Sales strategies require a road map to ensure everything stays on track and runs according to schedule. monday.com has many project management features to keep sales professionals and teams on the same page, so nothing is missed. The company offers dozens of ready-made templates in a range of categories, including sales, marketing and office operations, so you can follow through on your strategy with minimal delays and disruptions.
There’s no need to give up the processes you already have in place, because monday.com integrates with several popular business apps, including Slack, Google Calendar and Microsoft Teams. To help give teams complete visibility into a project, monday.com offers several ways to display and analyze data, such as Gantt charts and Kanban boards. A real-time workload tracker helps you manage and allocate resources to help you meet deadlines and milestones.
Projects often generate many files, and monday.com’s document repository stores everything in one place, which is accessible from anywhere. monday.com offers a comprehensive set of CRM features that help companies stay on top of customer commitments even after the sale is closed.
Monday.com launched a new product called WorkForms, which allows users to create customized online forms to streamline data collection. With WorkForms, businesses can easily create forms for any website, such as order, request or feedback forms. With this new update, businesses can simplify their data collection process, which is essential in managing a comprehensive CRM. Users can sync WorkForms to Monday.com boards for an easier, more organized workflow.