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monday crm

monday.com CRM for sales and customer relationship management.

With monday.com CRM Boost your sales and improve your customer service!  SMC Consulting supports you in the management of your sales process, your sales teams and their performance.

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monday crm
monday crm

A complete CRM to manage your customer relationships and sales processes

monday crm

When it comes to thriving in the ever-changing business world, sales and customer relationship management is crucial. Businesses, whether small, medium, or large, face a daunting challenge: effectively managing their sales, tracking their leads, controlling their contracts, and ensuring that every customer receives an exceptional experience.

A robust CRM (Customer Relationship Management) is much more than just an organizational tool. It is the central pillar on which the success of modern businesses is based. Sales and customer relationship management helps build strong relationships with customers, optimize sales processes, and maximize customer satisfaction.

As a certified monday.com partner, SMC Consulting provides you with its expertise in the implementation and optimization of monday.com sale CRM. With our experience, we have helped many companies get the most out of monday.com CRM for their sales and customer relationship management. We understand the challenges your business may face, and we know how to customize monday.com CRM to meet your specific needs.

monday.com sales CRM is a powerful, flexible, and intuitive sales and customer relationship management tool designed to meet the varied needs of modern businesses. Whether you’re a customer relationship manager, sales manager, sales manager, after-sales service, customer support, or customer loyalty manager, monday.com sales CRM provides you with features that significantly improve your productivity and efficiency.

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Powerful features to boost your productivity

monday crm

Sales Pipeline

Sales Pipeline

Effectively managing a sales pipeline is essential for any business. With monday.com CRM, this task becomes smooth and highly efficient. You can track every step of your sales process in one place, allowing your team to instantly view the status of each deal. Visualizing the sales pipeline provides a holistic view that makes it easier to make informed decisions, plan resources, and achieve your sales goals. No more switching between spreadsheets or searching for scattered information, monday.com CRM allows you to manage your pipeline seamlessly, giving your team the tools to succeed.
monday crm

Contact Management

Contact Management

monday.com CRM simplifies contact management by centralizing all essential information in one place. You can store your contacts' contact information, record past activities and interactions, and even send emails directly from the platform. As a result, you never lose sight of the key details of your contacts again, which fosters stronger customer relationships and effective communication.
monday crm

Lead Management

Lead Management

Lead management is often a challenge for many businesses. With monday.com CRM, this process becomes child's play. You can efficiently enter lead information, track the progress of each lead, automatically assign tasks to your team members, and set reminders for next steps. In addition, monday.com CRM allows you to automatically qualify leads based on custom criteria, helping you focus your efforts on the most promising leads.
monday crm

Intuitive Customization

Intuitive Customization

The monday.com CRM stands out for its intuitive customization. You can tailor this CRM to your specific needs without requiring the intervention of a developer. Customize the phases of your contract signing cycle, insert as many columns as you need, efficiently manage multiple pipelines, and more. monday.com's user-friendly interface allows you to seamlessly customize your CRM, turning it into a tool that fits your business perfectly.
monday crm

Emails & Activities

Emails & Activities

Integrating emails into monday.com CRM centralizes your customer communication. It allows you to automatically record sent emails, track interactions, and use custom email templates to save time. With this feature, your team can communicate more effectively with your contacts. Activity integration also helps keep track of all interactions with your clients, providing a holistic view of the status of projects and relationships.
monday crm

Automations

Automations

CRM monday.com makes it easy to automate manual tasks, saving you valuable time. You can automatically assign leads to your team members, set reminders for upcoming activities, and automate follow-ups based on elapsed time. These automations simplify CRM management by avoiding time-consuming processes and allowing your team to focus on higher-value tasks. By reducing manual tasks, you gain productivity and efficiency to close more deals.
monday crm

Contract Overview

Contract Overview

With monday.com CRM, you have quick access to key information about all your contracts. This feature gives you a complete overview of the status of each contract, the next steps to be taken, and much more. No more searching through scattered files or digging through emails to get crucial information. Everything you need is just a click away, allowing you to stay informed in real-time about every contract, supporting informed decision-making.
monday crm

Customizable Dashboards

Customizable Dashboards

CRM monday.com makes it easy to create dashboards in real-time, without requiring development skills. You can customize your dashboards to monitor performance, expected revenue, your team's activities, and many other important data. The ability to create custom dashboards gives you full visibility into key aspects of your business. As a result, you can make data-driven decisions and adapt your strategies accordingly to achieve your goals more efficiently.

monday.com sales CRM, the ally of your sales team

Sales & Sales Manager

monday crm

CRM monday.com is a valuable ally for sales managers and salespeople. This platform offers optimized sales pipeline management, ensuring real-time follow-up of prospects throughout their buying journey, from the first contact to the signing of the contract. With monday.com CRM, you have complete visibility, making it easy to plan and track your team’s sales activities. For sales managers, monday.com translates into significant improvements, providing centralized customer information, real-time collaboration with the team, and complete visibility into sales pipelines. These benefits help identify opportunities and track their progress, leading to greater efficiency and decision-making and an increase in conversion rate.

monday crm
monday crm

After-Sales Service & Customer Support

monday crm

When it comes to after-sales service and customer support, monday.com CRM offers a simplified solution. It centralizes information related to support tickets and customer complaints, allowing for efficient follow-up of each request. This centralization fosters personalized and responsive support to resolve customer issues quickly. In addition, thanks to monday.com, the identification of trends and recurring problems is facilitated, thus contributing to the continuous improvement of after-sales service. This allows the support team to quickly detect trends and recurring issues. By offering responsive and efficient customer support, monday.com boosts customer satisfaction and improves your company’s reputation.

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Freshworks
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Freshworks

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As a certified monday.com Work OS partner, we support you with all your needs in terms of sales pipeline, contract management, contact management and account management

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