Join us for an engaging online workshop hosted by Trello Power-Ups Crmble and Planyway. This event is designed to showcase how Trello, combined with these two powerful add-ons, can revolutionize the management of sales processes and the subsequent project workflows.

Theme: 

The workshop will be centered around a fictional company named “Merry Business Planners,” specialized in organizing festive corporate events. Their services include catering, corporate gifts, and decoration. This scenario will serve as a practical example to illustrate the functionalities of Crmble and Planyway.

Workflow:

We will demonstrate a workflow involving a main Trello board for managing sales opportunities through Crmble and separate boards powered with Planyway for each sold project to manage event execution, gift purchasing, and shipping.

Special Guest:

Andy Barker (Funman Andy) from the Atlassian Community in the Netherlands will be collaborating. He will host the event, manage the chat, and conduct the participant raffle.

Speakers:

Alberto from Crmble with a collaborator still to be decided

Violetta from Planyway, along with a fellow collaborator

Agenda:

Intro: Introduction of speakers, acknowledgments, and an overview of topics.

Crmble Sales & CRM Funnel: How to create and track deals in Crmble, using labels for organization and products for creating and emailing quotations.

Planyway Project Management: Demonstrating how Planyway aids in organizing multiple tasks over time, derived from contracted services.

Q&A Session