Resources

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.

Blog posts

Why proper monday.com onboarding is critical for team success

For many, change can be difficult and adopting new technology is no exception. Although your entire team may not embrace the implementation of a new tool in the same way, there are many things you can do to ensure a smooth launch of monday.com in your organization. 

Case studies

How FSU Film School revamped operations behind student productions

The FSU Film School produces close to 30 independent films each year. Scheduling, assigning roles, and having visibility into conflicts, all in spreadsheets, involved a lot of manual work that was time consuming. FSU was looking for a user-friendly solution that was not only more efficient, but also scalable to support a growing program. 

Blog posts

Taking a closer look at data migrations

Your team has invested in a brand new tool and everyone is ready to make the change…but what happens to all of the data you’ve worked so hard to keep clean over the years? This is where a strong data migration process comes into place.

Blog posts

How sales and marketing can work symbiotically in monday.com

Despite many sales and marketing teams facing challenges in working together, it is critical for these two business functions to be in sync. Although sales and marketing teams have many different day-to-day tasks, their end goal is the same. So historically, why has it been difficult for these departments to work symbiotically?

Blog posts

Work management vs. project management

Many organizations prioritize project management but also need a holistic work management strategy for tackling day-to-day operations and long-term initiatives. You’re likely familiar with project management…but what exactly is work management?

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