Learn how Sales Executives can boost sales by managing their pipeline and tracking deals using Kanban boards within Google Workspace. Streamline your sales process and close deals faster today.
Meet Luke, a sales executive at Cyberdyne Solutions. Like most sales executives, he relies heavily on Google Workspace. He uses Gmail for constant communication, Calendar for scheduling client meetings, and Drive for storing presentations and proposals. Initially, he tried managing his sales pipeline in Google Sheets. It seemed simple at first, but as his client list grew, so did the chaos:
The result? Missed deals, frustrated clients, and a constant feeling of being overwhelmed.
That's when Luke found Kanban Tasks, a refreshing alternative to spreadsheet mayhem. This Chrome extension integrates seamlessly with Google Workspace, giving him a visual, organized way to manage his sales pipeline, track deals, and collaborate more effectively.
The Kanban method, with its visual representation of tasks moving through stages, is a perfect fit for sales executives working within Google Workspace:
Luke's first step was to reorganize his data:
Pro Tip: Use a consistent naming convention for client folders (e.g., "ClientName-Industry-Year") for easy access.
Before Kanban Tasks, Luke struggled to keep up with email follow-ups. Now, he transforms emails into actionable tasks directly within his Kanban board.
Result: No more overlooked opportunities buried in email threads. Every potential deal gets the attention it deserves.
Installing Kanban Tasks was quick and easy. Within minutes, Luke had a functional sales board:
This visual board became his single source of truth for all sales activities.
Google Workspace remains essential for communication and content creation, but now it's supercharged by Kanban Tasks:
No More Fragmentation: Kanban Tasks brings everything together, ensuring everyone has access to the latest information and updates.
Effective deadline management is crucial in sales. Here’s how Luke stays on top of things:
Result: A clear, consolidated view of all deadlines, eliminating the risk of missed appointments or forgotten follow-ups.
Luke maximizes his productivity using Kanban Tasks' advanced features:
Kanban Tasks provides valuable insights into Luke's sales performance:
Outcome: Data-driven insights that empower Luke to continuously improve his sales process and achieve better results.
Sales executives like Luke thrive when they have a clear, organized system for managing their pipeline and client interactions. Google Workspace provides the tools for collaboration, and Kanban Tasks provides the framework for bringing it all together. It’s a simple, yet powerful solution that transforms how sales teams work.
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We provide comprehensive support through email, live chat, and phone during business hours.
Tooling Studio offers a suite of Chrome extensions designed to enhance Google Workspace. Kanban Tasks is our flagship product, and we're developing other tools, like a CRM integrated with Google Contacts.
Google Workspace is great for collaboration, but it lacks a dedicated visual project management tool. Kanban Tasks fills this gap, eliminating the need for cumbersome spreadsheets.
It's easy! Just add it from the Chrome Web Store. It integrates seamlessly with Google Tasks.
We’re always working on new features like advanced reporting, enhanced collaboration tools, and deeper Google Workspace integrations. Check our website for updates.
Absolutely. We use robust encryption, secure authentication, and regular security audits to protect your data.
Yes, you can invite team members to shared boards, assign tasks, and see updates instantly.
Yes, you’ll receive email notifications for new assignments, due dates, and comments.
Kanban Tasks is officially supported on Google Chrome. While it might work on other Chromium-based browsers, we recommend Chrome for the best experience.
By centralizing tasks in a visual board, you eliminate the need for multiple spreadsheets, reduce confusion, and improve accountability. It provides a single source of truth for all your sales activities.