Resources

Blog posts

Tapping into templates to work smarter

Working on a new project can be exciting, but getting started can be overwhelming! One of the best parts about monday.com is that it includes hundreds of templates across many different categories: project management, content production, operations, sales, product management, and more!

Blog posts

Work management vs CRM: What’s right for me?

If you’re familiar with the world of monday.com, you know their suite of products is always expanding to help businesses work smarter! It may be confusing and overwhelming to understand which solution is right for you, particularly when it comes to monday.com work management vs. monday.com CRM. Let’s take a closer look!

Blog posts

Manage Portfolios seamlessly in monday.com

One of the most effective ways to handle a heavy project load is to lean on technology that is equipped with the right project management capabilities, such as monday.com. If you haven’t heard, monday.com has a project portfolio solution, which streamlines your workflows through customizable columns, settings, and views in one place.

Blog posts

3 Key Steps to Driving Adoption

Making the decision to invest in monday.com is a great first step! Next, it’s time to get your team in a good rhythm with using monday.com and getting them excited to integrate it into everyday business operations. This can be overwhelming if you’re not sure where to start, so we’ve outlined three steps to make it a little easier!

Case studies

How K18 optimized existing monday.com workflows to elevate customer experience

Over the years, K18 has successfully been using monday.com to track incoming requests from salons for these classes, but they weren’t automating any logistics related to the classes, resulting in unnecessary manual work. OrangeDot built two workflows that streamlined K18’s processes using SuperForm and SuperMail.

Blog posts

Everything you need to know about monday CRM

Managing a sales team (and all of the activity that goes with it) is anything but easy! 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.

Blog posts

Dashboards: how to leverage reporting in monday.com

Whether you’re a new monday.com user navigating through all of the different features or you’re a seasoned user who is ready to level up on reporting, dashboards are a great way to easily access a vast amount of data in one central hub. You can create summaries, reports, and get a high-level real-time view of key information that is important to your team.

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. ‍

Case studies

How Regal Rexnord hit the reset button on marketing campaigns

The siloed nature of Regal Rexnord's processes led to consistent miscommunication which resulted in duplicate work. It was evident they needed a standardized, templatized, and scalable process with high visibility that all teams could use to properly execute their marketing campaigns.

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