monday CRM

How our team use monday CRM is to help organize & keep structure of our invoicing processes. We have many boards to our team use, but the main one we use is out "COTI" board which gives a run down of all required documentation & certain tabs needed to push a deal through the next phase to get invoiced. In the case there is a discrepancy that is needed to be addressed, we are able to tag the needed individuals and inform them of the request. My role also requires to calculate reps commissions for each machine sale I invoiced, and we use a monday CRM board called "warranty & profit". We use this board to keep track of our cost for each individual deal that we get & input into our ERP system while also using this board to calculate our gross profit for each sale. I feel like problem we had before the use of monday CRM, was the lack of interfacing between our systems & as well as the customizability. monday CRM so far as looks to be responding well to our systems and offers great options on how we are able to customize each board, with ability to run automations smoothly.

• I feel since we integrated to monday CRM, that the speed of our invoicing rate has increased, due to the easier navigation monday CRM provides.
• Communication with other peers & departments has become easier to reach out since we all share this platform and able to tag the needed person.
• We are also able to view and give reports easier to our VP's/ higher up, providing visibility and graphs of our trending sales numbers categorized by each store with different sales type.

Uptake

We are a B2B SaaS firm, we use monday CRM to collate leads generated from various marketing channels and qulify these leads through the various stages of the pipeline to close a deal. This will also be a point of ollaboration between the sales and marketing teams to work on the prospect and close the deal

• We had 2k+ leads, it helped up identify top 1% to prioritize and close the deal
• It helped up identify most interested account amongst the lot to focus
• Collaboration with the sales and marketing has been wonderful
• It helped identify contacts to be removed and not identified as good fit for our business

HubSpot CRM, Salesforce CRM Analytics and Zoho CRM

HubSpot CRM, Apollo.io, Dropcontact, HubSpot Marketing Hub

We are an executive search firm and use the CRM to give full visibility and track email correspondence with our clients and to keep historical records of all of our searches.

• The monday CRM has been a game-changer for us primarily for the visibility among team members.
• It has allowed our CEO to have more insight to the picture as a whole - financial and forecasting.
• It has given our team members structure and accountability in their correspondence with clients.

Clockwork and Clockwork CRM

Outlook4Gmail

I use it to classify my leads and create contacts and company base in this information and how interested they are to my services. I did not have one place where I could see all the information about my clientes, and with monday CRM I can see everything from the begging.

• ROI
• People management
• Time saving

Formstack for Salesforce, CRM in Cloud by TeamSystem and LivePerson Conversation Cloud (LiveEngage)

monday.com, Slack, Microsoft Teams

Currently use to track campaign and tasks across multiple different teams. This allows for optimal collaboration and visibility across these teams with tasks assigned and visibility into the progress of task getting completed within timelines.

• Scalability of time when managing projects
• Time saving management to focus attention on higher ROI initiatives
• Greater visibility into which teams are falling behind

Adobe Workfront

Adobe Workfront, Azure DevOps Server, Trello