Have you decided to integrate the monday.com CRM to better manage sales and leads in your startup? In that case, you’ll have to first know the unique features this tool offers. Examples include lead management, sales forecasting, automation, and more.
Now and then, the monday.com CRM tool rolls out updates to improve the existing features and user experience. For example, the monday sales CRM released a new update in November 2023 that allowed users to view the item card widgets in a single pop-up window. As a result, it provided space to better check and update deals, accounts, contacts, etc.
Due to this, the platform has attracted a huge user base of 225,000 customers across 200 countries. As of March 2024, monday.com has already generated USD 216,913.
Do you want to know the unique monday.com CRM features that make all this possible? Let’s learn more about that in this blog post.
#1. Leaderboard Widget on monday CRM
Forbes reports that lead-generation processes can bring 133% more revenue. However, that’s only possible if startups can properly manage their leads.
Thankfully, monday.com CRM has a lead information system that helps in project management and sales cycle tracking. You can also automate follow-ups, updates, and lead-scoring tactics.
To do all that, you can use the monday CRM leaderboard widget. This feature allows sales managers and representatives to:
Stay on top of the team’s metrics and lead management.
Uncover any bottlenecks with prospect follow-ups.
Ensure a high-performing team who can win more deals.
Understand the intricacies of the sales funnel conversion rates.
Apart from this, the funnel chart widget allows you to follow a deal’s progress by showing the current status and future projections.
#2. The monday CRM Tool’s Item Creation Form
Research has proven that 82% of people lack a time management system as they only use their email inboxes. The thing is, your team will be more efficient if they have a well-defined task list.
Did you know that the CRM in monday.com offers an easy-to-use item creation form to solve this issue? With this feature, you can set up your boards and add the item manually by inputting data to the required fields.
It offers the following benefits:
Helps startups keep client data and employee data organised.
A clear view of the status columns to ensure proper tracking.
The team can access a calendar showing the tasks for each week or month.
While creating an item on the monday sales CRM platform, you can select the fields to be shown, the order of the fields, and which fields are mandatory.
#3. The CRM System monday Has Interaction Tracking
Did you know your startup can generate an ROI of USD 36 for every USD 1 spent on emails? But, to get the best results, you’ll have to track every interaction throughout the customer journey.
The monday.com sales CRM software allows you to do just that. Here are a few examples of the unique features:
Send and receive emails
Create email templates
Support ticket management
Live chat abilities
Phone calls and meeting scheduling
Capture meeting notes
As a result, any startup using monday CRM can stay prepared when contacting customers. With this tool, you can get the timing right for every lead’s sales cycle. You can also centralise your customer relationships, which helps your team reduce time while tracking every interaction.
#4. Automatic Contact Creation in the CRM Software by monday.com
Did you know that monday.com CRM offers a wide range of automations? For example, you can create contacts automatically from emails you send through this platform.
Startups can do this by adjusting their Emails and Activities settings. With this, you don’t have to manually create a new partner, client, or lead again. For that, you’ll have to:
Open an item from your Leads or Contacts board.
Select the gear icon to open the settings menu in the monday CRM platform.
Choose “email account setup and privacy” and find the email you want to manage.
Click on the “automatic contact creation” option.
In the pop-up window, select “create a contact when you send an email to someone new” and choose your specific board.
#5. monday.com Can Give Teams a True Mobile CRM Experience
An article by the Hollywood Gazette proves that 55% of employees prefer using their mobile phones for work. That’s why some SaaS products have a mobile application. The CRM software monday is also part of this trend.
Think of it this way: Your sales team might be on the go, needing a CRM platform that’s accessible through mobile phones. The monday CRM app can help because it offers:
Easy-to-use and customisable features
Access to workflow and inboxes
The ability to check daily tasks from anywhere
How many sales reps can say that they can always be ‘on the go’ because of their mobile CRM tool? With the monday CRM app, startups can offer a mobile experience because your team can:
Effortlessly access the Deals, Contacts, Accounts, and Leads boards.
Send emails, track interactions, and add activities on any mobile device.
To End With
As you can see, monday CRM is a treasure trove for most startups.
With its unique item creation form, lead management, and interaction tracking features, this tool offers a highly customisable cloud-based interface. Businesses from various industries and sizes can benefit from the range of tools offered by monday.com CRM. Examples include contact management, sales forecasting, task automation, etc.
However, industry leaders believe it takes a few months to successfully implement a CRM tool. As a busy startup founder, you cannot possibly expect to fully understand the monday CRM’s capabilities within a few weeks if you don’t get help from implementation consultants.
That’s why you must collaborate with monday.com-certified partners like Fruition Services for your CRM needs. We offer effortless and tailored integration or data migration for a seamless switch to monday.com. Our strategic monday.com CRM optimisation can also help startups maximise ROI by providing comprehensive support and training to your team.
FAQs
Is monday.com a CRM tool?
Yes, monday.com has a CRM system for businesses. This monday CRM helps companies communicate with customers, increase profitability, and streamline business processes.
The CRM in monday.com has features like automation, integration, dashboards, etc. On average, this tool has already helped over 152,000 customers track clients and maintain relationships easily.
What does the monday.com CRM review say?
According to Capterra’s monday.com CRM review, this tool has a 4.7 rating out of 5. This software is best known for its ease of use, unique features, customer service options, and value for money.
Zac G., a CEO, mentions how great this all-in-one CRM platform is for project planning and management. Amanda, an HR Generalist, finds monday.com CRM a great tool to control her company’s sales efforts.
What are the benefits of the CRM software by monday.com?
The CRM monday tool helps business owners enhance their workflows by offering automation and centralisation of customer data. With benefits like email tracking, activity management, data migration, and email composition, you get to organise all data in one place.
You can also track performances due to the easily customisable dashboards, contact management, and sales forecasting features.
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