CRM monday.com
The monday.com CRM allows you to improve the quality of your customer service, accelerate your sales process, and maximize customer satisfaction.
As a certified Silver Partner of monday.com, SMC Consulting supports you in implementing and optimizing the solution.
- Manage all your prospects, clients, and contracts
- Automate and speed up your sales processes
- Track your opportunities in real-time
They made the choice of monday.com
+200
clients accompanied
98%
of satisfied customers
10
certifications obtained
7
years of experience
They talk about us
A CRM optimized according to our needs
Frank E.
Quality support
Frank E.
A specialized and competent agency
Françoise V.
Experts who know their subject
Nicolas D.
Manage your sales pipeline in one place
The monday.com CRM solution allows you to manage your sales pipeline efficiently and in one location. You can track the status of each deal, assign tasks to your team, and set sales goals.
With a comprehensive view of your pipeline, you can make informed decisions and achieve your objectives.
Track interactions with your customers in real time
Track customer interactions in real time with monday.com. Record all contacts, calls, emails, and appointments in one place, and always stay up to date on the progress of your projects.
With a holistic view of your pipeline, you can make informed decisions and achieve your goals.
Analyze and measure your performance
Analyzing your performance is essential to improve your business and achieve your goals. monday.com’s CRM solution allows you to track your results in detail to improve your strategy.
You can also set key performance indicators (KPIs) to track your progress and identify opportunities for improvement.
Manage your customers more efficiently and faster with monday.com
Find out the average time you could save with a CRM that is truly tailored to your business activities.
A CRM for all stakeholders in business relationships.
Customer Relations Manager
With monday.com, you can manage your sales pipeline very efficiently, you follow prospects at each stage of their buying journey, from their first interaction with your company to the signing of the contract.
You can also plan and track your team’s sales activities, which allows you to identify the strengths and weaknesses of your sales process.
This increased visibility allows you to make informed decisions to improve your sales process and increase your sales.
Indeed, by having a clear view of the entire sales process, you allocate your team’s resources more efficiently.
Companies that have effective sales pipeline management have an average growth of 15%, thanks to monday.com, you can achieve this growth and even exceed it by improving the management of your sales pipeline.
Sales Manager
monday.com improves your customer relationship management process in several ways, it allows you to centralize and efficiently manage information about each customer, which can help you avoid double data entries and errors.
It also gives you complete visibility into sales pipelines, which can help you identify opportunities and track their progress.
Additionally, monday.com allows you to collaborate in real-time with your team, which helps you work more efficiently and make decisions faster.
Commercial
With monday.com, tracking leads and sales opportunities has never been easier.
By centralizing all information related to your leads on a single platform, you can track their journey efficiently and plan sales actions to convert them into customers.
You will also benefit from a dashboard to track your team’s sales performance to identify their strengths and weaknesses.
By correcting these weaknesses, you can increase your conversion rate and win more business.
Companies that have good lead management have a 47% higher conversion rate (Source: Aberdeen Group).
monday.com gives you the opportunity to reach this level of conversion thanks to efficient management of leads and sales opportunities that is simplified and clearer.
After sales service
With monday.com as your CRM, you can easily manage support tickets and customer complaints.
By centralizing all information on a single platform, you track each support request and ensure fast and personalized follow-up to resolve your customers’ issues.
You can also identify trends and recurring issues to improve your after-sales service.
With monday.com, you improve customer satisfaction and reduce support costs, which will result in increased loyalty and a better reputation for your company.
According to Harvard Business Review, 70% of customers will buy from a company again if their issues were resolved satisfactorily.
By choosing monday.com, you provide exceptional customer service while reducing support costs.
Support client
Customer support is a crucial part of your customer satisfaction.
With monday.com, you can give your customer support team an all-in-one solution to:
- track customer requests,
- assign tasks,
- track responses and resolutions in real-time.
All this in a transparent way, allowing you to identify trends and recurring issues.
