In my business we use a modified counselor salesperson method for sales and pipeline management. In summary, the counselor salesperson method focuses on four stages of the business development process – from relating to our clients, to discovering client needs, to advocating solutions, to supporting the client. Over the past two years, Trello ( has completely integrated into our business development and capture management workflow. Trello enables our team to collaborate effectively, share information, and provide our clients with the highest quality professional services solutions. Many great solutions CRM-esque products exist, from full CRM solutions like Zoho CRM and Salesforce, to team collaboration tools like Asana, Smartsheet and Slack, but for our business, Trello works well. Check it out –

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