Track Sales and Team Performance with CRM Software Monday

Last updated on March 31st, 2023

Monday’s can be hectic! The volume of work can be immense, with the weekend far away from sight. Monday’s can be particularly hard if you are engaged in sales. This is why Monday Sales CRM aims to make your sales easy to manage.

What is Monday Sales CRM

Monday Sales CRM provides resources for making sales tracking easier for project management. CRM Software Monday provides everything from email tracking for sales leads, activity management for calls, meetings, and notes to performance tracking resources for goals, pipelines, and team performance.

Getting Started with Monday Sales CRM

You can get started with CRM Software Monday by using an email or Google account.

During the account setup process, you will be asked a few questions such as your account type (personal, work, school, or non-profit), the number of employees in your organization, etc. To tailor your experience, you can select what aspect you would like to focus on. A few options include content calendar, document management, project management, digital asset management, event management, forms management, sales pipeline, project planning, and strategic planning.

In the next step, you can invite members with Admin or Member credentials to add your team to your CRM.

Sales Dashboard Features

Detailed Sales Dashboard

The detailed sales dashboard can help provide an overview of active deals, average revenue and value, sales pipeline, deal stages, monthly progress, etc.

Centralized Communication and Team Management

With centralized communication and team management, you can create a sales pipeline to suit your workflow. The sales dashboard can be customized to match your team’s requirements, with integration for various third-party apps.

Easy Tracking of Activities and Leads

Your dashboard can give you a quick overview of deals, active leads, activities, and contacts to keep you and your teams on track.

Wide Range of Third-Party Integrations

This sales CRM software provides a wide array of third-party integrations including Microsoft Excel, Outlook, Microsoft Teams, Dropbox, Slack, Zoom, Google Calendar, Gmail, Google Drive, LinkedIn, OneDrive, Zapier, Aircall, Salesforce, DocuSign, Zendesk PanaDoc, Copper, Pipedrive, Stripe, Mailchimp, PagerDuty, Trello, GitHub, and Twilio.

Monday Sales CRM

Below is a video by the developer that provides an overview of Monday Sales CRM.

Final Thoughts

CRM Sales Monday is a robust project management tool that can help streamline sales and team activities. Not only does CRM Sales Monday make it easier to track sales pipelines, lead generation activities, and customer tracking but it also provides advanced sales analytics. Furthermore, you can also keep track of which of your team members are meeting their sales targets and evaluate performance. CRM Sales Monday is available for free, with more advanced features available via premium packages.

About Farshad

IT professional, communications specialist and Blogger!

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