Got lost in you sales pipeline? Do you need a more visual and interactive tool for sales planning? The Opportunity Planning Wall displays sales opportunities as cards on a virtual wall and lets you filter, group & modify on one simple screen. It’s free.
In my office, Trello is everyone’s favorite tool. Easy to learn, easy to update, easy to understand, and just plain easy to fall in love with. Salesforce, on the other hand, can sometimes feel like a big jumble of unrelated data. List views and reports can help tame the madness, but as your company grows, entropy can begin to creep in. Custom Visualforce pages may do the trick, but if you need to make any updates, you’ll have to go back to your developers. You need a cheap, easy, customizable solution, and the Opportunity Planning Wall may be just the thing you’re looking for.
The Opportunity Planning Wall brings a little taste of Trello to your Salesforce with easy-to-read lists and a drag-and-drop interface. You can group and filter records by any criteria, and double-click on their cards to make updates on the fly.
Check it out and Trello-ify your Salesforce today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.