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The monday.com Sales CRM Features You Need to Know About

The monday.com Sales CRM Features You Need to Know About

The monday.com Sales CRM Features You Need to Know About

The editors at Solutions Review compiled an overview of the monday.com sales CRM features companies should know how to use. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

As a relatively newer player in the CRM and marketing space, monday.com has experienced rapid growth and quickly broken into the mainstream. The cloud-based, scalable, and flexible work management and sales CRM provider equips its users with tools for creating tailored sales pipelines, workflows, and processes that drive growth.

With that in mind, our editors wanted to profile a few of the sales-centric features on the monday.com CRM platform. These capabilities can help companies across industries capture high-value leads, onboard customers, manage multiple sales pipelines, automate processes, centralize client communication, boost productivity, increase visibility, and more.

The monday.com Sales CRM Features Companies Should Know About


Lead Management and Scoring

Despite being the backbone of any successful sales team, managing leads can be difficult, especially if (and when) they come from multiple sources. The monday.com CRM platform wants to help with that, as it empowers sales reps to collect leads from any source, qualify them, and then score them automatically based on custom criteria—all from a single, centralized location. The platform’s lead management functionalities don’t stop there, either. Teams can also use the platform to automatically assign leads to best-fit representatives, set reminders for upcoming activities, receive notification whenever a lead opens an email, and log any lead-related activity (i.e., calls, meetings, notes, etc.) so the entire team is always on the same page.

monday.com also comes with a fully featured lead scoring toolkit that reps can use to reduce the time they spend pursuing unqualified leads and focus their attention on higher-value opportunities. These tools allow each user to customize and define the score a lead receives based on various pre-defined parameters. Additionally, once a lead is processed, the formula can be adjusted further, without any coding required, to zero in on sales-ready prospects.

Email Tracking

Email is still the primary way businesses interact with customers, so a sales team must have the tools to track, manage, and maintain their email communications. monday.com can help by automatically logging sent emails, keeping track of all customer interactions, and providing reps with personalized email templates to increase open rates and save time. monday.com’s email tools are also designed to integrate with whatever email platform a team uses (i.e., Gmail or Outlook) and allow users to automate their outreach so customers receive the right messages at the right time.

Account Management

Getting and maintaining a 360-degree view of your customers is essential to developing long-term relationships with customers. With monday.com, sales teams can streamline the process of tracking contacts, deals, interactions, and tasks by linking each activity to designated follow-up efforts. This creates a centralized repository of account information, making it easier for teams to stay on the same page and ensure the correct prospects receive the right communications. Some of monday.com’s account management features include customizable dashboards, activity management, email integrations, and real-time data updates.

These features can also help reps manage the post-sales experience, which is an essential part of turning a single sale into a long-term customer. By compiling all a customer’s information in one place, sales teams can maintain regular communication with a customer after a deal is signed. This helps maintain the health of the customer relationship, makes it easier to identify at-risk customers, and improves the chances of noticing when an opportunity for another sale arises.

CRM Integrations

Whatever the size of your business or sales team, the monday.com marketplace has the CRM integrations you need to extend and optimize your sales efforts. Integrating monday.com with other CRM solutions means equipping your team with additional business functions and eliminating the need to switch between systems. For example, some of the integrations available include Gmail, Outlook, Aircall, Docusign, Twilio, Mailchimp, Facebook, LinkedIn, PandaDoc, Zoom, Google Forms, Pipedrive, Freshdesk, and many more.


Links to READ: The Top Monday.com Training Courses for Marketers to Consider


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