monday Sales CRM Onboarding
Learn the ins and outs of monday sales CRM and build your automated sales pipeline in 75 days or less.
Pre-requisites:
Your Sales CRM Onboarding
Jumpstart your sales process with Sales CRM Onboarding and help from trained monday.com professionals
Understand Your Sales Pipeline
Getting hands-on to build your process results in a more holistic understanding
Train Your Champion
Choose the member of your team who'll champion your sales workflow
Customization & Consultation
Work alongside an expert to guide you through tailoring and customization
What’s Included
Every monday.com Sales CRM Onboarding comes with all the tools you will need to start building your dream workflow in monday.com
Kickoff
We'll spend time to align goals, understand needs, and get signed in to your monday.com account.
Discovery & Setup
Through a questionnaire and discovery, we'll get your template set up for future customization.
Online Consultation
We'll meet with you at various times to guide the customization of your sales process.
Roles & Permissions
We help you set roles and assign permissions to safeguard your sales process and account.
Offline Feedback + Q&A
We're available for offline questions and feedback to keep your project moving forward.
Training & Resources
We'll provide a time for team training and share additional monday.com resources with you.
The Journey
In order to ensure a smooth onboarding of your monday Sales CRM, we follow the stringent process below:
Kick-off
- Kickoff Meeting Review client’s monday.com CRM and goals
- Gain platform access and install deployment kit
- Introduce questionnaire and schedule next call
Discovery + Customization Meeting
- Review CRM progress, offer feedback, suggest best practices
- 8 repeated meetings
- Plan training sessions jointly with client and sales team
- Discuss client training needs and methodologies
Discovery & Setup
- Review questionnaire
Understand CRM needs and board differences - Initiate customization, set actions, and plan future consultations
- Schedule ongoing consultation calls
Offline Between Calls
- Host individual or joint training with client’s team
- Cover monday.com basics and CRM specifics
- Finalize CRM, provide Q&A, or create documentation
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful onboarding of your monday Sales CRM
- 8 total meetings (8 online hours)
- Setup Sales Pipeline (online)
- Training session to assist in team adoption
- Setup & Review Permissions (online)
- Setup Contacts & Accounts (online)
- Setup Sales Overview Dashboard (online)
- Offline Q+A support during onboarding CSV Import of existing data using our template
$2,500
- Dedicated Implementation Consultant
- 75 day deployment window
- *monday Sales CRM subscription purchased separately