01

02

<?XML VERSION=”1.0” ENCODING=”UTF-8” STANDALONE=”NO”?>

<SVG WIDTH=”546PX” HEIGHT=”220PX” VIEWBOX=”0 0 546 220” VERSION=”1.1” XMLNS=”HTTP://WWW.W3.ORG/2000/SVG” XMLNS:XLINK=”HTTP://WWW.W3.ORG/1999/XLINK” XMLNS:SKETCH=”HTTP://WWW.BOHEMIANCODING.COM/SKETCH/NS”>

<!-- GENERATOR: SKETCH 3.4.3 (16044) - HTTP://WWW.BOHEMIANCODING.COM/SKETCH -->

<TITLE>ENTERPRISE-LOGO-WHITE</TITLE>

<DESC>CREATED WITH SKETCH.</DESC>

<DEFS></DEFS>

<G ID=”PAGE-1” STROKE=”NONE” STROKE-WIDTH=”1” FILL=”NONE” FILL-RULE=”EVENODD” SKETCH:TYPE=”MSPAGE”>

<G ID=”ORIGINAL-ASSETS” SKETCH:TYPE=”MSARTBOARDGROUP” TRANSFORM=”TRANSLATE(-1751.000000, -1129.000000)” FILL=”#FFFFFF”>

<G ID=”GROUP” SKETCH:TYPE=”MSLAYERGROUP” TRANSFORM=”TRANSLATE(229.000000, 198.000000)”>

<G ID=”ENTERPRISE” TRANSFORM=”TRANSLATE(710.000000, 840.000000)” SKETCH:TYPE=”MSSHAPEGROUP”>

<G ID=”ENTERPRISE---WHITE” TRANSFORM=”TRANSLATE(730.000000, 0.000000)”>

<G ID=”ENTERPRISE-LOGO---WHITE”>

<G ID=”LOGO” TRANSFORM=”TRANSLATE(82.000000, 91.000000)”>

<PATH D=”M88.037,167.63 L88.037,218 L118.551,218 L118.551,208.218 L99.571,208.218 L99.571,197.414 L116.507,197.414 L116.507,187.559 L99.571,187.559 L99.571,177.485 L118.186,177.485 L118.186,167.63 L88.037,167.63 Z M127.311,167.63 L127.311,218 L138.626,218 L138.261,183.617 L154.321,218 L169.286,218 L169.286,167.63 L157.971,167.63 L158.336,202.013 L142.276,167.63 L127.311,167.63 Z M174.907,167.63 L174.907,178.142 L187.755,178.142 L187.755,218 L199.581,218 L199.581,178.142 L212.502,178.142 L212.502,167.63 L174.907,167.63 Z M218.123,167.63 L218.123,218 L248.637,218 L248.637,208.218 L229.657,208.218 L229.657,197.414 L246.593,197.414 L246.593,187.559 L229.657,187.559 L229.657,177.485 L248.272,177.485 L248.272,167.63 L218.123,167.63 Z M257.397,167.63 L257.397,218 L269.223,218 L269.223,200.918 L275.866,200.918 C280.392,200.918 281.414,204.422 283.239,218 L295.649,218 C294.116,203.327 292.218,197.122 285.867,195.954 C292.583,194.202 295.357,188.946 295.357,182.011 C295.357,175.806 293.094,172.448 289.809,170.331 C286.743,168.36 282.655,167.63 277.983,167.63 L257.397,167.63 Z

M269.223,177.704 L277.326,177.704 C279.516,177.704 280.83,177.923 281.706,178.726 C282.655,179.602 283.093,180.989 283.093,183.398 C283.093,189.749 280.173,190.99 274.552,190.99 L269.223,190.99 L269.223,177.704 Z M303.679,167.63 L303.679,218 L315.505,218 L315.505,202.597 L322.659,202.597 C328.061,202.597 332.149,201.648 335.215,199.239 C338.646,196.538 340.617,192.012 340.617,184.931 C340.617,177.558 338.427,173.47 335.142,170.915 C331.93,168.433 327.55,167.63 322.951,167.63 L303.679,167.63 Z M315.505,177.777 L322.075,177.777 C324.338,177.777 325.725,177.996 326.747,178.872 C327.769,179.748 328.353,181.427 328.353,185.15 C328.353,188.143 328.061,190.114 326.966,191.136 C326.09,192.012 324.703,192.45 322.367,192.45 L315.505,192.45 L315.505,177.777 Z M347.844,167.63 L347.844,218 L359.67,218 L359.67,200.918 L366.313,200.918 C370.839,200.918 371.861,204.422 373.686,218 L386.096,218 C384.563,203.327 382.665,197.122 376.314,195.954 C383.03,194.202 385.804,188.946 385.804,182.011 C385.804,175.806 383.541,172.448 380.256,170.331 C377.19,168.36 373.102,167.63 368.43,167.63 L347.844,167.63

