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How to Manage Your Entire Sales Process with One Platform

Webinar recording

ProvidentCRM-CRM-How-to-manage-sales-process-one-platform

When it comes to sales, there’s a lot to manage: potential customers, customer interactions, contracts, customer service – the list goes on and on.

The end to end sales process is very lengthy and contains a plethora of stages, so your CRM system must be able to handle leads, contacts, accounts and opportunities, and overall enhance the management of your sales pipeline.

With monday.com’s latest CRM solution, we can go even further.

In our webinar, “How to Manage Your Entire Sales Process with One Platform”, Xi Weng, Channel Partner Manager at monday.com, and Martin MacNamara, Sales and Business Development Manager at Provident CRM, demonstrated how to use monday.com as a customisable, central hub to keep your sales team all on the same page.

Request the recording and learn how monday can help with:

  • Onboarding new sales hires
  • Enabling sales managers to define teams, roles, and targets for their business
  • Post-sales tracking of invoicing and collections
  • Client onboarding
  • Appointing account and customer success management
  • Seamless transitioning from sales phase to project delivery phase
  • Monitoring and reviewing account management, sales pipeline, and team performance
  • And more!

Get the recording FREE by filling out the form!

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