monday sales CRM - Tutorial for Beginners

Tired of clunky CRM software that holds your sales team back? In this video, we'll dive into monday sales CRM, a powerful and fully customizable platform designed to help you streamline your sales process and close more deals.

Whether you're a seasoned sales pro or just starting out, you'll learn:
- The basics of monday sales CRM: How to set up your account, navigate the interface, and manage your leads, contacts, and deals.
- Customization magic: Discover how to tailor monday to fit your unique sales workflow, with custom boards, fields, and automations.
- Boosting productivity: Automate repetitive tasks, send personalized emails, and track your progress with monday's intuitive tools.
- Collaboration made easy: Work seamlessly with your team, share updates, and stay on top of every deal in real-time.
- Actionable insights: Gain valuable insights into your sales performance with customizable reports and dashboards.

By the end of this video, you'll be equipped to:
- Close deals faster: Streamline your sales process and move prospects through your pipeline efficiently.
- Improve team communication: Collaborate effectively and keep everyone informed on every deal.
- Gain valuable insights: Track your progress and make data-driven decisions to improve your sales performance.

This video is sponsored by monday sales CRM.

📚 RESOURCES

⌚ TIMESTAMPS
00:00 Introduction
01:04 Get Monday sales CRM
01:26 Home screen
3:00 Leads board
6:59 Add leads with forms
9:09 Connect email
9:48 Email lead
12:26 Qualify lead
13:07 Mass mail
14:20 Contacts board
16:06 Deals board
18:48 Board views & widgets
22:35 Board relationships
23:17 Activities
25:14 Automations & recipes
27:40 Invoices
28:23 Sales dashboard
30:31 Wrap up

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#stratvert #mondaysalescrm #monday

[droisvi]

I love Monday. It allows you to build tables that works for you and the best tool to use if you are managing project(s) to creating customizable ticketing systems and much more.

[littlecarmine]

Could you do a video explaining Microsoft dynamics?

[matthewstevens]

make a salesforce series turorial plz!

[LindaSHarris]

😳 Seamlessly Kevin..😊 I will look again, and thank you.

[towhidurr]

I like u & ur helpful video from Bangladesh.

[donalda.abrams]

So why did you choose monday sales versus other platforms such as Sales force or Nimble? We selected Nimble and it appears to be identical.

[Eternal_Tech]

I know that this is just a demonstration video, but in Kevin's mock email to a potential franchisee he states:

"You will have the freedom to customize your menu, pricing, and marketing strategies to suit your local market and preferences."

While this may pique the interest of some potential business owners, this strategy is quite off-putting to many customers. It is quite frustrating for many customers to view promotions that the company probably spent thousands to millions of dollars on, visit their local restaurant, and then discover that the item that was advertised is not sold at that location or that the promotional price is not honored there.

When this happens, it does not only look bad for the franchise, but for the franchisor as well.

[lacyp]

DARK THEME IS TURNED ON IN YOUTUBE, BUT PAGE IS STILL LIGHT ? i'M USING OPERA BROWSER.. ? EARLIER PAGES WERE DARK UNTILL I TURNED ON BLOCK ADS ON YOUTUBE ? HOW TO FIX ?

[rudolphg]

How is a monday sales CRM account with a Project Management template any different than a Monday Workfoce account with a CRM template. I can't tell the difference between both platforms. If its just templates which can be used in both, why create two separate accounts, logins, and logos?

[joshuaharmening]

What is the difference between "Company" and "Account"????