Z M359.67,177.704 L367.773,177.704 C369.963,177.704 371.277,177.923 372.153,178.726 C373.102,179.602 373.54,180.989 373.54,183.398 C373.54,189.749 370.62,190.99 364.999,190.99 L359.67,190.99 L359.67,177.704 Z M394.126,167.63 L394.126,218 L405.952,218 L405.952,167.63 L394.126,167.63 Z M446.978,171.134 C443.109,167.922 436.612,166.754 431.794,166.754 C426.757,166.754 422.304,167.995 418.654,170.696 C415.296,173.178 412.96,176.609 412.96,181.938 C412.96,199.896 436.101,194.932 436.101,203.619 C436.101,207.999 433.254,208.875 429.823,208.875 C426.027,208.875 421.136,207.78 417.851,205.152 L412.011,213.839 C416.099,217.562 423.326,218.876 428.655,218.876 C433.546,218.876 438.291,217.708 441.722,215.372 C445.299,212.963 448.073,208.875 448.073,203.035 C448.073,184.785 424.932,189.311 424.932,181.646 C424.932,177.704 427.268,176.755 430.845,176.755 C433.911,176.755 438.364,177.558 441.43,179.675 L446.978,171.134 Z M455.081,167.63 L455.081,218 L485.595,218 L485.595,208.218 L466.615,208.218 L466.615,197.414 L483.551,197.414 L483.551,187.559 L466.615,187.559 L466.615,177.485 L485.23,177.485 L485.23,167.63 L455.081,167.63 Z” ID=”ENTERPRISE”></PATH>

<G ID=”TOP-ROW” TRANSFORM=”TRANSLATE(39.000000, 1.000000)”>

<G ID=”LOGO”>

<PATH D=”M401.665409,106.346322 C394.046834,109.462419 388.034866,120.228065 378.89134,126.346883 C378.324362,126.726303 377.757384,126.916013 377.379398,126.916013 C376.623427,126.916013 375.678463,126.157173 375.678463,122.742392 C375.678463,110.98037 379.458319,105.289069 382.671195,96.9418277 C393.821768,67.9161924 412.910036,43.0641779 429.919384,15.9356429 C431.242334,13.8488325 431.998305,11.5723121 431.998305,9.10608166 C431.998305,7.01927128 431.242334,5.31188097 430.29737,3.22507059 C429.541399,1.51768028 426.139529,0 422.359674,0 C420.280754,0 418.390826,0.189710035 415.93392,0.189710035 C407.051261,0.189710035 405.161333,13.2797024 403.082413,16.694483 C388.907956,40.7876574 372.654579,70.5721329 364.338898,91.6299467 C362.51537,96.3505792 360.545625,101.071212 359.048432,105.916067 C350.830857,108.304684 344.674616,119.902788 335.045021,126.346883 C334.478043,126.726303 333.911064,126.916013 333.533079,126.916013 C332.777108,126.916013 331.832144,126.157173 331.832144,122.742392

C331.832144,110.98037 335.611999,105.289069 338.824876,96.9418277 C349.975449,67.9161924 369.063717,43.0641779 386.073065,15.9356429 C387.396014,13.8488325 388.151985,11.5723121 388.151985,9.10608166 C388.151985,7.01927128 387.396014,5.31188097 386.451051,3.22507059 C385.69508,1.51768028 382.29321,0 378.513355,0 C376.434434,0 374.544507,0.189710035 372.087601,0.189710035 C363.204942,0.189710035 361.315014,13.2797024 359.236094,16.694483 C345.061637,40.7876574 328.80826,70.5721329 320.492579,91.6299467 C319.831485,93.3413447 319.151173,95.0527426 318.481127,96.7700596 C318.274216,96.8809968 318.062922,97.0013001 317.84668,97.1315377 C308.20805,102.822839 300.081361,112.877471 288.36381,119.707032 C286.095897,121.035002 279.103165,125.967463 273.433383,125.967463 C272.110433,125.967463 270.976477,125.588043 269.84252,125.018913 C268.141585,124.260073 266.440651,120.655582 266.440651,119.517322 C266.440651,118.568772 266.629643,118.379062 268.519571,117.240801 C285.150933,107.18617 298.758412,92.7682069

