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monday sales CRM - Tutorial for Beginners

kevin stratvert

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Автор: Kevin Stratvert

Загружено: 2024-02-15

Просмотров: 75248

Описание: ⚡ Get an extended 30 day trial of monday sales CRM: https://bit.ly/mondaysalesCRM

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
Get monday sales CRM: https://bit.ly/mondaysalesCRM
monday.com work management tutorial:    • monday.com - Tutorial for Beginners  

⌚ 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

📺 RELATED VIDEOS
Playlist with all my videos on monday.com:    • Monday.com  

📩 NEWSLETTER
Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://kevinstratvert.com/newsletter/

🔽 CONNECT WITH ME
Official website: http://www.kevinstratvert.com
LinkedIn:   / kevinstratvert  
Discord: https://bit.ly/KevinStratvertDiscord
Twitter:   / kevstrat  
Facebook:   / kevin-stratvert-101912218227818  
TikTok:   / kevinstratvert  
Instagram:   / kevinstratvert  

🎒 MY COURSES
Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/

🙏 REQUEST VIDEOS
https://forms.gle/BDrTNUoxheEoMLGt5

🔔 SUBSCRIBE ON YOUTUBE
https://www.youtube.com/user/kevlers?...

🙌 SUPPORT THE CHANNEL
Hit the THANKS button in any video!
Amazon affiliate link: https://amzn.to/3kCP2yz (Purchasing through this link gives me a small commission to support videos on this channel -- the price to you is the same)

#stratvert #mondaysalescrm #monday

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