Monday Sales CRM – Tutorial for Beginners

Monday Sales CRM – Tutorial for Beginners

HomeKevin StratvertMonday Sales CRM – Tutorial for Beginners
Monday Sales CRM – Tutorial for Beginners
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Get an extended 30-day trial of Monday Sales CRM: https://bit.ly/mondaysalesCRM

Are you tired of clunky CRM software holding your sales team back? In this video we 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 professional or just starting out, you'll learn:
– The basics of CRM for Monday Sales: how to set up your account, navigate the interface, and manage your leads, contacts, and deals.
– Custom Magic: Find out how to customize Monday to fit your unique sales workflow, with custom boards, fields, and automations.
– Increase productivity: Automate repetitive tasks, send personalized emails, and track your progress with Monday's intuitive tools.
– Easily collaborate: Collaborate 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 will 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.

SOURCES
– Get Monday Sales CRM: https://bit.ly/mondaysalesCRM
– monday.com work management guide: https://youtu.be/K-j7Ty2rHBc

TIME STAMPS
00:00 Introduction
01:04 Get CRM for Monday sales
01:26 Home screen
3:00 Leader 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 Offers board
18:48 Board views and widgets
22:35 Board relations
23:17 Activities
25:14 Automations & recipes
27:40 Invoices
28:23 Sales dashboard
30:31 Wrap up

RELATED VIDEOS
– Playlist with all my videos on monday.com: https://www.youtube.com/playlist?list=PLlKpQrBME6xK7pcgZEmkEXBGcLSzjS8e9

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