What is a CRM?
A customer relationship management (CRM) platform is a centralised place for you to organise all of your data and track the status of every customer relationship.
Why do you need a CRM?
The ultimate goal is to improve business relationships with your customers focusing on retention. A CRM also helps streamline the entire sales cycle, which results in closing deals in your sales pipeline and helping everyone on the team reach their targets faster.
Build the perfect CRM with monday.com
Bring different departments together into one workspace with monday.com’s CRM platform. Create your CRM to suit the requirements of your business by using ready-made templates or customised boards (that you or enable.services can build). Run every aspect of your business using monday.com and get a 360-degree view of every customer. Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
Benefits of using monday.com as your CRM
Hassle-free, easy set-up
Starting with a new piece of software can be challenging, especially when you’ve got to transfer lots of data. monday.com recognised this, and so they decided to build a CRM template that helps you get started with the platform. With monday.com’s template, you can capture leads, track sales pipelines, store and manage contacts and generate insights to optimise success.
For the users who like to start from scratch, monday.com has a flexible drag-and-drop interface that helps you build a CRM that suits your processes. You can change the groups and columns however you please. Plus, there are over 30 different types of columns for you to pick from. You can add as much information as you want to monday.com and make it as complex as you need. Some things you might consider adding are client notes, estimated deal value, related files, and planned due dates for follow-ups or next steps.
Don’t have the time to set up a CRM?
enable.services are monday.com’s UK Platinum Partner and we help with discovery, scoping, set-up, customisations, integrations, training, onboarding and more. No matter what your requirements are, our experts will help guide you through the process of achieving your goals.
Save time with automations
Workflow automation is the key to removing low-impact tasks from your workflow, so your team can focus on work that matters. monday.com’s CRM software lets you create automation rules that follow the ‘if this applies, then do that’ logic. Automations are very easy to create and don’t require any technical skills (because they’re code-free)!
Let’s take a leads board as an example; when a new lead comes in, you can set up an automation that when the lead’s status is changed to “Won” or “Closed,” a task is automatically created on the Projects board (with all the deal details).
You can also set up automation mapping within monday.com’s CRM platform. This functionality is great for re-occurring tasks; for example, you might have a list of calls that need to be made every Monday. monday.com will create an item automatically for you to make the calls so that you have all the information readily available to you.
Analytics that actually provide valuable insight
A CRM must enable you and your team to get analytics instantly. Rather than manually entering data into a piece of software, monday.com will use the data you already have in the platform to create reports that help you gain valuable insights.
CRM reports you can build within monday.com:
- Open opportunities
- Sales pipeline
- Targets vs actual income
- ARR by salesperson
- Leads by salesperson
- Outbound vs inbound deals
- Project by status
- Last year vs this year
- Workload by salesperson
All of these reports can be created on a dashboard that gives you an instant overview of the status of your deals. You’ll also be able to see how well all of your personnel are performing. This means you can praise the right employees at the right time. Reporting on your budgets from the start of the year and comparing them to your actual income as the months go on is great for decision making. It means you can be flexible enough to change processes along the way if you think something will work better and therefore generate more revenue.
What makes monday.com’s CRM platform stand out?
monday.com is scalable; it’ll grow with you. Whether you’re a small or medium-sized business or running a large enterprise, monday.com has the features to support teams of all sizes. It doesn’t matter if your team currently has 5 leads or 500, monday.com’s CRM platform can help you manage and track them all with ease.
The great thing about monday.com is that it’s way more than a CRM. monday.com is a fully-fledged, cohesive work environment that you’ll love using! No matter what department you’re in, monday.com will have functionality that suits your processes and projects.