Monday CRM Features to Grow Your Business in 2023
As one of the best CRM software, Monday.com offers users various features to help them manage their businesses.
However, with so many options available, it can be challenging to know which features will be most beneficial for your business – and if they are indeed the right ones.
This post will cover these features and what they could mean for your business over the next few weeks, months, and years.
What is Monday CRM?
Here’s all you need to know about Monday.com.
Monday.com’s dashboards provide users with a quick and easy way to view their customer data in one place.
Users can create a dashboard that meets their specific needs with customizable widgets.
The dashboard feature is perfect if you want a bird’s eye view in a snap.
By displaying your customer data in one easy-to-use interface, you can quickly identify trends and take action accordingly.
You can also collaborate intelligently across teams for project management, task management, sales management, and more, using the right dashboards to provide the correct data when needed.
You can also have a calendar view so that no matter the number of users, every team member knows what’s going on and can plan their days better.
Any user of a project management tool knows that business growth depends on automating repetitive tasks so that both the sales team and other stakeholders can focus on more critical tasks.
Monday.com’s automation features help users automate their workflows and save time on tedious task management.
Users can create an automation that will trigger certain actions when specific conditions happen – all in just a few clicks.
For example, you can create an automation that will send a follow-up email to a customer two days after registering for a free trial.
Imagine how much time your team could save if all your follow-up emails go out automatically.
By automating repetitive tasks, you can free up time for your sales team to focus on more critical tasks, such as developing relationships with new customers.
You can also use automation to stay up-to-date on your customers’ activities.
For example, you can create an automation that provides the right people with notifications when a customer downloads a white paper from your website, allowing them to follow up promptly.
The great thing about automation is that you can customize it to fit your work style.
You can also set it up once and let it work in the background, seamlessly integrating your favorite tools and saving time.
Kanban is a visual system for managing and tracking work.
With Kanban software, users can see what tasks are in progress, completed, and waiting to be started.
This system helps users stay organized and track progress on their work.
By using Kanban, businesses can improve their workflow and productivity.
With an easy setup you can do in minutes, you can start using Monday.com’s Kanban features to manage your work and boost productivity.
The Kanban feature can also assist businesses that want to improve their communication and workflow while allowing them to release quality products faster with the help of this feature.
If you want to stay on top of your workflow and gain insights from real-time dashboards, the Kanban feature might be the missing piece in your arsenal.
You can also collaborate across teams and external stakeholders to align your business processes.
With other abilities, including those to set private boards and integrate specific workflows, the Kanban feature is one to consider.
Digital Asset Management
Digital asset management (DAM) organizes, stores, and retrieves digital images, videos, and audio files.
Businesses can use a DAM system to improve their workflow and productivity while saving time and money.
Monday.com allows you to manage your team’s files in one collaborative space.
The DAM feature is excellent for those dealing with information about their sales cycle – ranging from company data, creative projects, time checking, sales pipeline, etc.
When all your team’s files are in one place, it’s easy to find what you’re looking for and stay organized.
You can also speed up edits and approvals using the DAM feature while staying updated on the latest version of specific files.
Regarding editing, and if you want more control over permissions (regarding who gets access to what files), you can also use the DAM feature to set this up.
Finally, if you want to visualize specific files in the context of your work, you can use Monday.com’s DAM feature to do so.
You can use Monday.com and its various templates in different categories to speed up your work.
When it comes to all aspects of customer relationship management, there are templates that you can use for various types of business situations.
Whether you want to use Monday.com for tailored onboarding, contact management, building a knowledge base, project management software, or anything else, these templates will help.
One feature that all the best CRM providers offer is that they allow easy integration with the most commonly used software in the business world.
Monday.com allows integration with software such as:
- Microsoft Teams
- Google Calendar
- Google Drive
You can access the tools you use most often directly from your Monday.com account.
It also means that Monday.com will update your data in real-time in these third-party applications.
Having updated data is a great way to improve productivity and communication within your team without opening multiple applications that can lead to losing focus.
