating a sales funnel in Trello! Thank you
@WinnieStandish
@WinnieStandish 3 жыл бұрын
Thanks so glad you found it useful :-)
@deborahwright4048
@deborahwright4048 5 ай бұрын
Really good and simple
@feryry794
@feryry794 Жыл бұрын
Thanks for teaching
@pamelabaker8389
@pamelabaker8389 2 жыл бұрын
Thsnk you for takibg yiur time, so ww can take notes! Too many rush too fast! 😍
@erictailey9932
@erictailey9932 3 жыл бұрын
This was very helpful. Thank you!
@wingsluxe
@wingsluxe 2 жыл бұрын
New subscriber. Thank you.
@megsweeney9893
@megsweeney9893 3 жыл бұрын
sooo helpful! thank you! 🙏
@WinnieStandish
@WinnieStandish 3 жыл бұрын
My pleasure 😀
@Veronicawamugunda
@Veronicawamugunda 2 жыл бұрын
Very useful..thanks
@danfortheastwellness756
@danfortheastwellness756 3 жыл бұрын
Great tips!!
@WinnieStandish
@WinnieStandish 3 жыл бұрын
Glad you like them!
@palumbobrunno
@palumbobrunno 2 жыл бұрын
Ótimo tutorial! Parabéns pelo trabalho, me ajudou muito!
@Oneazazal
@Oneazazal 3 жыл бұрын
My company uses Trello for organizing workflows, but we use Hubspot as our CRM.
@WinnieStandish
@WinnieStandish 3 жыл бұрын
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.
@thiagovalquerizofranco1055
@thiagovalquerizofranco1055 3 жыл бұрын
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 жыл бұрын
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 жыл бұрын
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!
@SteveMartinezpilotman
@SteveMartinezpilotman 2 жыл бұрын
can this platform be integrated with leads that come in through a webform?
@WinnieStandish
@WinnieStandish 3 жыл бұрын
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 Жыл бұрын
Thanks for helping me with this video ❤
@metro4403
@metro4403 3 жыл бұрын
hi , what if need more than one sales funnel for different sales person?
@kirstiegillon-wood774
@kirstiegillon-wood774 3 жыл бұрын
I don't see a "Start Date" button on my menu..?
@seaubtand3470
@seaubtand3470 3 жыл бұрын
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 жыл бұрын
Yes this CRM sales funnel only uses the tools available in Trello's free version.
@nadersafipour5003
@nadersafipour5003 9 ай бұрын
Subscriber 444 😊
@wulfgars1114
@wulfgars1114 3 жыл бұрын
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 жыл бұрын
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 жыл бұрын
✨🐝🐸🍄🐀✨
@WinnieStandish
@WinnieStandish 3 жыл бұрын
❤️
@dmitriypak535
@dmitriypak535 2 жыл бұрын
Very good tutorial! Thank you!
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