Salespeople are a unique breed. They always have to be one step ahead of the competition, whether knowing their product inside and out or being able to read their customer’s needs like a book.
It’s no wonder they’re always looking for new tools and technologies to help them work smarter, not harder.
Enter Monday sales CRM. Built on top of monday.com Work OS, it lets you control your entire sales funnel and close more deals faster by automating manual work and streamlining sales activities from start to finish.
Monday sales CRM is your one-stop shop for sales automation. You can automate repetitive tasks, capture and import leads, centralize deal and contact info, send and receive emails, and record each interaction—all in one place.
In this post, We’ll take an inside look at Monday sales CRM. Here is what we will look at:
So if you’re ready to take your sales game to the next level, read on!
What is Monday Sales CRM?
Monday Sales CRM is a customer relationship management (CRM) software that helps sales teams automate their workflow and close more deals.
Since the CRM is built on top of monday.com Work OS, a flexible platform that allows businesses to customize their workflows and processes, Monday Sales CRM inherits all the features and benefits of monday.com Work OS and adds sales-specific features such as a sales pipeline, deal tracking, and email integration.
In short, Monday Sales CRM is a powerful tool to help sales teams increase productivity and close more deals.
Benefits of Monday.com CRM.
There are many benefits of using Monday Sales CRM. Here are some of the most notable ones:
1. Quick setup and fast adoption:
Monday.com’s interface is so visual and intuitive that you don’t need to be a developer to get started.
As soon as you sign up, you’ll be able to start using it without any onboarding. And because it’s so easy to use, you can start selling in no time.
So if you’re looking for a CRM that’s quick to set up and fast to adopt, Monday CRM is the perfect solution for you.
2. Customizable to fit any business need:
There’s no one-size-fits-all solution regarding sales pipelines, workflows, and processes – every business is different. Monday sales CRM is easily customizable to fit any business need.
You can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
Monday sales CRM is the most flexible and user-friendly sales CRM on the market, trusted by Salesforce, Google, Apple, and more.
3. Automate manual work:
Manual work is a pain. It’s repetitive, it’s tedious, and it’s often the source of errors. That’s why automation is a valuable tool for businesses of all sizes.
With Monday sales CRM, you can automate repetitive work and save your team valuable time.
You can focus on more important things by automating sales tasks, like growing your business.
And with Monday’s built-in AI capabilities, you can rest assured that your automation will be accurate and reliable.
4. Manage the entire sales cycle:
There are many moving parts in customer relations, and it’s easy to lose track of something important.
Monday’s CRM can help you keep track of every step in the sales cycle, from lead capture to deal closing.
And because everything is in one place, you’ll never have to worry about losing track of a critical step again.
5. Keep everything in one place:
Centralize deals, contacts, and communication, so you can get back to doing what you do best: growing your business.
And with the Monday CRM app, you can access your sales pipeline from anywhere, so you never miss a beat.
6. Make data-driven decisions with reports and analytics:
The CRM has built-in reporting and analytics tools to help you track your sales performance and make data-driven decisions.
You can see how your sales funnels are performing in real-time, identify areas of opportunity, and make changes to your sales strategy on the fly.
You can also easily share your reports and analytics with your team, so everyone is on the same page and working towards the same goal.
Features of Monday.com CRM.
Many businesses use Monday CRM for sales. It has several features that make it an attractive option for sales teams. Let’s look at some of the features that Monday offers and see why it is such a popular choice for sales teams.
The built-in lead management feature ensures you never miss a beat when collecting, qualifying, and following up with leads.
You can quickly capture leads from your website, and the Facebook campaign integrations mean you can also collect leads from your social media campaigns.
Once leads are in Monday sales CRM, you can automatically follow up with them using email templates and drip campaigns.
Account and contact management:
Get a 360° view of your customers, allowing you to keep records of all your contacts and account information in one place.
The Monday CRM also provides a visual view of all past interactions, deals, or projects associated with each customer, so you can always be prepared for your next interaction.
The feature is perfect for streamlining your customer interactions and driving sales growth.
Keep track of your sales pipeline with a visual pipeline, see where your deals stand, and customize the pipeline to your needs.
You can drag and drop deals between stages, automate manual work, and track all contact interactions in one place to get the most out of your sales process.
With its easy-to-use interface, you can quickly set the deal value and close probability and then track your progress with reports.
You can also drill down your forecast details by month, sales rep, or other criteria.
And if you need to make changes, Monday.com makes it easy with the edit option.
The sales analytics feature is the perfect way to get data-driven insights into your sales pipeline.
With real-time tracking and reporting, you can gain real-time insights into forecasting, team performance, activity status, and more.
And pre-built dashboards are fully customizable so that you can tailor them to your specific needs.
Whether you’re looking to improve your sales process or keep an eye on your team’s progress, Monday’s sales analytics features will give you the information you need to make better decisions.
See how your team is performing against quotas and make adjustments in real-time to ensure that you hit your numbers.
You can easily track attainment over time and identify trends and improvement areas.
And because Monday.com is cloud-based, all team members can access the data from anywhere, on any device.
Have all your post-sales activities in one place to easily track what’s happening with each customer account and ensure that nothing falls through the cracks.
Monday sales CRM can also help you keep an eye on renewals by setting up reminders and alerts, and you can ensure you never miss a deadline.
Monday.com is the perfect sales CRM for client projects. Not only does it help you calculate billable hours, but it also makes it easy to send quotes and collaborate with stakeholders across all teams.
Keep track of your client projects, so you can always be sure you’re on track and within budget.
