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Using monday sales CRM

12 October, 2022

ProvidentCRM-CRM-MUG-monday-user-group-recording-14-september

Watch on-demand our exclusive monday.com user group session

If you missed the live session, you can still learn how to utilise monday sales CRM as a fully customisable system that can be implemented within minutes, empowering business owners and sales teams to manage every aspect of their sales cycle and customer data in ONE centralised place. Watch as our lineup of experts show you how to customise and manage monday sales CRM for maximum efficiency and results.

In this session, Martin MacNamara, Senior Product Specialist from Provident CRM, Ralph Uhlemann, Product Consultant from Provident CRM, and Gary Cullen, Chief Revenue Officer from Provident CRM, demonstrated various use cases for monday sales CRM, including how they use it themselves on a day-to-day basis.

What they covered:

  • Flexible and intuitive interface
  • Emails and activities
  • The power of automations
  • Lead and deals management
  • Account and contact management
  • Post-sales management
  • Sales operations
  • Open discussion
  • And more!

Request the recording here:

What are monday.com user groups?

monday.com user groups (MUGS) are here to help you connect with other monday.com users and get the most out of your experience using monday.com. With help from our team of experts, you’ll learn to build your confidence in using the system, so that whether you’re just getting started or you’ve been using monday.com for some time, you’ll discover new tips and tricks and ways to improve your user experience.

Katie Marketing Executive, Ireland
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