By providing fast and efficient customer support, you improve customer satisfaction and strengthen your company’s reputation.
Customer Loyalty Manager
As a customer retention manager, you know that customer satisfaction is essential to the success of your business.
That’s why monday.com is the perfect tool to help you centralize all your customer interactions in one place, providing a personalized and consistent experience.
With monday.com, you can enjoy several benefits, including:
tracking each customer’s history,
past interactions
individual preferences.
In addition, creating automated workflows for customer follow-up tasks, such as follow-up calls and satisfaction surveys, will help you reduce the time spent on these tedious tasks by an average of 30%.
You can also manage customer issues in real-time to provide a quick response and a quality customer service experience.
With monday.com, you can significantly improve your customer relationship management to provide a personalized and satisfying experience to your customers.
So, don’t hesitate any longer and adopt monday.com now to boost the growth of your business!
Connect all your
business tools
Offer a personalized customer experience
By centralizing all your customer information, you gain a better understanding of their needs and can provide a personalized experience with every interaction.
By offering better customer relationship management, you optimize your retention strategy.
Automate to save time
Analyzing your performance is essential for improving your business and achieving your goals. The monday.com CRM solution allows you to track your results in detail to enhance your strategy.
You can also set key performance indicators (KPIs) to monitor your progress and identify opportunities for improvement.
Powerful features
- Lead management
- Contract management
- Contact management
- After sales service
- Sales operations
- Capturing leads from multiple sources
- Centralization and qualification of leads on a single platform
- Automatic lead scoring based on custom criteria
- Customizing your pipeline without the help of a developer
- Easy movement of contracts between stages via a drag and drop system
- Automating manual tasks to save time
- Track all interactions in one place for better traceability
- End-to-end customer journey tracking
- Maintaining a centralized record of contacts and account information
- Recording activities for better visibility
- Ability to send emails directly from the platform, better traceability
- Centralization of post-sales activities in one place
- Monitoring customer projects for better management
- Tracking recoveries for better financial management
- Better control of post-sales activities
- Planning and accelerating the sales recruitment process
- Providing tools and resources to help the sales team close more deals
- Increased sales team productivity
- Improved conversion rate
Want to enjoy a personalized demo of monday.com with an expert?
Various use cases
Sales pipeline
Optimize your sales process by centralizing all information in one platform with monday.com. Easily set up your templates so your team can close deals even faster and more efficiently.
Sales and CRM
To manage complex deal cycles and large contact lists, monday.com offers a comprehensive solution that lets you save your contacts and tasks in one place, with automated reminders and optimized workflows. Manage your customer relationships efficiently from the beginning to the end of each contract.
Directory
With monday.com, you can easily import and manage all your contacts, whether they are incoming or existing customers, and organize them according to different criteria such as customer type, priority, contact information, etc. Never miss an opportunity with automatic notifications that alert your sales team members.
Lead management
Centralize all information about your leads and sales opportunities in one place with monday.com. Easily view the progress of each lead and prioritize opportunities more effectively with our CRM solution.
Client projects
Improve your project management and that of your clients with monday.com. Calculate billable hours, get an overview of your projects at a glance, optimize your workflow and coordinate your entire team efficiently.
Real Estate CRM
Optimize your real estate transaction management with monday.com. Centralize your contacts and lists in a single database, automate your reminders and close more deals with an optimized workflow.
CRM assurance
Optimize your insurance customer relationship management with monday.com. Track claims, quotes, policies, and customer interactions in real-time.
Learn more about monday.com insurance CRM.
An expert agency on monday.com
We are a consulting and services agency specialized in the implementation of no-code/low-code SaaS software.
As a certified Silver monday.com partner, we support companies of all sizes to address needs and challenges such as project management, business relationship management, sales, and human resources.
An expert agency on monday.com
We are a consulting and services agency specialized in the implementation of no-code/low-code SaaS software.