The collection racking feature is just what you need to keep your client’s collections status under control.
Get an overview of what’s expected and easily spot where your attention is needed most to keep your collections process running smoothly.
Sales team onboarding:
Plan and run a smooth onboarding process for every new rep on your team. Monday.com’s drag-and-drop interface makes it easy to build custom sales onboarding programs that fit your unique needs.
The platform also allows you to track each rep’s progress and ensure they meet all necessary milestones.
The feature ensures that your sales team is fully prepared to hit the ground running and achieve success.
This is a perfect tool for your sales team to stay updated on your products, services, and pricing.
Monday also makes it easy for them to access your sales materials and knowledge base.
Whether answering customer questions or preparing for a presentation, sales collateral comes in handy.
Documents for sales:
With Monday Sales CRM, you can create a library of all the documents you need to close deals, including legal, security, financial, and more.
In addition, you easily find and share documents with your team so that you can close deals faster.
Other notable Monday.com CRM Features.
Monday.com CRM offers many features that make it a popular choice for sales teams and businesses looking to make their customer experience as easy and streamlined as possible so they can get ahead of the competition.
2-way email integration with Gmail and Outlook:
2-way email integration with Gmail and Outlook is a great way to stay on top of your client’s needs while they’re busy working.
You can connect either their account or yours if you want access via the CRM (customer relationship management) software that will give notifications about incoming emails, so it’s easy for everyone involved.
Activity management is a must for any professional, but it becomes even more critical when you’re in sales. With the activity manager feature, planning your week ahead can be done easily and quickly so that there are no missed opportunities.
The great thing about this tool? You don’t have to worry anymore because everything will already be planned out just how you like it.
Quotes and invoices:
Monday CRM makes creating and managing quotes, invoices, or other documents easy with a few clicks. This feature allows sales reps to quickly generate the quote they need without leaving their system.
Quotes can even be exportable in different formats, so they are always ready when needed.
They also offer lots of templates for customizing your creations.
Merge duplicate data:
Merging duplicate data is a quick and easy way to keep your records up-to-date.
This feature allows sales reps to clean their files without making multiple copies, which can be time-consuming if they’re responsible for hundreds or thousands.
Email templates with custom parameters:
Monday CRM offers a variety of customizable email templates that allow sales reps to stay in touch with their clients.
These email templates can be personalized by including specific parameters like client name, company information, or even contact details for future communications; this ensures that each message is tailored specifically towards the individual being contacted.
Email tracking and automation:
Monday CRM offers email tracking and automation features that make it easy to stay on top of your sales process.
With email tracking, you can see when a client opens an email and click on links.
Automation features allow you to automate repetitive tasks, such as sending follow-up emails or scheduling appointments.
These features save sales reps time and make it easy to stay on top of their sales process.
Google Calendar sync:
The CRM’s Google Calendar sync makes it easy for sales reps to see their client’s schedules in one place.
You can schedule meetings quickly and never miss an opportunity, all from one convenient place.
Customizable email signatures:
Customizable email signatures allow salespeople to add their personal touch when sending out emails.
With this in mind, you can brand yourself, build strong relationships with your clients, and stand out from the competition.
Monday CRM offers a variety of automation features that make it easy to stay on top of your sales process.
With automation, you can easily send follow-up emails, schedule appointments, and never miss an opportunity.
In addition, automation can help you keep track of your progress and stay organized. Automation can help you close more deals and grow your business when used effectively.
Monday CRM integrations.
Here’s a look at some of the best Monday.com integrations out there:
Monday’s new Salesforce integration allows you to sync your data between the two platforms and have a unified view of all aspects of your sales pipeline.
With this capability, you can manage every part of that process in one place, saving time!
HubSpot is the go-to solution for companies looking to centralize their sales and marketing operations.
Integrating Hubspot with Monday CRM will allow you to manage all your leads in one place, ensuring that every contact gets an accurate profile no matter where they are located or what device they use.
With the Mailchimp integration, you can manage your email campaigns right from within Monday.com. Get the latest stats on deployed emails, collect new leads, and more.
With Twilio, you can add SMS notifications and phone calls to your Monday workflow. This way, you can ensure that the right people get the correct information at the right time.
Twilio’s Monday CRM integrations can easily customize your messages to reach the people who matter most.
With this integration, Monday users can make, receive, log, and manage sales calls directly from Monday and see contact information and call history in a snapshot.
The partnership helps users be more efficient and organized with their sales calls and makes it easier to close deals.
Now you can create, send, and track documents directly from Monday, making getting the information you need easier.
Monday makes it easy to stay on top of your paperwork, and with PandaDoc, you can ensure everything is in order.
Monday.com CRM Wrap up.
Monday.com CRM is the future of customer relationship management. It’s a sleek, intuitive platform that helps sales reps manage their contacts and keep track of deals in progress.
It integrates with other popular platforms like Salesforce and Gmail, making it easy to start. Plus, the team at Monday is constantly updating and improving the product based on customer feedback, so you can be sure that you’re getting the best possible service.
The CRM is perfect for small businesses or solopreneurs who want an easy way to keep track of their sales pipeline without investing in a complex system. The interface is straightforward, so you can start using it immediately without any required training.
And because it integrates with other popular platforms, you can quickly transfer your data if you decide to switch providers later.
If you’re looking for a reliable CRM to help you stay organized and focused on your sales goals, check out Monday CRM today. It’s by far the most user-friendly option available on the market, and it comes with all the features you need to succeed in today’s competitive marketplace.