Lecture: Unlocking Sales Potential with Monday Sales CRM

Introduction

• Speaker: Donna, Principal Implementation Consultant, Monday Sales CRM Expert
• Experience: 4.5 years at Monday
• Favorite Feature: Mirror column
• Focus: Unlocking sales potential using Monday Sales CRM

Monday Sales CRM Overview

• Transition: Easily switch from Monday Work Management to CRM
• Entity Boards:
  • Core four elements: Lead Management, Opportunity Management, Contact and Account Repository, Sales Activities
  • Unique capabilities in visuals, features, and reporting
• Flexibility: Turn off unused boards and bring them back when needed

Sales Pipeline Management

• Leads Board:
  • Collects and manages leads
  • Customizable lead scoring formula
  • Detects duplicate leads and links to existing accounts
  • Collects necessary lead information (email, phone, etc.)
• Customization:
  • Add/remove columns from the column center
  • Adjust settings to fit varying business needs (e.g., SaaS platforms, real estate, consultation)

Importing and Managing Leads

• Lead Collection Methods:
  • Monday forms, integration with other platforms, Excel import, manual entry
• Data Enrichment:
  • Automatically populates company info
  • Smart duplicate management system

Customer Relationship Management

• 360 View of Leads:
  • Stages, contact and company information
  • Timeline of interactions
• Customization:
  • Easily edit widgets and settings

Emails and Activities

• Centralized Management:
  • Send/receive emails, add activities
  • Email composer supports templates and auto-populated fields
  • Email tracking and AI chatbot for faster composition
• Automations:
  • Automate notifications and status changes
  • Manage hot leads and ensure timely responses

Opportunity Management

• Automated Lead Qualification:
  • Creates contacts and accounts when leads are qualified
  • Opportunity board management
• Features:
  • Conditional coloring, item view permissions
  • Mass emailing feature to multiple recipients

Reporting and Views

• Pipeline View:
  • Understand revenue potential by stage
• Rep View:
  • Filter to see only relevant data
  • Automations for logging activities

Collaboration and Automation

• Legal and Post-Sales Collaboration:
  • Automatic legal requests, status tracking
  • Automations for account management and finance
• Communication Integration:
  • Celebrate wins via Slack or other platforms

Dashboard and Reporting

• Builtin Dashboards:
  • Insights for managing and tracking pipeline
  • Overview dashboard for complete CRM insights
• Conversion Funnel:
  • Follow deal flow and calculate conversion rates
• Team Performance and Leaderboard:
  • Visualize team activities and deal conversions

Mobile Accessibility

• Mobile App:
  • Dedicated experience for CRM usage on the go
  • Features include calling, emailing, and logging activities offline

Closing Remarks

• Customizability and Intuitiveness:
  • Encourages use across sales stakeholders
• Conclusion: Emphasizes the benefits of using Monday Sales CRM for maximizing sales potential