As a certified Silver monday.com partner, we support companies of all sizes to address needs and challenges such as project management, business relationship management, sales, and human resources.
Facility
We install and configure your monday.com account to have a healthy foundation to start in the best possible way.
Optimization
We monitor and optimize your account so that you can benefit from all the latest features of the platform.
Training
We share our experience and expert knowledge with your teams to fully master the solution.
Our Success Story
Altavia Aura is the leading communication agency in the Auvergne-Rhône-Alpes region and has over 120 employees.
Altavia turned to our services to implement the monday.com solution and create a collaborative platform to facilitate their exchanges with large companies around the world.
Jessica B.
Altavia
“Professional and efficient, the team managed to adapt to the size of our company to deploy the monday.com solution within several of our business units.”
Like Altavia, trust our
experts to support you.
monday.com made it easy to interact with their various clients and automate their project management.
Quality support
Our client needed a collaborative platform to work with major accounts across the world.
Many automations have been implemented to assign and notify all collaborators at key moments.
The solution
We created a complete shared table with 30 people and restricted access so that each collaborator only had access to the information concerning them.
Their positive feedback about us motivates us every day to support new clients on various issues.
Approval
Altavia has won a major contract with one of the 40 largest French companies. They now have a complete view of the various internal processes and save valuable time to focus on what is truly important.
Recognized
by professionals
on G2, a leader in evaluating and ranking business management tools.
Want to enjoy a personalized demo of monday.com with an expert?
FAQ
What is monday.com CRM?
monday.com is a customer relationship management (CRM) tool that helps you centralize and efficiently manage all your contacts and interactions. It allows you to track leads, automate tasks, communicate in real time, and have complete visibility on each customer, which can improve your sales process and strengthen your customer relationship management.
How can monday.com improve my customer relationship management?
monday.com can improve your customer relationship management process in several ways. It allows you to centralize and efficiently manage information about each customer, which can help you avoid double data entry and errors. It also gives you complete visibility into sales pipelines, which can help you identify opportunities and track their progress. Additionally, monday.com allows you to collaborate in real-time with your team, which can help you work more efficiently and make decisions faster.
What are the key features of monday.com CRM?
Key features of monday.com CRM include lead tracking, task automation, real-time communication, centralized customer information management, real-time data analysis, real-time collaboration, integration with other tools and applications. In addition, monday.com has a user-friendly and customizable interface, which can help you quickly find the information you need and work more efficiently.
Can monday.com handle complex sales processes?
Of course, monday.com can handle the most complex sales processes. With its customization power, the solution can adapt to most unique sales pipelines, whether with custom stages, detailed dashboards, automations, etc. If you want to be sure, do not hesitate to contact us to enjoy a personalized demo.
How do I import my existing customer data into monday.com?
How do I integrate monday.com with my existing system?
monday.com offers many integrations with other tools and systems, including popular platforms like HubSpot, Airtable, Slack, Google Calendar, Mailchimp, Typeform, Stripe, and more. Integrations help sync data between monday.com and external tools, centralizing information, eliminating repetitive manual data entry, and improving workflow flow.
How can monday.com improve collaboration in my team?
monday.com keeps the team informed and coordinated in real-time through live updates, comments, assignments, and notifications. It is also possible to chat in real-time with team members through comments directly on tasks or projects.
Can monday.com be used outside of the company?
es, monday.com is available on both desktop and mobile devices, allowing you to access its interface and all your data while you’re on the go. You’ll be able to access your workspace by logging in directly on a browser or through the apps.
Does monday.com offer support if needed?
Which companies use monday.com CRM?
Many companies use monday.com as their CRM software. We can cite some major references such as Airbnb, Uber, Shopify, Amazon, Dropbox, WeWork, Verizon, HubSpot, Upwork, Samsung etc.
Our agency has supported companies of all sizes and sectors in setting up and optimizing their monday.com CRM. Whether you are an SME or a large account, the solution meets all the issues you may encounter and in very varied sectors.
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