SugarCRM as Trello Board? Here’s How
By: Plugin Team
Tags: CRM, Crm Tool, Technology, Sugarboards, Trello

What is Trello?

Trello is a task management software based on the principles of Kanban boards. A kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (Atlassian). Trello has helped millions of customers improve their process management with the help of Kanban boards.

The need of Kanban in SugarCRM

A better way of organizing CRM data

SugarCRM is a great tool to view your sales pipeline, but it is limited by its default views and configurations which struggle to provide helpful insights that can prompt action.

Consider the typical flow for a SugarCRM user:

Open a module. See a list of records. Open a particular record in detail view.

The detail view gives us the option to make changes in the fields which can move an item along the sales pipeline, or which can change the qualification status for a lead, but the process is cumbersome, and doesn’t give us the bigger picture of where we are relative to other records in the same module.

The list view isn’t as helpful as you’d expect either. Let’s take an example of just one module.

In the Opportunities list view:

Can we categorize Opportunities by their assigned user?

Can we change the assigned user to another salesperson?

Can we evaluate which salesperson is prospecting for higher value opportunities than others?

Is there a way to distribute opportunities by their sales stage?

We need to call or write emails to records of a specific category. Can you interact with a record without going to the detail view of each?

The answer is an unequivocal no. The traditional view showing items in a list is not very helpful in either getting overall insights about a record relative to the others, or in interacting with them without going through individual fields in the detail view.

SugarBoards not only works with Opportunities and Leads but with almost all modules

Now, imagine a Kanban board of the same Opportunities module, with each salesperson assigned a column and opportunities distributed among them. The total number of opportunities assigned to each user is mentioned against their name at the top. You have an organized, clear view of all the records, and which one is being worked on by whom. You can even see the major details of each opportunity displayed on each card.

That’s what Trello does. It organizes the records into groups and gives a bird’s eye view of the whole pipeline to the viewer. The tool is used by more than 1 million teams including at companies such as Google, Ebay, and SquareSpace.

Our Solution

In order to make use of the power of Trello boards within SugarCRM, Rolustech has introduced a tool. It works on all sidecar modules, even the custom built ones. It can handle all the scenarios mentioned above and much more. Look for RT SugarBoards on SugarOutfitters for details.

RT SugarBoards can offer Trellio board view of your CRM modules, including Leads

What can RT SugarBoards do for me?

Considering only the Leads and Opportunities for a start, following are a few of the things you can accomplish with the help of RT SugarBoards:

See SugarCRM data drawn on a Trello-style board with the details you need (Name, Likely value, Assigned to and more). See leads by their source, and group them by different criteria of your choosing. Simply drag and drop an opportunity from one column to another to change its status, or drop it in a special box to mark it closed won or closed lost. All the necessary information will be updated for you. Take notes against a record. Associate a calendar event with a record.

The best part is, it not only works with Opportunities and Leads but with almost all modules and can create groups by their respective fields so that you can make informed decisions, plan out strategy and understand what is cooking organization-wide.

How do I get RT SugarBoards for my CRM?

If you use a SugarCRM instance in your business, and would like to reap the benefits that RT SugarBoards offers over the default views of different modules, look for RT SugarBoards on SugarOutfitters, or click here. For any queries, please contact support@rolustech.com.