Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Deleted user
0 / 0 points
Next:
badges earned

Your Points Tracker
Challenges
Leaderboard
  • Global
  • Feed

Badge for your thoughts?

You're enrolled in our new beta rewards program. Join our group to get the inside scoop and share your feedback.

Join group
Recognition
Give the gift of kudos
You have 0 kudos available to give
Who do you want to recognize?
Why do you want to recognize them?
Kudos
Great job appreciating your peers!
Check back soon to give more kudos.

Past Kudos Given
No kudos given
You haven't given any kudos yet. Share the love above and you'll see it here.

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Trello tips for big ticket retail (boat sales. auto sales)

Hey there!  I have been playing around with Trello to develop a better tracking system for our boat deals, starting at time of sale and following through post-sale follow ups.  I have had a hard time finding many tips from users that are in the "major unit" or "big ticket" retail world.  Any advice or help in finding some best practices for that kind of application of Trello would be greatly appreciated.  Thank you, Garret

 

River Valley Marine

Rochester, MN

3 comments

carrie_eandm Community Leader Oct 21, 2019

Hi @Garret McLaughlin !

Fellow Minnesotan here (Twin Cities). Labels will help with visually identifying what's going on with the cards and customizing your lists can set up the flow of the card from start to finish.

I'd also suggest looking into some power-ups to help with tracking items. The Custom Fields power-up would allow you to show details on the card with sales information, customer information, etc. You can also enlist Butler, which is a great power-up for automating steps in the process (moving cards, changing due dates, changing labels, etc). 

Good Luck!

Trello seems like a no-brainer for sales operations. . .main board for new leads, with each list being a category/sales person.  Then cards can move off the "New leads" board to an individual's board or a board with a few sales people.

Not sure of your volume, but if one boat deal is a big enough project (i.e. includes sales, design, production and delivery) then it might even make sense for the project to have its own board.

And then what Carrie said, take full advantage of power ups.  I'll also add the calendar power up to the two she mentioned.

Lastly, don't get discouraged if you feel like its not clicking right away.  Fully leveraging all Trello has to offer is just as much an art as it is a skill, so you'll get better and more efficient as you use it.

Have fun! 

Thanks for the input, I appreciate it!  I think I'm getting things ironed out.  We utilize an industry-specific CRM so my needs there are covered but for the internal tracking of post-sale considerations this is looking to be a star for sure!  I always love input and ideas so if anyone else is out there, keep the comments coming!  Garret

Comment

Log in or Sign up to comment
TAGS
Community showcase
Published in Trello

📹 Favorite Trello templates

Hello Community!  My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. In this video, I'll share my favorite Trello templates. Templates mentioned in ...

1,309 views 12 31
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you