Major Points
- monday.com best known for its project management also serves as a CRM tool.
- The system plays an important role in building a relationship between each department of the organization.
- It has amazing features to make your work easier.
monday.com is a well-known solution for its project management functions also serving as a CRM tool. It is one of the most reputed platforms that provide project management. It not only assists in project management but also builds a strong relationship with customers.
In 2012, monday.com CRM was founded, the most flourishing project management tool in the whole market. This tool offers a CRM system that enables the addition of a CRM board to keep up with customer relations. This is a flexible tool used for all types of organizations.
With several features, it helps you manage your work. You will have a clear vision and complete information data in the main database. Customization according to the customer’s needs can also be done. To know further about the CRM features of monday.com read below.
What Does Monday.com CRM Imply?
A prominent communication and project alliance solutions tool that makes projects easy and builds strong customer management is Monday.com. The complete information is stored in a synchronized way and kept in a centralized database.
This tool acts as a platform that enables the team members to discuss and achieve decisions together. This tool is furnished with amazing features like universal, compact, and much more. As a CRM system, Monday.com integrates a variety of intricate activities into a single platform for simpler pipeline management, total visibility, and contact database unification.
The customization of the portal for customer management is allowed in many ways until it is not completed according to customers’ needs. It also plays an important role in uniting every department of the organization regardless of the size and type of the organization.
It ensures that every department contributes some effort and skills to the project. Most importantly, the system ensures that the project management builds a relationship between each department and they participate together giving their best contribution to the organization.
Know About Some Of The Features Of Monday.com CRM.
Monday.com CRM is equipped with exceptional features that help you to work with a great management system. The software is considered a top project management tool. The software provides its customers with CRM features. Down are some of the features you need to know.
1. Managing the Lead:-
Monday.com has a feature of lead management that makes it more impressive and the best platform for project management. This feature enables the users to track the complete sales cycle of the organization and trace their goals.
The customers can score their leads so that they can decide which ones to follow up on first, and they can automate follow-ups and updates with the sales team. A sales representative could use this software to identify leads that need to be followed up on and know when to get in touch with the prospect.
2. Tracking of Interactions:-
The most important aspect of the business in sales is timing. The software needs to track the customers’ journey. The system tracks all the interactions between the customer and the organization to decide according to that track report.
monday.com tracks all the emails, live chat, calls, messages, meetings, and another site where the interaction can take place so that when necessary you can directly contact the customer.
3. Team Work:-
Project Management is done with the help of a team working together with complete dedication. The organization needs to ensure that every member of the team is doing their respective work according to the sales cycle.
monday.com is a software that connects the office with the customer-facing team so that the time is utilized in a managed way and the process is made according to that. It also helps to give you information about every team member’s efforts and work.
4. Analytics and Broadcasting:-
Any business cannot be handled without data. Monday.com analyzes incoming CRM data to detect trends and produce reports that users can explore to see how their team can perform better. If the user’s team’s revenue is low but its conversion rate is high, for instance, they might look into ways to increase daily customer contact or the flow of leads into their business.
In addition to helping the customer avoid being in that situation in the first place, these reports give them the handle on their company so that they aren’t left scratching their head if sales start to lag
5. Dashboard:-
Another important aspect of the sales team is Dashboard. The dashboard shows every member the exact place where they stand. It also shows the position of the clients in sales and what work they have to do. Monday.com uses a highly pictorial dashboard that is visible to everyone.
This dashboard showcases the complete information about the active deals, the average size of deals, the position of the team, and the other information needed.
6. Automation:-
Automation features from Monday.com are essential for saving your sales team time so they can concentrate on nurturing leads. To make sure that your team is informed when to take action on customers, you may set up alerts and reminders. According to your needs, the software offers “automation recipes,” which are combinations of triggers and actions that you can set up.
A notification to someone else to take the proper action on a customer might be triggered, for instance, if the status of a customer changes.
7. Mobile Application:-
The management of sales is often in a hurry, so the organization needs a social platform that makes access easier from any place, for this they have made an app. Monday.com is an app that is easy to use. This app enables users to bring up their inboxes, work charts, and every task they have to perform regardless of the place.