310.475963,78.3502443 C314.822796,73.0383633 320.492579,62.6043114 320.492579,55.01591 C320.492579,50.0834491 318.791644,44.3921481 312.932869,42.3053377 C308.775028,40.7876574 304.050209,40.0288173 300.270354,40.0288173 C290.253738,40.0288173 282.88302,44.5818581 278.72518,48.9451889 C274.492268,53.4812586 270.39786,58.1389786 266.593915,62.9604279 C262.619396,59.5160438 257.013382,58.0512706 251.699216,58.0512706 C245.462455,58.0512706 233.744904,65.829382 227.697136,70.3824228 C226.752172,71.141263 226.185194,71.520683 225.807208,71.520683 C225.618215,71.520683 225.429223,71.330973 225.429223,70.9515529 C225.429223,70.7618429 225.807208,69.0544526 225.807208,66.019092 C225.807208,63.3631516 225.24023,59.9483709 222.783324,55.7747502 C222.216346,54.8262 218.814476,52.7393896 214.656636,52.7393896 C209.553831,52.7393896 204.829012,55.2056201 204.829012,57.8615606 C204.829012,59.7586609 206.529947,60.517501 206.529947,62.2248913 C206.529947,63.1734415 205.773976,67.5367723 204.64002,71.7103931 C201.427143,83.8518353

197.458295,95.8035675 193.300454,107.7553 C191.032541,114.395151 183.472831,120.276162 183.472831,127.485143 C183.472831,129.761664 184.984773,132.797024 187.063693,135.073545 C190.465563,138.867745 192.544483,140.195716 195.568367,140.195716 C196.891317,140.195716 198.403259,139.816296 199.726208,138.678035 C202.561099,136.211805 204.073041,133.745574 204.829012,130.330794 C209.742824,107.94501 223.917281,92.7682069 239.603679,82.7135751 C244.895477,79.2987945 252.077201,75.6943038 253.022165,75.6943038 C253.991134,75.6943038 255.506575,76.1431137 257.033604,76.5805222 C252.648667,83.7598359 249.095756,91.3311211 246.785404,99.4080581 C246.029433,102.063999 245.651448,104.530229 245.651448,107.18617 C245.651448,111.5495 246.596411,116.102541 248.108353,120.465872 C250.187274,126.536593 253.589143,131.848474 258.313962,134.314704 C267.007629,138.867745 273.24439,141.333976 278.914173,141.333976 C282.127049,141.333976 284.583955,140.764846 287.229854,139.247165 C299.651757,132.19231 307.26767,126.840123

312.766997,122.08622 C312.917786,126.906266 313.86433,129.576693 317.279702,133.176444 C320.681572,136.780935 325.973369,140.006006 332.966101,141.523686 C334.100057,141.713396 335.234014,141.903106 336.36797,141.903106 C344.368603,141.903106 352.068178,135.37556 358.005299,128.904644 C358.692705,130.316714 359.691633,131.66462 361.126021,133.176444 C364.527891,136.780935 369.819688,140.006006 376.81242,141.523686 C377.946377,141.713396 379.080333,141.903106 380.21429,141.903106 C389.586234,141.903106 398.545073,132.946145 404.741803,125.615437 C406.807075,129.903376 412.57843,134.142811 419.524783,137.539775 C421.41471,138.488325 423.682623,139.057455 425.761544,139.057455 C433.888232,139.057455 439.747008,132.417604 444.282834,127.485143 C456.000385,114.584861 462.426138,98.649218 467.33995,78.5399543 C467.717935,77.022274 468.284914,76.4531439 469.040885,76.4531439 C470.930812,76.4531439 473.387718,76.4531439 476.033617,76.0737239 C481.136421,75.3148837 485.105269,73.6074934 489.830088,72.8486533

