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Don’t Use Trello as a CRM Without this Dashboard!

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Trello is great for managing sales funnels and pipelines. But what about reporting and tracking all of that customer and deal information? With Crmble, you can turn Trello into the ultimate Customer Relationship Management (CRM) system. In this video, Scott Friesen shows you why you should never use Trello as a CRM without the Crmble extension installed.

0:00 Viewing deal value and won data on Trello cards
0:47 Adding and editing customer data within a card
1:50 Accessing the Crmble dashboard
3:07 Reports menu with filters
4:41 Include or exclude archived reporting data
5:54 View and import/export contacts
6:51 Send email directly from Trello cards
8:15 View sent and incoming email from Trello

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Scott Friesen is a productivity specialist and founder of Simpletivity Training Inc.. He is also a prolific public speaker, workshop leader, and time management coach. Scott helps people to focus more time on what they want to get done and to experience less stress by simplifying their technology.

Simpletivity shares productivity tips, technology apps, time management ideas, and more to help you get more done and enjoy less stress at the same time. If you’re an entrepreneur, business owner, or professional who wants to get more out of your day, make sure to subscribe for helpful training videos (http://www.youtube.com/channel/UCAp3b6zIvS8ct4yci-GwxIg?sub_confirmation=1).

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#simpletivity #trello #crm
Category
Tutorials
Tags
Simpletivity, Scott Friesen, Don’t Use Trello as a CRM Without this Dashboard
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