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Useful apps for monday sales CRM

Selling seems to be more sophisticated than ever, thanks to numerous technological advances. Yet, there is still an opportunity to be creative and unique, but the prevailing sentiment is that an integrated digital tool, like a sales Customer Relationship Management system (CRM), is indispensable. 

In essence, a CRM helps with the customer lifecycle by analyzing, tracking, and auditing the entire process. Lead management and accounts and contact management are the backbones of the system. At the same time, more advanced CRM systems include support calls and notes from sales calls. CRM software would handle and automate each process, leaving the user to focus on closing deals.    

One such solution is monday.com which incorporates all of the above-mentioned aspects and much more. Let’s dive into why you should choose monday sales CRM.  

Why monday sales CRM?

While monday.com can be used for different purposes, let’s focus on how and why to use it as a CRM tool. It is a highly customizable platform that can help users collect and nurture leads through the entire lifecycle. The dashboard offers roughly 50 columns that allow you to have custom customer segmentation and group management approaches. In short, the goal is to give the user complete control and use the intuitive drag-and-drop system to customize each detail. Let’s look at the four main points where monday sales CRM can help you. 

  1.  Automate manual work

As more tasks reach our desks and each one with competing priorities, having a high-quality marketing automation system becomes key. To help you get more work done, monday.com automates the work and reduces the element of human error when sorting large swaths of data. Right now, the platform offers over 250,000 human actions to speed up your work. 

  1. Boost team efficiency 

Teamwork makes the dream work, as the adage says, which is quite true as none of us can work in a vacuum. One of the main goals of CRM software should be to enhance collaboration between teams and team members. From the initial log, monday.com allows users to join teams and start collaborating and integrating their favorite messaging and video conferencing tools. Furthermore, the timeline view allows users to see who is available and what kind of workload they have to plan better and meet deadlines. With the component of task management, reminders, and comments, following tasks through to their completion is simplified.    

  1. Access everything in one place

A new way of working was the concept behind building monday.com, and the platform lives this concept by allowing users to have everything they need in one place. Users can manage projects of varying sizes, oversee work, collaborate, handle HR, work remotely, speed up the creative process, and much more. Having everything in one place with a high level of customization makes the platform truly unique. 

  1. Real-time tracking and reporting 

Data dashboards allow multiple visuals and a level of customization necessary to get the right message across. With more than 20 widgets available, dashboards can be designed as needed, and the data can be pulled from the platform to create time tracking and reporting metrics necessary to better visualize the work that has been performed. 

For more details on why monday.com could be the right tool for you and your organization visit the following link.

Let’s now jump into the top three CRM apps for monday.com  

1. DocuGen

What can be done:

DocuGen is a document-generating tool for monday.com, packed with features and customization options. With this app, users will be able to use monday.com to manage the entire sales process and to create quotations, proposals, and/or invoices with just one click. Another advantage of the app is that it allows users to pull information from their own boards into the document that they’re creating. 

The automation element comes in the form of the app sending generated documents by email or attaching them directly to File columns or conversation feeds inside monday.com. 

The app has a 9.1 rating for ease of use and a 9.4 rating for quality of support on G2 Crowd, making it the best document generation app on monday.com 

Why to use:   

  • Offers integration with document creation 
  • Offers 100 free documents per month 
  • Has a dedicated support team 
  • Can simplify the administrative work 
  • Offers unlimited users and templates 

Works with:

Integrations – With pre-built integration recipes users can generate documents with a click of a button. Go to integrations at the top of your board and search for DocuGen integrations, click on the integration recipe called “When this button is clicked, generate document using settings from this view.” Additionally, users can use pre-built integration recipes to create documents, for example, when a status is changed or based on date. 

Here you can fill out documents based on a specific view or date. 

Board Views –  Users have the ability to define which data from the boards the app will use to generate documents. Users can use connect boards and mirror columns to create documents from the chosen boards. 

How to install:  

Installation of the app is simple through the monday.com marketplace

For more details you can check out the video below. 

2. Op.Sign Digital e-Signature

What can be done:

Op.Sign empowers organizations with digital signing capabilities in order to streamline the process of document creation and approval. It will allow you to send proposals, invoices, documents, to track their progress and trigger automation based on the rules you set up. An additional benefit is that users outside of monday and Op.Sign ecosystem will also be able to sign documents which widens the use case for the app.   

Why to use:

  • It’s easy to set up and has a comprehensive and easy to use how to guide
  • Automates the entire process surrounding documents 
  • Saves time 

Works with:

Integrations – Users can eSign any document on the board using this app. 

How to install: 

The app can be installed by accessing it from the monday apps marketplace, here

3. Funnel

What can be done:

Funnel is an analysis tool for monday that can help users have a more effective sales and marketing funnel, thus increasing their conversion rates. It does this by visualising sales or marketing funnels, offering diagram drawing unction thus enabling easier tracking of which routes most of the leads take from contact to closing.  

More specifically, users will be able to visualize their funnels based on the order of Statuses in the process and visualize the transition of items across Statuses. This will enable an in-depth analysis of the Status transition of individual items. 