Gantt charts are a visual way of representing a project’s timeline.
With Gantt chart software, users can see how individual tasks relate to each other and how the project progresses over time.
This system is helpful for businesses that want to track their progress on a specific project.
Whether you want to keep track of your milestones or essential information using Excel spreadsheets, online data repositories, or even a whiteboard, the Gantt chart feature is one that you’ll find helpful.
Workdocs is a feature on Monday.com that allows you to create, edit, and share documents with your team.
If you think you have been using documents in your company in an old-fashioned way (and it’s time to upgrade to a better solution), this feature is one to consider.
If you can imagine a different way of working with documents that would boost your company (which seems unreasonable right now), then you can use Workdocs to start achieving that way of working.
The best part is that you don’t need to be a tech expert using Workdocs.
With multiple editors and live updates, you can work on documents in real time with your team.
Monday.com’s real-time engine is also an excellent tool for board integrations, chat (through Slack integration) functions, and more.
If you want to know how much time you spend in your work doing specific tasks, there is a time-tracking feature that you can use.
Its ease of use ensures that you will never forget to start the job timer and accurately follow the set time for each task.
Apart from the various video tutorials and FAQs on the website, there are also webinars you can join on demand.
Your knowledge of Monday.com CRM’s platform is always up-to-date, allowing you to use it to its full potential.
Monday.com’s blog is also a great source of information, with topics such as project management, productivity, remote work, teamwork, Work OS, nonprofits, and more.
If you want to collaborate with your team while you are on the go, Monday.com offers a mobile application you can use from anywhere.
Available for Android and iOS, this app can take the CRM platform’s features to the next level.
In addition, if you want to improve your sales process and arm your sales team with a user-friendly tool they might already be familiar with, you can use the Monday.com Salesforce app integration.
Hence, they have all the information they need at their fingertips.
With 24/7 prioritized customer support available in various forms, you can always get help when needed.
Although phone support is not mentioned on their site, you can complete a form and receive personalized help.
Their team is responsive and helpful, so you can always get the assistance you need to use the Monday sales CRM to its full potential.
Monday.com offers a free plan allowing up to two users to try the software forever.
The free version is excellent for those who want to see what the software can do and if it fits their business well.
Afterward, you can choose a pro plan best suited to your needs.
These paid plans are billed as follows:
- Basic Plan: $8 per month per user
- Standard: $10 per month per user
- Pro: $16 per month per user
Each of these is billed annually and requires a minimum of 3 users.
There’s also an Enterprise edition where you can ask for a custom quote.
Implementing a CRM In Your Business
CRM systems are powerful tools that help businesses create and maintain strong customer relationships.
By implementing a CRM system, companies can efficiently:
- streamline customer interactions
- automate sales and marketing tasks
- gain insights about customer behavior and preferences
- reduce operational costs
- and improve customer retention rates.
But how does a business go about implementing a CRM system?
A company should first conduct research to determine which features of a CRM are most relevant to their needs.
After researching the available options, they should decide what CRM system best suits their business.
Once a business has chosen an appropriate CRM system, it’s essential to ensure that all staff members are adequately trained and educated on using the software effectively.
Additionally, businesses must ensure they have sufficient technical support to resolve any issues or questions quickly.
Businesses should look for features that can help them maximize the benefits of their CRM system.
By taking advantage of these features, businesses can make better decisions about how to engage with customers.
From small businesses to those looking to use the enterprise plan in their workspace, Monday.com is an excellent tool for managing work.
The software is feature-rich and allows you to integrate with various other software platforms you may be using.
With various resource management solutions inbuilt within the software, departments such as customer support, sales teams, human resources, and marketing can all find combined success in using Monday.com.
As you consider which CRM software to use for your business, keep Monday.com in mind.
You might be surprised at how much this CRM can do for you.
Get started with Monday.com.
Further reading on AdamEnfroy.com: Here are a few articles comparing Monday.com to other popular solutions on the market: