CarbonCRM Suite Deployment
Deploy a fully customized CarbonCRM Suite on monday sales CRM within 6 weeks.
Pre-requisites:
- Completed demo of the CarbonCRM Suite
- Purchase of the CarbonCRM Suite Template
- Need a Pro or Enterprise monday account
Your Suite Deployment
Jumpstart your new CarbonCRM workflow with a Carbon Suite Deployment and help from trained monday.com professionals
Fully Tailored CRM Workspace
Deploy a highly customized CarbonCRM Suite in any desired workspace
Implementation Consultant
Work with a dedicated Implementation Consultant throughout the deployment
Post-Deployment Support
Get ongoing support for your new CarbonCRM Suite after installation
Your Suite Deployment
Jumpstart your new CarbonCRM workflow with a Carbon Suite Deployment and help from trained monday.com professionals
Initial Setup
We’ll install the CarbonCRM Suite workflow and setup the deployment kit ensuring a seamless process.
Tailoring
With your input, we’ll customize the CarbonCRM Suite Template to fit your exact needs.
Item Views
Based on your responses, we’ll tailor item card layouts to work best for your process.
Configuration
We configure the pipeline flow, including automations, statuses, groups, activity tracking, and more.
Data Import
We’ll work with a provided CSV to import data to ensure your CRM is ready to use post-deployment.
Support
We provide a one-week support window post-deployment for any questions or issues that arise.
The Journey
In order to ensure a smooth onboarding and deployment of the CarbonCRM Suite, we follow the stringent process below:
Kick-off
Introduction to the CarbonCRM
- Account login
- Template installation
- Deliverables outlined
- Discovery call scheduled
CRM Review
Fine tuning of your new CRM
- Setup of mirror columns
- Alignment of sales data
- Refinement of sales pipeline
- Integration of emails and activities
Sales Pipeline Finalization
Tailoring the pipeline to fit your needs
- Review of product index changes
- Pipeline testing
- Fine-tuning of dashboards
- Discussion of activity automations
Discovery
Deep dive into client needs
- Initial CRM adjustments
- Board alignment with client’s goals
- Review of contacts and accounts
- Prep for CRM Review
Sales Pipeline Review
Optimization of the Sales Pipeline
- Adjustment of automations
- Discussion of emails and activities
- Preparation of polished sales pipeline for outreach
Dashboards + Final Review
Finishing touches
- Comprehensive review of dashboards
- Answering client’s questions
- Preparation for a one-week offline support period
- Client’s CRM is now primed for action
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful integration and utilization of your new CarbonCRM
- CarbonCRM Installation
- Tailored Deployment Kit
- Tailor Contact Fields
- Tailor Account Fields
- Tailor Pipeline Fields
- Customized Item Cards
- Tailor Pipeline Flow
- Add 5 Pipeline Automations
- Tailor Existing Automations
- Tailor Follow-up Sequence
- Setup Activity Tracking
- Setup Emails & Activities
- Tailor Board Dashboards
- Tailor Sales Overview
- Tailor My Sales Dashboard
- Excel Data Import
- Review with Champion
- Training for Team Champion
$2,000
- Dedicated Implementation Consultant
- 6 week deployment window
- *CarbonCRM Suite Template purchased separately