Webinar on Demand
From Leads to Deals: Mastering monday.com CRM for Success
Get organized and stay on top of your work effortlessly with monday.com
Language: English
Format: Recorded Webinar
Duration: 44m
About this webinar
Are you ready to revolutionize your sales process and maximize your CRM capabilities with monday.com?
Watch our recorded webinar and learn how you can use monday.com CRM to optimize your sales pipeline, improve team collaboration and boost your sales performance.
Learn how you can use the platform to efficiently and effectively manage everything from lead generation to deal closure.
What will you learn
- Lead management: step-by-step instructions on how to create and manage boards to track leads, manage interactions and monitor lead history.
- Sales Pipeline: Techniques for designing boards that visualize your sales pipeline from first contact to close, ensuring that every opportunity is tracked and acted upon.
- Customer Relationships: Best practices for managing customer data, interactions and follow-ups to strengthen customer relationships and improve customer retention.
- Integration and automation: How to connect your CRM with other tools and automate workflows to save time, reduce manual effort and make your business process smooth.
Meet your speaker
Tara Horn, a seasoned monday.com expert, has extensive experience helping companies optimize their workflows and business processes.
With a passion for productivity and organizational excellence, Tara will guide you through the full potential of monday.com’s CRM capabilities and ensure you can manage your sales process with ease and clarity.
Who should watch
This webinar is ideal for sales managers, sales reps and executives of any size organization who want to improve their sales strategy with monday.com CRM.
Whether you want to focus on lead management or optimize your entire sales funnel, this session will provide you with the tools and techniques to drive your sales success.