Trello crm board12/2/2023 A remodel involves many decisions and small tasks choosing the materials selecting the furniture deciding about colours and buying new appliances that meet our needs and fit in our new kitchen style. To better explain how these Trello cards, boards and lists help us organise ourselves better, we will set as an example a small remodel project in a kitchen. Large or small, involving one or more people, Trello easily adapts to everything thanks to its simple but powerful concepts based on cards, lists and boards. Trello is the preferred tool of over 50 million people around the world to organise their tasks and manage projects. We could share many other examples based on different kinds of companies or small businesses but when it comes to managing first contact with our potential clients, we all have the same needs. Luckily yes, it does exist and it is called CRM. Although she writes everything down in her notebook, she is worried about things falling through the crack and doesn’t know how to prioritize everything she has to do.Ĭlara asks herself if there is any tool or system which could help her organize all these first contacts she has made. Naturally, it is quite easy to lose track of that post-it where you wrote down this client’s number or that client’s email address. Apart from teaching her classes, registering customer records and attending the rest of the tasks involved in a new business, she also has to answer all those emails, WhatsApp messages, telephone calls and send more information to those clients who came by the office. She has also received many calls and, thanks to the Facebook campaign, she has dozens of information requests. In just a few days, her inbox is full of requests about her English for Business courses and Conversation Workshops. Wonderful! Clara is very happy to have caught the attention of so many people to her school. Clara has implemented all the basic modern merchandise strategies to generate interest, and luckily, the results are immediate. Of course, she has not forgotten about Google and she created her company’s listing with her phone number, address, email and opening hours. Using her Instagram profile and personal Facebook account, Clara has sent all her friends and followers an invitation to visit her page. She has also created her company profile on Facebook and in addition, she has created an advertising campaign with a contact form to reach nearby potential clients. She uses the web contact form to receive applications from her clients by email. This school provides a wide range of courses, for different learning levels and different languages.Ĭlara has her school’s website up and running. This is “Blah Blah Land”, a small but highly qualified language school founded by Clara.
0 Comments
Leave a Reply.AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |