What Are Boards?
Boards in AllClients is a digital workspace designed to give you a clear, visual overview of where each contact stands in your sales or client management process.
Imagine your traditional whiteboard, where tasks or ideas are mapped out on your wall, but now, it’s digital, dynamic, and tailored specifically for your CRM needs. You can access Boards from work or home or on the road.
How Do Boards Work?
Customizable Stages: Each board can be customized to reflect the stages of your sales process or any other client journey. Whether it’s a lead, a qualified prospect, a proposal, or a negotiation — you define the stages that matter to your business.
Contact Cards: Contacts are represented by a card on the board. These cards can be dragged and dropped between stages, making it intuitive to track progress. Each card can hold detailed information, notes, and even links to emails or documents related to that contact.
Multiple Boards: You’re not limited to one board. Create boards for different departments, sales teams, or even for specific campaigns or products. This flexibility ensures that every aspect of your business can be visually managed.
Real-Time Collaboration: Boards aren’t just for you; they’re for your team. With real-time updates, everyone can see where deals are moving, who’s handling what, and what needs attention next. This fosters a collaborative environment where everyone is on the same page.
Benefits of Using Boards
Visual Management: Seeing your sales pipeline or client journey laid out visually helps identify bottlenecks or opportunities at a glance. It’s easier to manage and optimize processes when you can see them.
Increased Efficiency: By streamlining how you manage client interactions, Boards reduce the time spent on administrative tasks, allowing more focus on client engagement and sales activities.
Enhanced Team Coordination: With everyone working on the same visual platform, communication improves, reducing the chances of deals slipping through the cracks.
Customization for Every Need: Whether you’re a startup with a simple sales process or an enterprise with complex client management needs, Boards can be tailored to fit your exact workflow.
Getting Started with Boards
Integrating Boards into your daily CRM operations is straightforward:
- Setup Your Board: Define the stages that reflect your sales or client management process.
- Add Contacts: Populate your board with existing contacts or start fresh with new leads.
- Start Managing: Begin moving contacts through the stages as they progress in their journey with your business.
- Review and Optimize: Regularly review your boards to see where improvements can be made in your process or where additional training might be needed for your team.
Conclusion
Boards are more than just a feature; they’re a new way to see and manage your business relationships. By providing a clear, visual, and dynamic tool, we’re empowering you to not just manage but to excel in your client interactions and sales processes. Dive into Boards today and transform how you visualize success in your CRM.