C492.664979,72.2795232 492.286994,71.330973 494.932892,70.3824228 C496.82282,69.6235827 498.334762,68.8647426 498.334762,66.9676422 C498.334762,63.7425716 492.475986,60.327791 483.593327,60.327791 C476.600595,60.327791 472.442754,60.8969211 469.607863,60.8969211 C465.26103,60.8969211 464.127073,59.5689509 461.292182,52.1702595 C461.292182,52.1702595 464.127073,59.5689509 461.292182,52.1702595 C460.725204,50.6525792 460.158225,49.8937391 458.45729,48.3760588 C454.488443,44.9612782 449.574631,43.823018 445.605783,43.823018 C436.156145,43.823018 428.029457,53.4982298 422.359674,61.6557612 C421.036725,63.5528616 419.146797,65.0705419 417.823848,67.1573522 C410.038626,78.8795056 402.584704,92.0981673 401.665409,106.346322 Z M160.037729,41.7362076 C164.762548,41.7362076 167.408447,41.3567875 167.975425,41.3567875 C168.542403,41.3567875 168.920389,41.5464976 168.920389,42.1156277 C168.920389,42.4950478 168.731396,43.0641779 167.408447,45.9098284 C155.879889,70.7618429 147.942193,95.9932775 140.949461,123.880653

C140.760468,124.639493 140.19349,127.485143 140.19349,130.330794 C140.19349,132.986734 140.949461,135.832385 143.595359,137.350065 C148.698164,140.385426 152.856004,141.713396 155.690896,141.713396 C159.848736,141.713396 161.927657,139.057455 161.927657,134.694125 C161.927657,130.899924 162.11665,126.916013 162.683628,123.880653 C167.975425,95.9932775 175.913121,74.1766235 188.19765,51.4114194 C194.056425,40.5979474 194.812396,40.0288173 194.812396,39.0802671 C194.812396,38.7008471 194.623404,38.131717 194.245418,37.5625869 C201.805128,35.8551965 210.87678,34.7169363 219.192462,34.7169363 C220.137426,34.7169363 223.917281,36.0449066 224.484259,36.6140367 C225.807208,37.9420069 227.130157,39.2699772 229.398071,39.2699772 C231.287998,39.2699772 234.500875,37.9420069 235.634831,37.1831668 C238.28073,35.2860664 239.603679,33.1992561 239.603679,29.7844754 C239.603679,26.5594048 227.697136,18.5915834 219.381454,18.5915834 C209.175846,18.5915834 199.915201,19.9195536 191.221534,21.6269439 C187.441679,22.3857841

173.8342,24.4725945 164.006577,24.4725945 C154.556939,24.4725945 155.123918,23.1446242 151.15507,23.1446242 C148.887157,23.1446242 147.7532,24.2828844 146.808236,25.2314346 C145.863273,26.1799848 145.296294,29.9741855 145.296294,33.3889661 C145.296294,35.0963564 145.296294,36.4243266 146.241258,37.5625869 C149.076149,40.9773675 154.556939,41.7362076 160.037729,41.7362076 C160.037729,41.7362076 154.556939,41.7362076 160.037729,41.7362076 Z M300.081361,57.1027204 C300.081361,58.8101107 299.514383,59.9483709 297.24647,63.5528616 C294.978557,67.1573522 295.923521,67.1573522 293.088629,70.9515529 C287.607839,78.3502443 280.8041,85.7489356 271.921441,93.9064671 C269.464535,96.1829875 269.086549,96.1829875 268.708564,96.1829875 C268.519571,96.1829875 268.141585,95.9932775 268.141585,95.6138574 C268.141585,95.0447273 268.330578,94.2858872 270.220506,90.3019765 C276.079281,77.9708242 283.261006,69.8132927 291.198702,61.8454713 C295.545535,57.4821405 298.191434,55.9644602 299.136397,55.9644602 C299.703376,55.9644602

