Make Better Use of Suite CRM with Kanban Boards
By: Plugin Team
Tags: Crm Solution, CRM, Suitecrm Plugins, Suitecrm, Kanban Board

Your organisation may utilise CRM for day to day sales activities, and the visualisation of the sales pipeline is of great benefit to the sales team. The question then becomes, how do you get the most out of the CRM software, and is there a way to improve its visualisation benefits to further increase its value to your team?

Take SuiteCRM, a popular open source CRM solution which is used all over the world. It provides all the benefits of conventional CRM software, but its views do not provide ample context for the sales pipeline stages that could prompt actual action.

Take the example of a module, say leads. A list view is good for letting you know how many leads are being pursued, but in a quick glance it is not easy to determine how many new leads have been generated, and how many in comparison have been progressed.

Kanban Boards

This is where the idea of Kanban boards comes in. Imagine a board with lanes, such that each lane represents a unique lead stage such as new, assigned, and in process. Now imagine a sticky note with a task written on it that you put in the lane representing the stage the task is in. That’s the idea of Kanban. With a Kanban board it is not only easy to see where everything is, but easy to shift it around so it is organized for maximum positive outcome. When looking at your sales in Kanban view, it is easy to see where the heavy load is. If any of the stages has more cards than others, you know that you risk dropping sales because work could be stalled. With this insight available instantly, you can spread the tasks for a smoother operation of your sales.

Kanban gives a bird’s eye view of your sales pipeline. According to AllBusiness.com, ”Kanban Can Help Take the Stress Out of Sales”. Trello, which is based entirely on this concept, was acquired in 2017 for $425 million.

When you use Kanban boards instead of the default list view, you get more done in less time.

How Kanban boards improve CRM

If you want to improve sales operations, and increase productivity of your team, Kanban in CRM is the way to go. With a bird’s eye view of the whole process, including which item is in which stage, and how many items are in each stage, it is far easier to make sure that sales are not stalled at any stage.

In addition, Kanban for CRM makes it easy to shift the items around. With a simple drag and drop, you can qualify a lead, progress a sale along the pipeline, and even mark a sale as complete or incomplete.

RT Dynamic Boards

RT Dynamic Boards is a Kanban plugin for Suite that enables the Kanban view for your modules so that you can reap the benefits of Kanban inside SuiteCRM.

But Dynamic Boards doesn’t limit itself to simplifying the sales progress along the pipeline. On the Kanban cards, you are provided with shortcuts to calls, emails, and notes, so all actions for the card are within a few clicks. Each card also shows other relevant information for the item, so for instance a lead has the source displayed in colour coordinated tags. This saves you the hassle of switching back and forth from list view to detail view for each and every item.

Why Dynamic Boards?

When you use Kanban boards instead of the default list view, you get more done in less time. By simply providing you more options on the main view, and by enabling simple drag and drop changes for assigning opportunities or qualifying a lead, whereby you can move a record in the pipeline much more quickly than you could without Kanban, Dynamic boards allows your business to give more time to focus on each lead without being bogged down by the procedural issues of updating fields in CRM.

Get RT Dynamic Boards for SuiteCRM

If you are using SuiteCRM in your business, simply get the RT Dynamic Boards plugin here, or contact support@rolustech.com if you want to know more.