Across The Board

Updates, inspiration, and musings from the folks behind Trello.

Sale-ing Away With The Trello And Salesforce Integration

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Something exciting is happening to a CRM system near you. No, the deals aren’t closing themselves. But it just got a lot easier for you to focus on what really matters in your sales pipeline. That’s because Trello now features a Salesforce integration.

Managing the status of your leads, contacts, opportunities, and cases can be streamlined into a single Trello workflow. It’s also possible to collaborate and consult with other team members along the journey from a cold lead to a closed deal.

Let’s take a look inside the Salesforce Power-Up for Trello:

Leads

Salesforce has a lot of great tools for storing information about leads, including contact information, industry notes, and company details. Keep that information centralized by attaching a lead to a card to keep track of that info without jumping over to Salesforce.

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One great use case for this is for prospecting. 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.

Contacts

When managing relationships with existing accounts, keeping the correct contact information up to date is essential. By attaching contact info to a card, you can easily see with whom you need to discuss account details. If that information changes in Salesforce, the card is automatically updated.

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Opportunities

Once leads turn into bona fide opportunities, that’s when the real fun begins. And by fun I mean a collaborative, team oriented approach to closing the deal.

Before a deal is made, it often requires deliverables from other departments like operations, legal, and security. These teams are required to do contract reviews and security questionnaires. Bringing these people in on a Trello board provides a visual perspective that complements the two services.

First, opportunities are attached to the card:

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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.

Basically, 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. With the company info and contracts attached on the back of a Trello card, moving it to a list titled “Legal Review” or “Security Questions” will alert those members of your team that it’s their turn to step in and help get the deal done.  

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Badges also reflect the opportunity information on the front of the card, including the amount and prospective close date of the deal.

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Cases

Support teams using Salesforce to manage bugs and tickets can attach their cases to a Trello card so other members of the team can view the status of that incoming request.
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Relevant information including a Case #, its Priority Level, Contact Info, and the timing of the issue are all easily accessible. These are especially useful if the issue requires input from another team member, like an engineer or someone from the product team. All the relevant information is easy to see.

So there you have it: Salesforce and Trello are an even better way to update and view everything you need to know. Keep all necessary information in Salesforce, and move it through a workflow on a Trello board. This process is collaborative, efficient, and organized, which means you can spend more time on the personal relationships needed to close a deal.  

Learn more about all Trello Power-Ups and features, or sign up for our next webinar, which will cover new features like the Salesforce Power-Up.

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