Monday.comのトレーニングコース
Monday.com is a cloud-based work operating system (Work OS) that allows organizations and teams to manage tasks, projects, and workflows in a highly customizable and collaborative environment. It provides a visual platform where users can create custom workflows to plan, track, and deliver projects efficiently.
This instructor-led, live training (online or onsite) is aimed at beginner-level managers who wish to use Monday.com to manage and automate databases and workflows for multiple departments.
By the end of this training, participants will be able to:
- Automate databases and workflows for multiple departments (sales, marketing, HR, etc.).
- Integrate WhatsApp using an external API to maintain communication with customers or internal teams.
- Manage statuses and workflows for any area and optimize operations using automation.
- Fully utilize Monday’s WorkManagement, CRM, and WorkForms modules for maximum efficiency.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
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
Open Training Courses require 5+ participants.
Monday.comのトレーニングコース - Booking
Monday.comのトレーニングコース - Enquiry
Monday.com - Consultancy Enquiry
Consultancy Enquiry
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.
Libuseng Moqoboko - Gemalto Southern African (Pty)Ltd
コース - Salesforce Lightning
Upcoming Courses
関連コース
Microsoft Dynamics 365
14 時間This instructor-led, live training in 日本 (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.
By the end of this training, participants will be able to:
- Use the different modules in Microsoft Dynamics 365 to manage process flows.
- Integrate the Power Platform into Microsoft Dynamics 365.
- Structure different common data models such as records, segment charts, and more.
- Automate processes with Microsoft Flow integration.
Comprehensive Dynamics 365 for Business Operations
35 時間This instructor-led, live training in 日本 (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.
By the end of this training, participants will be able to:
- Gain a comprehensive understanding of Dynamics 365.
- Set up, configure, and manage various components of Dynamics 365.
- Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
- Manage migrations and updates within Dynamics 365.
Microsoft Dynamics 365 Customer Insights (MB-220)
21 時間This instructor-led, live training in 日本 (online or onsite) is aimed at beginner-level to intermediate-level IT professionals who wish to learn how to use Microsoft Dynamics 365 Customer Insights to create and manage marketing campaigns, optimize customer experiences, and deliver marketing insights. It is aligned to the MB-220 Exam, which is the certification exam for Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant.
By the end of this training, participants will be able to:
- Understand the core concepts and benefits of Microsoft Dynamics 365 Customer Insights.
- Unify, enrich, and analyze customer data using Customer Insights.
- Create and manage segments, lists, forms, pages, leads, contacts, accounts, email messages, customer journeys, events, webinars, and surveys.
- Integrate Customer Insights with other applications and services.
- Monitor and optimize marketing performance and customer satisfaction.
Microsoft Dynamics 365 Sales Insights
14 時間This instructor-led, live training in 日本 (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved customer engagement.
By the end of this training, participants will be able to:
- Understand the features and benefits of the Sales Insights module.
- Use AI-driven analytics to enhance sales performance.
- Customize and configure the module for specific business needs.
- Leverage insights for lead scoring, relationship health, and pipeline management.
- Integrate Sales Insights with other Dynamics 365 modules and third-party tools.
Pardot for Marketing Analysts
14 時間This instructor-led, live training in 日本 (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.
By the end of this training, participants will be able to:
- Optimize Pardot for advanced email marketing and engagement tactics.
- Master the creation and analysis of reports and dashboards.
- Enhance prospect assignment strategies and engagement programs.
- Leverage Pardot’s dynamic content and custom redirects for better campaign performance.
Salesforce CPQ for Administrators
14 時間In this instructor-led, live training in 日本 (online or onsite), participants will learn the architecture, design and operational features that make up Salesforce CPQ as they step through the set up, configuration and maintenance of a sample Salesforce CPQ installation.
Salesforce Development
14 時間This instructor-led, live training in 日本 (online or onsite) is aimed at web developers who wish to create real time applications using Salesforce Development.
By the end of this training, participants will be able to:
- Build a real time application using the Apex programming language.
- Create test classes with Apex to increase code coverage in Salesforce.
- Ceate and use REST and SOAP web services using Apex.
Salesforce with HTML5 and CSS3
14 時間This instructor-led, live training in 日本 (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.
By the end of this training, participants will be able to:
- Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
- Leverage Salesforce data to create personalized email experiences.
- Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.
Salesforce for End Users
7 時間This instructor-led, live training in 日本 (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to use set up, manage, and monitor Salesforce and its capabilities to serve their customers better.
By the end of this training, participants will be able to:
- Set up their Salesforce account to manage profile, track activities, customize views and layout, and personalize settings.
- Use Salesforce features and tools to attract, attain, and service existing and potential customers.
- Create reports and dashboards to generate useful analytics and insights for the business.
Salesforce Lightning
14 時間This instructor-led, live training in 日本 (online or onsite) is aimed at administrators who wish to use Salesforce Lightning to create web applications.
By the end of this training, participants will be able to:
- Build responsive applications with Salesforce Lightning.
- Develop applications with little to no code.
- Create a lightning application from scratch.
Salesforce Marketing Cloud
21 時間This instructor-led, live training in 日本 (online or onsite) is aimed at intermediate-level marketing professionals who wish to gain the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.
By the end of this training, participants will be able to:
- Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
- Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
- Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts.
Salesforce for Sales
14 時間This instructor-led, live training in 日本 (online or onsite) is aimed at beginner-level to intermediate-level sales professionals who wish to use Salesforce to manage leads, opportunities, accounts, and customer interactions to increase deal closure rates and improve sales performance.
By the end of this training, participants will be able to:
- Navigate the Salesforce Sales Cloud interface confidently.
- Manage leads, contacts, accounts, and opportunities.
- Use Salesforce tools to streamline workflows and track performance.
- Leverage reports and dashboards to gain insights into the sales pipeline.
Salesforce for Sales and Administration
21 時間This instructor-led, live training in 日本 (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features.
By the end of this training, participants will be able to:
- Navigate and utilize Salesforce Sales Cloud effectively.
- Manage leads, accounts, contacts, opportunities, and cases.
- Generate reports and dashboards for sales insights.
- Implement automation and workflow rules in Salesforce.
- Customize security settings and manage user access.
- Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.
Veeva Commercial Cloud
14 時間This instructor-led, live training in 日本 (online or onsite) is aimed at persons who wish to use Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels.
By the end of this training, participants will be able to:
- Personalize customer interactions using Veeva CRM.
- Plan and execute enterprise events using Veeva Digital Events.
- Align sales territories using Veeva Align.
Veeva Vault
14 時間Veeva Vault is a cloud-based content management platform and suite of applications aimed at life sciences companies.
This instructor-led, live training in 日本 (online or onsite) is aimed at end-users who wish to use Veeva Vault to better manage life science documents and data.
By the end of this training, participants will be able to manage documents, track product information, and collaborate with other team members.