Monday CRM – The Masterclass

A Beginners guide to mastering Monday's CRM Platform Using a Project Based Approach

Created by: Darius Kruger
Engineering, Technology & Business

What Will I Learn?

• Add a free trial of Monday CRM to your Work Management Package.
• Master Monday Boards & Columns to Effectively Store Client Data and Communicate with Clients.
• Use Automations to Increase Workflow Efficiency.
• Use Third-Party Integrations to Customize your Monday System.
• Instantly Generate Auto-Populated Documents such as Quotes and Contracts.
• Effectively and Proffessionally Communicate with Prospective Clients by Using Workforms to Survey and Interact with Clients.
• Visualize and Analyze Important Information using Charts.
• Create Intuitive Sales Pipeline/Funnel Views and Workflows.
• Manage User Access and Permissions
• Perform Simple and Advanced Calculations in Monday CRM (Including Adding Excel Documents to your Boards)

Requirements

• Internet Access
• No software needed - We'll use a free trail of Monday CRM

Target audience

• Anyone New to Monday CRM or looking to optimize their existing setup for better performance and results.
• Business Owners wanting to centralize client information, track sales pipelines, and enhance customer communication.
• Business Owners or Managers who are considering using Monday CRM in their workplace.
• Project Managers aiming to integrate CRM into their overall project and workflow management.
• Sales Teams looking to streamline their customer relationship management and improve efficiency.
• Customer Service Professionals seeking better ways to manage client inquiries and track customer satisfaction.
• Sales Teams looking to streamline their customer relationship management and improve efficiency.