300.081361,56.1541702 300.081361,57.1027204 C300.081361,57.1027204 300.081361,56.1541702 300.081361,57.1027204 Z M445.41679,62.0351813 C445.605783,62.0351813 445.794776,62.2248913 445.983769,62.6043114 C446.172761,63.1734415 446.550747,63.7425716 447.495711,64.5014118 C448.251682,65.0705419 448.251682,67.7264824 448.251682,69.8132927 C448.251682,88.2151661 437.85708,103.391969 427.651471,118.758482 C425.383558,122.173262 424.060609,122.742392 422.926652,122.742392 C421.981689,122.742392 420.469747,120.276162 419.902768,118.758482 C419.146797,116.671671 418.957805,114.205441 418.957805,113.256891 C418.957805,98.459508 432.943268,76.4531439 442.203913,64.3117017 C443.715856,62.2248913 444.849812,62.0351813 445.41679,62.0351813 C445.41679,62.0351813 444.849812,62.0351813 445.41679,62.0351813 Z” ID=”TYPE”></PATH>

<G ID=”MARK” TRANSFORM=”TRANSLATE(0.382454, 21.327638)”>

<PATH D=”M14.5852153,0 C6.53002331,0 0,6.51958158 0,14.5733782 L0,105.500151 C0,113.548806 6.52613619,120.073529 14.5852153,120.073529 L105.216455,120.073529 C113.271647,120.073529 119.80167,113.553948 119.80167,105.500151 L119.80167,14.5733782 C119.80167,6.52472369 113.275534,0 105.216455,0 L14.5852153,0 Z M75.0048592,15.6617647 C70.9782219,15.6617647 67.7139875,18.9274765 67.7139875,22.9482341 L67.7139875,60.5811777 C67.7139875,64.6053836 70.9817795,67.8676471 75.0048592,67.8676471 L96.8844936,67.8676471 C100.911131,67.8676471 104.175365,64.6019353 104.175365,60.5811777 L104.175365,22.9482341 C104.175365,18.9240282 100.907573,15.6617647 96.8844936,15.6617647 L75.0048592,15.6617647 Z M22.9171766,15.6617647 C18.8905393,15.6617647 15.6263048,18.9206918 15.6263048,22.9456005 L15.6263048,90.863223 C15.6263048,94.8859744 18.8940968,98.1470588 22.9171766,98.1470588 L44.7968109,98.1470588 C48.8234482,98.1470588 52.0876827,94.8881317 52.0876827,90.863223 L52.0876827,22.9456005 C52.0876827,18.9228491 48.8198907,15.6617647 44.7968109,15.6617647 L22.9171766,15.6617647 Z” ID=”BOARD”></PATH>

</G>

</G>

</G>

</G>

</G>

</G>

</G>

</G>

</G>

</G>

< / S V G >

From Cold Lead to Closed Deal:

How to Use TrelloOptimize Sales Deals

From Cold Lead to Closed Deal: How to Use Trello Optimize Sales Deals

Nurture and Close Leads Faster with a Clear Sales CRM Workflow

Keep Legal In The Loop When A Deal Is Won

Arm Your Sales Team With Brag Books And Resources

Essential Power-Ups and Integrations For Sales Teams and Workflows

Easily Manage Your Sales Team From One Central Location With Trello Enterprise

3

5

11

13

15

17

Contents

3

Sales teams rely on a variety of tools to manage to-dos so they can focus on what they do best—building relationships and closing deals. But these tools can sometimes become roadblocks to productivity, creating busy work instead of better workflows.

Searching inboxes for that perfect email pitch or sifting through tons of data in cumbersome CRM software are common activities that take time away from focusing on generating leads and converting them to customers.

And as your sales team grows, it’s crucial to have strong-yet-simple workflows and processes in place so new team members can jump in and contribute to hitting KPIs and closing new customers (rather than learning how to input 50 different fields with details).

From Cold Lead to Closed Deal: How To Use Trello To Optimize Sales Deals

Trello Enterprise Sales

$$

$

$

$$

$

$

PAY

$

$$

$

4

Sales teams rely on a variety of tools to manage to-dos so they can focus on what they do best—building relationships and closing deals. But these tools can sometimes become roadblocks to productivity, creating busy work instead of better workflows.

Searching inboxes for that perfect email pitch or sifting through tons of data in cumbersome CRM software are common activities that take time away from focusing on generating leads and converting them to customers.

And as your sales team grows, it’s crucial to have strong-yet-simple workflows and processes in place so new team members can jump in and contribute to hitting KPIs and closing new customers (rather than learning how to input 50 different fields with details).

