monday sales CRM - Tutorial for Beginners 

⚡ Get an extended 30 day trial of monday sales CRM: 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: bit.ly/mondaysalesCRM
- monday.com work management tutorial: • monday.com - Tutorial ...
⌚ 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
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