Managing a sales team is nothing short of challenging. In addition to keeping your contacts neat and organized, you also need to make sure that your leads are being assigned in time and that your sales pipeline is flowing. For your sales team to perform at their absolute best, you need an impeccable sales process.

With the monday CRM product, your life is about to get a whole lot easier! monday CRM is fully customizable to fit your exact needs. Let's dive in!

 

Sign up for monday CRM

If you don't have a monday.com account yet, you can sign up for a new account on the monday CRM homepage.

Let's look at how to get started with your new account! ⚡️

 

Import your leads

To get started using monday CRM, import your leads into your Leads board. Leads can be imported in multiple ways: 

 

Qualify your leads 

Once your leads have been imported to your Leads board, your sales representatives will be able to reach out to them and define whether they are qualified or unqualified.

Once your sales representatives have determined that a lead is qualified, they can change the lead's status to Qualified and click the Move to contacts button in the Create a contact column. The lead will be moved automatically to your Contacts board. 

You can also add the lead to your Deals board and Accounts board. This article will cover how.

 

 

Manage your contacts 

Once your lead is qualified and you click the Move to contacts button, your lead will automatically be added to your Contacts board.

Manually associate an account

By default, your Contacts board will have a Connect Boards Column that links to the Accounts boards. Once a new contact is created, you can select the account associated with it. 

Automatic Account association

You also have the option of setting up automatic Account association in your monday CRM settings. This feature will automatically assign an account to a contact if an account with a domain matching the new contact's email domain exists on your Accounts board.

From the Accounts board, you will be able to see how many contacts are associated with each company. 

 

 

Monitor your deals

Let's recap: once a lead is qualified, it can be automatically added to your Contacts board. You can can connect your contacts with your Accounts board and your Deals board.

With the Deals board, you have the power to track the progress of every deal your sales team is currently working on. Now you can spot where each deal stands in the sales cycle at a glance.

The built-in Connect Boards Columns, allows you to see the details associated with your deals in one central location:

 

Pipeline view

To easily visualize progress on your deal, your Deals board comes with a built-in Pipeline view. This view helps you to track the different stages of your deals in a visual, comprehensive, and interactive way. 

 

Quick overview of client data

At monday.com, we love making your life easier! The Item Card allows you to see everything you need to know in one easy-to-navigate view. Click on the speech bubble to open an Item Card:

The default tab is the Overview tab. The Overview tab combines various widgets allowing you to see all aspects of your deal, customer, and account information in one place.

 

 

Send and receive emails 

 

Emails & Activities gives you the ability to manage client relationships within your monday CRM. Integrate with Gmail or Outlook, and start viewing all client interactions in  one timeline.

To open Emails & Activities, click on the speech bubble next to any item name:

Emails & Activities can be accessed from the Overview tab. Click New email to start composing your first draft:

Keeping your communication centralized means that your team will spend less time tracking down details for successful relationships.

 

 

Track your clients' activities

 

Since client relationships are more than just emails, the Emails & Activities app gives you the power to keep track of client activities too! From meetings to calls and more, log each interaction to see a full timeline of events in one, concise view.

Each activity created will automatically be added to the Activities board. With all activities on one board, you can keep track of what's coming up and create reports. 

To learn more about this feature, check out the Emails & Activities: manage your activities article.

 

 

Generate quotes & invoices

 

To close up your deals post-sale, use Quotes & Invoices. Create quotes and invoices within monday CRM and have them ready to send off to clients in no time. 

 

Analyze sales & track KPIs

 

Dashboards are a great way to display your key metrics and performance indicators in just one place. The Sales Dashboard comes built-in to your monday CRM.

This dashboard will help you to get a quick overview of the health of your sales operations. Accurate analysis and forecast will help you to determine whether or not you are close to reaching your goals so that you can adjust your strategy accordingly.

The Sales Dashboard is fully customizable based on your needs. Add, delete, or change widgets to make better informed decisions.

With monday CRM, you have full control over the details of your sales cycle. If you want to take your workflow a step further, check out monday CRM Enterprise!

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.