With Trello, you can easily focus on what really matters in your sales pipeline and close more deals. From a cold lead to a closed deal, Trello allows sales teams to:

· View the sales cycle in a single, unified view. . Reduce tedious admin work and bring all activity happening across

multiple apps into one workspace. · Spend less time checking all of your different work apps and more

time actually optimizing your deals.

In this whitepaper, you’ll discover the workflows your sales team can use to optimize processes and deals with our best Trello tips, template boards, Power-Ups, and integrations. Let’s get started so you can be on your way to ABC (always be closin’).

Trello Enterprise Sales

5

Nurture And Close Leads Faster With A Clear Sales CRM WorkflowSo how can you build a process that truly supports your sales team?

Trello can help you break the cycle of unproductive sales activities, manage your team’s workload more effectively, and motivate action by getting everyone on the same page.

The layout of the board provides a clear view of the entire sales pipeline, including lead status, deal assignments, conversation history and more with a visual, real-time view that everyone can access to adapt and manage whether at their desk or on the go from a mobile device.

Trello Enterprise Sales

6

Leads enter the pipeline and can easily move through the process, with list stages customized for your unique sales funnel. Each card on the board is a lead and sales team members can tag themself on cards as they come in, in order to claim that specific lead.

But this Sales CRM workflow is so much more robust than moving cards through the pipeline. Here are some incredible ways your sales team can communicate, collaborate, and close deals—all within Trello:

Collaborate With Details: Card Covers and Backs You can set up your cards to represent an entire deal or potential client profile. Regardless of your choice, you can store a ton of valuable information on the card.

On the front of the card, the Card Title becomes the name of the company or the person’s name. The Custom Fields Power-Up lets you include relevant information about the lead so you can see these details right from the board view. You can create a Custom Field to show the contact’s email, phone number, expected deal value, or other contact info.

Trello Enterprise Sales

7

Once you open the card, the Card Description and Comments section are full of opportunities for communication and collaboration.

In the Description field, you can include contact information, the initial contact details, information about the account and contact person(s), any limitations or concerns they have, the cost being discussed, and anything else that would work to shape the sale.

As the lead is nurtured, progress updates and emails are added through comments and each lead develops a comprehensive timeline of the relationship. Tracking this information in one place makes it easier for Sales Directors and other team members to easily jump in to learn more about the lead. No more lost details in endless email chains!

And you don’t have to start over every time: Keep a “template” card on the board, and simply copy it over to the pipeline each time a new prospect comes through the door.

Trello Enterprise Sales

8

Use Labels For Funnel Stages Use a color coded label to note at which stage of the funnel a lead is in. You can assign labels such as MQL, SQL, contacts that require follow up from you, and contacts that you are waiting on.

Looking at your deal flow, a color system lets you quickly see who is waiting to hear from you and who you should be pinging again.

Organize Communication With Email-To-Board

You can finally stop wasting time on all that admin work. Trello’s email-to-board feature allow you to forward all your lead communications to specific cards on the board. Each card has its own email address so when you get a contact’s email address, create a filter in your email that automatically sends all communication with that contact to the email address for their Trello card.

You can also use the Gmail Add-on to connect your emailsto a specific card.

Trello Enterprise Sales

9

Move Leads Along The Funnel With Time In List Power-Up Do some leads feel like they take forever to close? Without a way to track how it takes to convert leads into happy customers, sales teams don’t have intel in their sales cycle length.

The Time In List Power-Up automates this process for you right in the Trello cards. Simply add the Power-Up to your board and see how long each card has been in the current list on the front of every card.

Based on the lists, you can also track which stage of the funnel took the longest. If a lead is stuck in one phase of the funnel for days or week, you can use the Comments to rally the troops and ask for ways to reinvigorate the lead and move it along to the closed deal list.

Trello Enterprise Sales

10

Receive Reminders To Follow Up With Leads

Sometimes leads are hanging around in your funnel because it’s not the right time for the sale or the contact asked you to follow up at a later date. With the Card Snooze Power-Up, you can set a date and time to follow up.

The lead is then archived and when that date comes, the card will automatically re-appear in the list you assign. Now you can keep your Sales CRM Board clean without missing a beat.

