Monday.com Sales CRM: Everything You NEED To Know!
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- Опубликовано: 24 июл 2024
- Need Help With Monday.com? Check Out - www.crmcrew.com/?el=yo_monday...
00:00 - Intro
00:27 - Pricing
02:31 - Leads
07:20 - Deals
09:31 - Contacts
11:26 - Accounts
11:49 - Activities
13:31 - Sales Dashboard
14:12 - Outro
Email: info@crmcrew.co.uk
My LinkedIn: www.linkedin.com/in/nick-boardman
Nice Overview!
starts at 2:12
Yes you are right about the limit being 500 for mass emailing. However 500 is the limit on a one time mass email, the total daily email limit is 2000. Great video
That’s correct and my pleasure sir I’m glad you found it helpful! 🫡
How do you get around this if you have a group of users that's say a 1000 deep? Does the software automatically break this up? Or do you have to break the users down into groups of 500 and say label them user 1-500 and users 501-1000 with whatever title they fit?
If you are looking at the email log will it show all the emails being sent to the client for anyone that sends it through Monday. For instance if one sales person Jake sends and email to John through Monday to keep track it records that since Jake is the one in Monday sending the email. But if Alex comes into the system can he see the emails Jake has sent to John?
Great video. Is it easy to migrate from Work Management to Sales CRM?
There is a free plan. Not sure why it isn’t showing. Perhaps it’s new.
Why do you not recommend embedding the form? What alternative lead capture methods are there and how would they be utilized?
That was my question too. Seems like it would be the best way to import contacts/leads.
curious about this as well - i think he says it for security and bots, but if your website is generating an abundance of leads i don't see a better fix
Is it possible to set up a CRM system for a client without any information ,like names of the leads etc ?
You would just fill the fields blank as most CRM's I use dots, can be messy.