Resources

Blog posts

Maximize Your Sales Efficiency with monday.com CRM Emails & Activities

Managing sales and customer interactions can be overwhelming without the right tools. From emails and meeting notes to lead updates, staying organized is crucial for closing deals. monday CRM simplifies this process with the Emails & Activities app, built into every entity board—including Contacts, Leads, Accounts, and Deals—for seamless communication and activity tracking.

Case studies

How Frontline Education Revamped monday.com to Optimize Marketing Campaigns

As an avid user of monday.com, Frontline’s team appreciated all the customization and capabilities that were available to them. However, the marketing team couldn’t fully utilize monday.com because of their unsuccessful initial setup from working with another consultant. When OrangeDot came into the picture, they helped Frontline start over on a completely clean slate.

Blog posts

Discovery Sessions Explained: Part 3 (Requirement Gathering + Approvals)

If you’ve been following along in our “Discovery Sessions Explained” blog post series, we’ve shared insights and sample questions to help you think through your business processes and team roles, as well as preparing for integrations and migrations. During the last stop of our journey, we will take a close look at requirement gathering and approvals, so you have everything you need to make it easy for stakeholders to do their part in keeping things moving. 

Case studies

How a Global Cosmetics Brand Achieved Full Visibility into Product Launches

Our client’s product launch teams struggled with coordinating work across dozens of boards and workspaces in monday.com. Each team knew what they were responsible for but lacked insight into other departments’ timelines and priorities, leading to unnecessary delays. The team knew they needed to increase productivity without increasing headcount which meant they had to rethink current processes and how their teams and data were organized.

Blog posts

Discovery Sessions Explained: Part 2 (Integrations + Migrations)

Once your team has established alignment on high-level areas like business processes, roles, and responsibilities, it’s time to dive into the next critical stage of Discovery: integrations and migrations. There is much to think through when you’re bringing data over from a legacy system into monday.com - the goal should always be to make your day-to-day operations easier, not more complicated.

Blog posts

Discovery Sessions Explained: Part 1 (General Questions to Ask)

The Discovery phase is often skipped, rushed, or misunderstood. That’s why we’ve developed this blog series entirely dedicated to making the process easier for you. In this first blog post, we’ll explore some foundational questions we use to help teams navigate through this process. These questions encourage you to zoom out from your day-to-day and assess your team’s operations at a higher level.

Case studies

How an SVP of a major public transit agency streamlined high-volume influx of projects

The SVP of this public transit agency, on average, has over 60 projects and hundreds of documents to review on a regular basis, so it was critical for the team to streamline their processes, store everything in a central hub, and provide more visibility to the SVP so she could understand the status of projects and clearly see what she needed to review and approve. ‍

Blog posts

Working smarter with monday.com's custom workflow builder

For project managers juggling countless tasks, efficiency isn’t just a nice-to-have—it’s essential. monday.com’s Custom Workflow Builder is a game-changer, offering tailored solutions to streamline operations and align workflows with your organization’s unique processes.

Blog posts

Managed Templates: monday.com’s newest template feature

When you’re managing operations and business processes on a larger scale, every second of your time counts! Chances are, if you’re in this situation, you’re managing multiple boards on your monday.com workspace. Luckily, managed templates, one of monday.com’s newest features, enables project managers to better manage standardized projects at scale.

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