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Taskade for Sales Teams

Transform your sales process to manage follow-ups, deals, and customer feedback.

Updated over 4 months ago

Looking for a way to streamline your sales process? Taskade can help you manage leads, collaborate with your team, and automate routine tasks with the power of AI. Think of it as your all-in-one toolkit for sales success.

Now, let's explore how you can make the most of Taskade for your sales team.

Set Up a Hub for Your Sales Team

We’ll start by creating a dedicated workspace for your sales team. This will be the hub where everything happens. Then, we’ll organize it with folders to keep things accessible.

Chances are you’ve already created a workspace during the sign-up process.

Here’s how to start from scratch:

  • Create a new workspace:

    • In your dashboard, click the plus icon on the left.

    • Enter the name of your workspace.

    • (optional) Choose a workspace logo.

    • (optional) Invite team members to the workspace.

You can use folders to categorize different aspects of your sales process.

Here’s a structure you can start with:

🗂️ Folder Name

🔤 Description

Inbound Sales Team

Leads and deals managed by the inbound sales team.

Outbound Sales Team

Leads and deals managed by the outbound sales team.

Customer Success Team

Track interactions and upsell opportunities managed by the customer success team.

Marketing Team

Collaborate on campaigns, leads, and market research.

Sales Support Team

Resources, scripts, and other support materials for the sales teams.

Next, we'll dive into using the Table view for CRM-like tracking to manage your leads.

Build a Sales CRM with the Table View

The Table view is one of the seven Project views available in Taskade. It allows you to manage tasks in a table format organized into customizable columns.

First, we’re going to create a new project titled “CRM” (you can rename it later):

  • Create a new project:

    • Open any of your folders.

    • Click the ➕ New project button (top-right corner).

    • Use the AI Project Studio, pick a template, or simply start from scratch.

    • Click the 4th icon in the top navigation bar to enable the Table view.

  • Build your CRM:

    • Click the ➕ button next to the last column(you may need to scroll right

      • (method #1) Choose one of the available presets.

      • (method #2) Choose Single select to add a custom column.

    • To add new entries, click the **Add Task** button at the top of the table.

    • Type the name or title on the left.

    • Use the column drop-downs to select item parameters.

Automate Your Sales Pipeline with HubSpot

Integrating Taskade with HubSpot allows you to automate your sales pipeline. You can also connect your account to other platforms to manage your workflow in one place.

  • Go to the Automations tab in your workspace or folder.

  • Click the Add automation button.

  • Click Start from scratch or choose a template.

  • Click Add Trigger*, select one of the HubSpot triggers, and configure it.

    • New Deal: Triggers when a new deal is found.

    • New Contact: Triggers when a new contact is found.

    • Deal Stage Reached: Triggers when a deal enters a set stage.

  • Click Add Action, select one of the HubSpot actions, and configure it.

    • Create New Contact: Creates a new contact in HubSpot CRM.
      Create New Deal: Creates a new deal in HubSpot CRM.

  • Add as many additional steps as needed and click Save changes (top-right).

There are many different automations flows you can build to automate your sales processes. Here are a few ideas you can start with:

Flow 1: Lead Management and Follow-Up

Purpose: Automatically create tasks/send notifications for new leads and follow-ups.

⏩ Steps

🔤 Details

Trigger

New Contact (HubSpot CRM)

Action 1

Create a new task in Taskade: "Review new lead: [Contact Name]"

Action 2

Assign the task to the appropriate sales rep

Action 3

Send an email to the sales rep with lead details

Action 4

Add a follow-up task: "Contact [Contact Name] within 24 hours"

Flow 2: Deal Stage Progress and Team Notification

Purpose: Notify relevant team members when a deal reaches a specific stage.

⏩ Steps

🔤 Details

Trigger

Deal Stage Reached (HubSpot CRM)

Action 1

Send a channel message in Slack: "Deal [Deal Name] has reached the 'Proposal Sent' stage"

Action 2

Create a project from a template: Use the "Proposal Follow-Up" template

Action 3

Add a task: "Prepare proposal for [Deal Name]"

Action 4

Assign the task to the relevant team members

Flow 3: Customer Feedback and Task Generation

Purpose: Collect customer feedback and create tasks for team members.

⏩ Steps

🔤 Details

Trigger

New Submission (Typeform)

Action 1

Insert a new row in Google Sheets with the feedback details

Action 2

Create a project called "Customer Feedback [Date]" in Taskade

Action 3

Add a task: "Review feedback from [Customer Name]"

Action 4

Assign the task to the customer success team for follow-up

😊 Helpful Links

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