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コース概要
Introduction to Monday.com
- Overview of Monday.com
- Key features and modules (WorkManagement, CRM, and WorkForms)
- Customizing Monday for various operational areas (sales, marketing, HR, project management, etc.)
- Understanding Monday’s interface: boards, items, and columns
Automating Databases and Workflows
- Transitioning from manual to automated databases
- Building boards for tracking data across different departments
- Customizing columns for specific business needs (sales, project tracking, HR)
- Automating data input and updates
- Using automation to handle repetitive tasks (e.g., email follow-ups, task assignments)
- Practical exercise: setting up a board for department-specific tracking (e.g., project management, sales pipeline)
Integrating WhatsApp via External API
- Introduction to external APIs for WhatsApp
- Overview of WhatsApp API integration capabilities for various business functions
- Connecting WhatsApp to Monday
- Maintaining communication with customers, team members, or leads in real time
- Automating responses and follow-ups using triggers
- Practical exercise: setting up a WhatsApp API workflow for customer or internal team communication
Managing Customer or Project Statuses
- Defining custom statuses for different areas (e.g., sales, HR, marketing, projects)
- Creating custom status columns for workflows (e.g., lead status, project progress, task completion)
- Automating status updates
- Setting alerts and notifications based on status changes
- Practical exercise: implementing a status update flow for managing customer relationships or project progress
Utilizing the Full Monday Package
- WorkManagement for cross-department teams
- Assigning tasks and timelines, tracking progress across departments
- Creating automation for deadline reminders and task updates
- CRM: managing leads and relationships
- Organizing lead/customer information and interaction history for any business area
- Creating automation for customer nurturing, sales tracking, or service updates
- WorkForms: automating data collection
- Building custom forms for gathering internal or customer data
- Integrating forms with workflows to update databases automatically
- Practical exercise: using WorkForms to create a data collection form and connect it to a department-specific workflow
Best Practices for Multi-Area Automation
- Optimizing Monday.com workflows for various business functions
- Sales, marketing, HR, project management, and more
- Tips for effective automation and integration
- Common challenges and troubleshooting
- Q&A session
Summary and Next Steps
要求
- Familiarity with using web-based applications
- Basic computer skills
Audience
- Managers
- Team leaders
- CRM administrators
7 時間
お客様の声 (5)
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
コース - Salesforce for Sales and Administration
私たちは自分たちが取り組んでいるシステムを十分に活用していないことを知り、あらゆる面で楽しみました。
Tracy Rehman - Financial Planning Institute
コース - Microsoft Dynamics 365 Customer Insights (MB-220)
Machine Translated
幸いなことに、私はトレーナーと1対1でした。これはとても良かったです。 Victor は私のペースで仕事をしてくれました。彼は物事を明確に説明してくれたので、結果にとても満足しました。
Craig - Superior Minerlas
コース - Salesforce for End Users
Machine Translated
アプリケーションシナリオの紹介
Rachel - ge ren
コース - Salesforce CPQ for Administrators
Machine Translated
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
