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Highrise trello integrations9/13/2023 ![]() Tools in Use: Slack , Office 365 Email, Hubspot, Quip, GeckoBoard, Screenly, Support Ticketing Platform Primary consideration: Team Communication, Customer Outreach and Retention, Collaboration, Metrics Tracking Highrise CRM required far too much manual intervention to make it work. What didn’t: WhatsApp noise levels made it unusable for communications outside the launch planning. Telegram gave us our first private space, though as other people begun to discover it, the noise begun to grow. Trello helped us visualize what has been requested, what has been deployed and what we should be billing for. What worked: Email is still pretty central to our communication with clients. Our experience of this solution is that it required far too much manual intervention so it was quickly abandoned after a brief trial. We took the plunge with Highrise CRM for a short while, as we tried to figure out how to manage the sales pipeline. We had Excel lists with potentials leads and customers. Track the stuff we figured we’d need to make the office work (furniture, stationery, deskside masseuse…)Īround this time, we begun speculating on what platform we could use to help us connect better with our customers.Track tasks and wish lists related to both the launch and the organization at large that needed to be shared and highly visible.We started using Trello as our electronic whiteboard. It’s hard to go back to the drawing board when you don’t actually have a physical one. It helped that Telegram had stickers which were a big plus in lightening the tone of communication among the team. We eventually figured we could use Telegram for team only conversation, reserving WhatsApp for the larger launch co-ordination. All team members were already in multiple WhatsApp groups and thus, critical team communication could easily be overlooked in the midst of all the noise from the other groups and conversations. Good potential! However, the collaboration front was faltering. We were already fielding a few customer inquiries before we even had infrastructure. It was immediately devoured by the bugs in our own programming” – Unknown Developer “Fortunately, the computer virus did no harm to our records. Tools in Use: WhatsApp, Office 365 Email, Trello, Telegram, Highrise CRM Primary consideration: Internal Communication, Task Tracking, Also, WhatsApp is predominantly mobile which meant switching devices between tasks and team communications. What didn’t: “Yet another WhatsApp group” fatigue. All the people handling the launch were (mostly) on the same page What worked: We had a brand identity via our email domain. In very short order, a WhatsApp group comprising suppliers and staff was created and our first taste of collaboration begun. ![]() Our email domain hosted on Office 365 was the first tangible aspect of the company identity. Node was still not clearly defined, had little in the way of cash or infrastructure but had tons of goodwill and grit. The team was dispersed geographically, working from wherever there was internet and coffee. And the word was ‘Test’.” – Geek proverb* Tools in use: Office 365 Email , WhatsApp Let’s travel back few months back and watch the evolution of communication as experienced by Node Africa. The team is fired up with enthusiasm (since those that weren’t have already been fired with enthusiasm), and you as the leader are ready to lead your bright eyed troops into the fray of competition and prosperity.
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