With a customizable graph and drag-and-drop functionality, it will be easier to show or hide any status in the workflow.  

Why to use:

  • It can show a percentage of items dropping off at every stage of the process 
  • Allows easy comparison of conversion rates across different lead sources 
  • Visualise how many steps are required to reach a certain status 
  • Helps in identifying bottlenecks in the process

Works with:

Board views – Through this view, users will be able to visualize the sales funnel and journey the items take through the workflow. 

How to install: 

The app can be installed by accessing it from the monday apps marketplace here

Small Business

How to import data from your Excel sheet to an existing board on monday.com

monday.com can help you manage your project and grow your business. Perhaps before you were using Excel sheets to keep all your data organized. Now is the time to enhance your experience with worksheets by importing them to an existing board on monday.com, you can do it in an easy way. From this article you will learn how to do it step by step. 

Why would you import data from Excel sheets to monday.com? 

There are many reasons why users decide to import data to monday.com. You might need this feature when: 

  • you are a new user who has previously worked on Excel sheets and now wants to upload your work onto monday.com to have everything in one place. 
  • you are regularly getting data from an outside source, for example, a client or other platforms, and need to add that information to the existing board. 
  • you used or are using another platform, and need to export data from there and import onto monday.com. 

Putting all your data manually on the platform is an option, but it is not efficient at all. By importing data from Excel sheets, you save time. Less time spent on working on something that has already been done means more time to do tasks that actually matter. 

When you were creating your sheets, you probably checked if all the data was correct. Why do it again? When you import sheets, you are sure there are no mistakes and that none of the items will be missing. 

Before you start the import 

Importing files can be easy and smooth, but you need to be sure that the Excel sheet you are importing is correctly formatted. So before you jump on monday.com, check the files you will be uploading. Think how you want the information to be displayed on monday.com and edit your Excel accordingly. 

How to import data from Excel to an existing board on monday.com

Go to your monday.com profile. Open the board to which you want to add files. Click on the New Item button (it can also be called  “New Contact”, “New Project”, etc., depending on what you are working on), and a list with two options will pop up. Click on ‘Import Items’. 

The window with the option to import data from Excel will appear. After that, you will see an option to import data from this software to monday.com. 

You can drag a file you want to import from a folder on your computer or click the button to browse files on your device. monday.com supports all spreadsheet files, including .csv, .xlsx, and .xls. Thanks to that, you don’t have to waste your time on changing your file format from one to another. 

After making the selection of the file, it will be uploaded. After that, click the “Next” button. 

Choosing the item name

After you choose a file to be imported, you need to take care of how it is going to look on monday.com. First you choose which column on your Excel sheet will appear as the item name. The item name could be, for example, a name of a product, customer name, and so on. 

Mapping the columns

While importing files, it is crucial to map the columns correctly. This way, you ensure that all data will be presented the same way as on your Excel sheet and you will avoid confusion or mixed information. On the screen, you will see two columns: one that shows you what Excel columns you are mapping, and the other that shows the name of existing board columns. You can have different names for columns on monday.com and Excel but it might be harder for you to remember what is what while mapping. Decide to which existing board columns you want to transfer data from your Excel column. For example, you might want to assign the “Addresses” column from Excel to “Customer Addresses” on monday.com. 

Remember that columns that are not mapped will not be imported to monday.com. It is a great feature if you don’t need all your data imported but also don’t want to copy and paste data you want to import to another Excel file. 

How to handle the duplicates

Some data from your Excel sheet might be already on monday.com. You don’t have to worry about duplicating the content, as there are three options to manage duplicates. Your choice depends on what you want to do with the duplicates. 

After mapping you click “Next” and you will see three options on your screen. 

  1. Create new items (Choose if you want to add all duplicated entries as new items to the board). 
  2. Skip items (Choose if you don’t want to add items that match a particular column). 
  3. Overwrite existing items (When you choose this option, the data from Excel will be overwritten by data on monday.com)

If you decide on options two or three, you should choose the unique column in which the value is different for each of the items. Usually it is the item name column. 

Once you decide what to do with duplicated data, click the ‘Start Import’ button. 

Wait a moment for the import to end. When the process is done, a new group will be created on your board, and the new items will appear. 

Batch Actions

While importing the data, not all columns are supported, for example people column and dropdown. 

If you have a dropdown column, you need to update it manually on monday.com. However, you don’t need to update each of them one by one. You can use batch actions. 

To proceed with batch actions, mark all the items you want to edit, ticking the box on the left side. You can now edit all the marked items at the same time. This way you speed up your work. 

Copy and paste option 

You wrote down some data in one Excel column and want to quickly add it to your monday.com board? No problem. You can do it very easily. Skip the import part and simply use the copy and paste method. 

Copy data from the Excel column. Then go to your board, click on the +Add item button and use the shortcut or right-click the “Paste” option to add data from the Excel column into your board. 

This option is available just for the item name on the board. It means that if you need to upload data to other columns, you should use the importing process described above. 

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