Similarly, contractors must be onsite to evaluate customer needs and provide accurate pricing. Insurance agencies, for instance, commonly have many field underwriting requirements before sending quote proposals. Underwriting/quoting: Reviewing a potential client or customer and their needs, often done behind the scenes or at a lead’s location, to formulate price estimates.While common for software and equipment providers, service-based businesses also need to do this stage to make their pitch and discuss how their processes work. Product demonstration /sales presentation: Showcasing your product’s features or service attributes in-depth and addressing questions from potential customers.Software companies often need to have initial calls with a lead on their technology infrastructure, goals, and user requirements before giving a demo-putting them in the qualification stage. Lead qualification : Determining whether a prospect is a good fit for your products or services in the scope of your target customer profile.For example, if you cold call a potential customer you researched online, and they indicate they’d like more information, they’ve entered the lead generation stage. Lead generation : Creating initial awareness or interest for a prospect to consider your products or services.Below are sales pipeline stages and examples of what they look like: These are the chronological and repeatable steps for finding and contacting prospects, converting them into customers, and then retaining them. Regardless of the specific stages, every firm will incorporate some common stages in the sales pipeline. Every business is unique in how they develop relationships with potential customers and the activity it takes to finalize a deal, indicated on the Trello CRM board for easy tracking. Next, determine your sales process within your specific operation. In this case, your board will be a CRM to manage leads and sales opportunities. For example, you can create a project management board specifically for monitoring marketing campaigns or overseeing content development projects. Each board should be designed for a unique function or similar work activity. If your project is smaller and your team works closely together, one overarching board may be sufficient for the whole project.Boards represent a work module where teams can store data, collaborate on tasks, and stay up to date on activity progress. If your team works according to Agile methodologies, or your project is large and complex, you might want to refresh your board for each sprint.A “Paused” or “Blocked” section allows you to triage tasks without removing them from the board entirely, while you can separate your “Done” lists to differentiate between tasks which are completed and ready for final review and testing, and those which are completed and live. For example, your board could feature a “House rules” or “General information” list to provide context and guidance on the Trello project. Go beyond the standard “To do”, “In process” and “Done” kanban setup and tailor your Trello board to your project. Align your project processes and workflow to the lists (columns) in your board.Trello users juggling multiple projects need to be able to quickly identify which board relates to their project. Name your board something memorable and representative of the project.Follow these steps to ensure your board gets off to the best possible start: What are the stages that make up a project’s progression? What needs to be done to move tasks forward, and when? Who is responsible for advancing the project? What are the expectations around deliverables and deadlines? Proper planning and organisation of your Trello board will help to address these questions and give you and your team visibility over the whole project lifecycle. You should think about not just the visuals of the board, but the project organisation as a whole. The first thing to do when setting up your Trello board is to consider how to personalise it.
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