You might not think you need sales tools if you’re a teacher, and while that’s probably true, there’s more to Crmble than just a sales tool.
Did you know Crmble is perfect for anyone who needs to manage contacts? For instance, if you’re a teacher and have students that you want to keep track of, Crmble is a perfect tool for making sure that you are able to manage all of your students and ensure they’re progressing through their classes as they should.
We have a lot of Crmble users in the education space, so we thought it would be helpful to show a few examples of how this could work.
Check out our Teacher Trello Template board.
For setting up this board, we’re going to pretend we’re a teacher with students from the Parks and Recreation tv show. (If you haven’t seen it, we definitely recommend you check it out.) We have several classes and students in multiple classes, and we want to be able to keep track of each student’s files and records, as well and any action items to help them progress and perform as best they can.
Luckily, Crmble and Trello make this very easy to do.
1) Creating your Trello Board
To get started, just go to this link to copy the Trello Teacher Template. Once you copy it, you can rename it anything you like. Then head over to “Show Menu”, and click “Add Power-Up…” then search for “Crmble” and add it to your board!
That’s almost too easy. Now let’s configure the layout of the board.
2) Set up your Trello list layout
3) Set up any custom Crmble fields
With Crmble, out of the box, you’ll have access to certain fields for each contact (or student in this case). Name and email might be the most relevant. But you may want to attach additional information about the student to their card as well. For example, maybe you want to have their parent’s names or students attitude.
4) Add your students to your Trello board!
Now let’s start adding students to our board! Just create a new card and fill out the information from your students.
Already have a list of your students in a spreadsheet? Don’t worry it’s easy to import a spreadsheet into your Trello board.
Each card is a student. You can attach any files or Google Drive folders to the card. You can also add links to anything you might need.
5) Mix and match other Trello card features
6) Keep in touch
Your turn!
Ready to get started? Just copy our Trello teacher template and take it for a spin! We’d love to see what you create. If you need any help getting set up, just use our contact our support link you’ll find at the bottom of Crmble’s menu.
