monday sales CRM - Tutorial for Beginners

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  • Опубликовано: 25 ноя 2024

Комментарии • 28

  • @KevinStratvert
    @KevinStratvert  9 месяцев назад +2

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

  • @trvago477
    @trvago477 22 дня назад +1

    I have watched almost every Monday CRM tutorial here on RUclips and I can tell you that this is the best one, thank you for making this video Kevin.

  • @droisvi1675
    @droisvi1675 6 месяцев назад +1

    I love Monday. It allows you to build tables that works for you and the best tool to use if you are managing project(s) to creating customizable ticketing systems and much more.

  • @littlecarmine4932
    @littlecarmine4932 9 месяцев назад +5

    Could you do a video explaining Microsoft dynamics?

  • @freedominspired
    @freedominspired 4 дня назад

    Hey, Kevin. I am an outside sales representative who sells products to three different customer groups, all B2B. Can you recommend a CRM that:
    1. Helps separate all the businesses into these 3 groups
    2. Create the best route for every city I travel to
    3. Email blasts for the different groups
    4. Create a timeline of notes with action items completed and for future action items per business

  • @LindaSHarris0614
    @LindaSHarris0614 9 месяцев назад +1

    😳 Seamlessly Kevin..😊 I will look again, and thank you.

  • @kutbidaruwala1760
    @kutbidaruwala1760 Месяц назад

    Great Presentation. Better then what the sales partner presented.

  • @folsterfarms
    @folsterfarms 9 месяцев назад +3

    Perfect timing!

  • @matthewstevens1562
    @matthewstevens1562 9 месяцев назад +2

    make a salesforce series turorial plz!

  • @towhidurr
    @towhidurr 8 месяцев назад

    I like u & ur helpful video from Bangladesh.

  • @Eternal_Tech
    @Eternal_Tech 9 месяцев назад

    I know that this is just a demonstration video, but in Kevin's mock email to a potential franchisee he states:
    "You will have the freedom to customize your menu, pricing, and marketing strategies to suit your local market and preferences."
    While this may pique the interest of some potential business owners, this strategy is quite off-putting to many customers. It is quite frustrating for many customers to view promotions that the company probably spent thousands to millions of dollars on, visit their local restaurant, and then discover that the item that was advertised is not sold at that location or that the promotional price is not honored there.
    When this happens, it does not only look bad for the franchise, but for the franchisor as well.

  • @ExcelTemplatesSolutions
    @ExcelTemplatesSolutions 7 месяцев назад +2

    Great tutorial

  • @mountainviewimaging898
    @mountainviewimaging898 9 месяцев назад

    This is great. Thanks.

  • @donalda.abrams4042
    @donalda.abrams4042 9 месяцев назад +1

    So why did you choose monday sales versus other platforms such as Sales force or Nimble? We selected Nimble and it appears to be identical.

  • @zayn_jl
    @zayn_jl 9 месяцев назад +7

    So basically notion?

    • @fatimasalame9512
      @fatimasalame9512 6 месяцев назад

      Is Notion better than Monday?

    • @orelmor
      @orelmor Месяц назад

      @@fatimasalame9512 Notion is mainly for managing knowledge whereas Monday is better on the project management and tasks side

  • @sirenanussbaumer8354
    @sirenanussbaumer8354 9 месяцев назад

    Is this better than Dynamic 365?

  • @lacyp5530
    @lacyp5530 9 месяцев назад

    DARK THEME IS TURNED ON IN RUclips, BUT PAGE IS STILL LIGHT ? i'M USING OPERA BROWSER.. ? EARLIER PAGES WERE DARK UNTILL I TURNED ON BLOCK ADS ON RUclips ? HOW TO FIX ?

  • @rudolphg76
    @rudolphg76 5 месяцев назад

    How is a monday sales CRM account with a Project Management template any different than a Monday Workfoce account with a CRM template. I can't tell the difference between both platforms. If its just templates which can be used in both, why create two separate accounts, logins, and logos?

    • @aberba
      @aberba 5 месяцев назад

      Could it be it's an acquired product they're graduating integrating? I don't know Monday enough though

  • @LSUfan
    @LSUfan 9 месяцев назад

    Define what is a CRM?

  • @MossyRock-g9i
    @MossyRock-g9i 7 месяцев назад

    What is the difference between "Company" and "Account"????

    • @KevinStratvert
      @KevinStratvert  7 месяцев назад +1

      Within a larger company you may have several accounts. It offers another level of organization for your data.

    • @MossyRock-g9i
      @MossyRock-g9i 7 месяцев назад

      @@KevinStratvert Great. Thanks!

  • @SarahMontero-s8m
    @SarahMontero-s8m Месяц назад

    Would this be a good option for a small nonprofit deciding to move to their first CRM?

  • @webdeveloper4742
    @webdeveloper4742 2 месяца назад

    saleman