Check Out The Board

Trello Enterprise Sales

11Trello Enterprise Sales

Keep Legal In The Loop When A Deal Is WonOne of the most crucial parts of closing a sales deal is legal review and the paperwork involved to sign on the dotted line.

Once a deal is won, your team can easily copy that card over to a Legal & Contracts Review, which kicks off the final stage of closing the deal.

12

To make this seamless as possible, it’s best to bring everyone involved in this process onto one Trello board. This removes silos between departments and prevents correspondences and important documentation getting lost in email inboxes.

Legal and security documents are placed on the card back using Trello’s latest integration with Google Drive, allowing the team to have all the documents at their fingertips without any additional work.

With Trello Enterprise, your team can have piece of mind knowing that all user data is encrypted at rest and in transit, and intrusion detection measures are in place 24/7.

This method of internal communication is invaluable for cross team communication between Sales and Legal.

Check Out The BoardCheck Out The Board

Trello Enterprise Sales

13Trello Enterprise Sales

Check Out The Board

Arm Your Sales Team With Brag Books And ResourcesFor your sales team to do their job and move those leads along the pipeline, they need easy access to resources and marketing materials to convince and convert their contacts.

Make sure your Sales Team has access to everything they need to succeed, all within a collaborative space, with this Sales Resources board. This board becomes a living, evolving sales resource center that is accessible to everyone on your team, anywhere.

14

Your marketing and sales teams can easily collaborate to add new email templates, case studies, pitch decks, and pricing sheets.

Team members can use comments on cards to discuss best practices and improves assets and documentation. Integrating this board with Google Drive, Dropbox, or OneDrive ensures that everyone has access to the most up-to-date resources.

Check Out The BoardCheck Out The Board

Trello Enterprise Sales

15

Trello integrates with the tools your sales team already loves to use.

SALESFORCE

The Salesforce Power-Up for Trello brings information about opportunities, leads, contacts, and cases to your Trello cards. See the health of a Sales pipeline and dive into specific opportunities without leaving Trello whether you’re on the go or at your desk.

PIPEDRIVE

The Pipedrive Power-Up automatically creates Trello cards when you start, close or move a deal to a selected stage in your sales pipeline. It also lets you pull deal information straight into Trello from Pipedrive, ensuring automatic and faultless handover between sales and the rest of your organization.

Trello Enterprise Sales

Essential Power-Ups and Integrations For Sales Teams and Workflows

16

ZOHOCRM

The Zoho CRM Power-Up helps sales teams close more deals by helping them categorize and prioritize leads with Trello. This integration can help track the sales pipeline ensuring no leads go unnurtured. Board members can collaborate as a team and contribute towards closing deals faster.

SLACK No matter where your sales team is working, the Slack Power-Up for Trello makes it simple to keep your communication and collaboration apps connected so that no important deal updates or activities fall through the cracks.

GOOGLE DRIVE The Google Drive Power-Up for Trello brings your files and folders to Trello cards. Search Google Drive right from Trello and attach relevant files and folders.

DROPBOX

The Dropbox Power-Up for Trello brings your files and folders to Trello cards. The file picker lets you search Dropbox right from Trello and attach relevant files and folders. See real-time details and live previews, with links to take you right to Dropbox.

ONEDRIVE

The OneDrive Power-Up lets you navigate OneDrive right from Trello to attach relevant files. Copy and paste links to OneDrive folders onto Trello cards to attach folders. See previews and latest details, with links taking you directly to OneDrive to work on documents and access files.

Trello Enterprise Sales

17

Create a central productivity hub for all of your team’s projects—accessible from any device, anywhere. With Trello Enterprise, your team can easily navigate users, security, and privacy settings through a single dashboard.

Trello Enterprise Sales

Easily Manage Your Sales Team From One Central Location With Trello Enterprise

18

Trello Enterprise is flexible enough for all teams to build productive, customized workflows that encourage collaboration. Here are other exciting features exclusive to Trello Enterprise:

Enjoy Unlimited Trello

Organization-Wide Permissions

Membership Controls

Advance Security

Phone and Priority Email Support

Super Admin

Simplified Billing

Single Sign-On (SSO)

Attachment Restrictions

Simple Data Export

Check Out The BoardUpgrade to Enterprise

Trello Enterprise Sales