Managing a sales team (and all of the activity that goes with it) is anything but easy! Between entering leads, updating customer notes, keeping contacts organized, staying on top of sales targets, and keeping your pipeline full, there is so much data to keep track of. If you don’t have the right technology in place, this can make your already difficult job even harder.
Luckily, monday.com has a dedicated customer relationship management (CRM) system, monday CRM, that is uniquely built to house all sales activity and customer data under one platform. If you know anything about the monday.com suite of products, you know they’re intuitive, fully customizable, and integrate well with many other tools. Let’s dive in and take a look at the different features:
The workspace includes key components you need to streamline your sales activities: leads, contacts, deals, accounts, activities, and the sales dashboard. Let’s take a closer look:
Leads: Here you can import your leads in several ways. You can enter them manually, import from Excel or Google Sheets, collect them via Forms, or seamlessly add them through one of the many integration options with other tools.
💡 TIP: Admins can set up an item creation form, making it even easier to add new leads more efficiently. You can set required fields and hide any information that isn't pertinent.
As you add new leads, your team will get notified with any related details. Once leads are in, you can start qualifying them! You can easily turn leads into contacts with a push of a button.
Contacts: In addition to all of your contacts being displayed in one place, contacts can easily be associated with any of your accounts or deals. By connecting these elements, this helps key information stay synced.
Accounts: You can add important information, such as industry or a brief description to help keep track of your accounts. With just one click into a contact, you can see all related information without switching boards. In true monday.com fashion, you can drag and reorder these columns and customize as needed.
Deals: With monday’s visual UI, you can quickly see where each deal stands. As a reminder, everything can be re-named and tailored to reflect your business’s specific processes. In addition to the main table view, you can manage your deals with the pipeline view. You can also use the data within Deals to forecast future revenue in a chart view. Take Deals to the next level by tapping into convenient features, like Quotes and Invoices to keep track of everything in one place.
Lastly, don’t forget to harness the power of integrations to level up your sales workflows. For example, by using Twilio, you can call contacts directly from monday CRM! Connect your Zoom account to easily create and join meetings. If you have a Zoom meeting with a lead, it will automatically be added to your timeline with a link to the recording. Through countless integrations, monday CRM can be your one stop shop for all things sales!
Are you ready to start exploring monday CRM? Our team is here to help! Schedule a free consultation today: https://www.orangedotdigital.com/contact-us
