monday sales CRM - Tutorial for Beginners

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КОМЕНТАРІ • 30

  • @KevinStratvert
    @KevinStratvert  10 місяців тому +2

    Get an extended 30-day trial of monday sales CRM: bit.ly/mondaysalesCRM

  • @trvago477
    @trvago477 Місяць тому +1

    I have watched almost every Monday CRM tutorial here on UA-cam and I can tell you that this is the best one, thank you for making this video Kevin.

  • @droisvi1675
    @droisvi1675 7 місяців тому +1

    I love Monday. It allows you to build tables that works for you and the best tool to use if you are managing project(s) to creating customizable ticketing systems and much more.

  • @littlecarmine4932
    @littlecarmine4932 10 місяців тому +6

    Could you do a video explaining Microsoft dynamics?

  • @freedominspired
    @freedominspired Місяць тому +1

    Hey, Kevin. I am an outside sales representative who sells products to three different customer groups, all B2B. Can you recommend a CRM that:
    1. Helps separate all the businesses into these 3 groups
    2. Create the best route for every city I travel to
    3. Email blasts for the different groups
    4. Create a timeline of notes with action items completed and for future action items per business

  • @donalda.abrams4042
    @donalda.abrams4042 10 місяців тому +1

    So why did you choose monday sales versus other platforms such as Sales force or Nimble? We selected Nimble and it appears to be identical.

  • @LindaSHarris0614
    @LindaSHarris0614 10 місяців тому +1

    😳 Seamlessly Kevin..😊 I will look again, and thank you.

  • @folsterfarms
    @folsterfarms 10 місяців тому +3

    Perfect timing!

  • @MaryWahle
    @MaryWahle 29 днів тому

    whats the difference between monday crm and monday sales crm? i got an account to follow with the tutorial but its just monday crm?

  • @kutbidaruwala1760
    @kutbidaruwala1760 2 місяці тому

    Great Presentation. Better then what the sales partner presented.

  • @matthewstevens1562
    @matthewstevens1562 10 місяців тому +3

    make a salesforce series turorial plz!

  • @lacyp5530
    @lacyp5530 10 місяців тому

    DARK THEME IS TURNED ON IN UA-cam, BUT PAGE IS STILL LIGHT ? i'M USING OPERA BROWSER.. ? EARLIER PAGES WERE DARK UNTILL I TURNED ON BLOCK ADS ON UA-cam ? HOW TO FIX ?

  • @zayn_jl
    @zayn_jl 10 місяців тому +7

    So basically notion?

    • @fatimasalame9512
      @fatimasalame9512 7 місяців тому

      Is Notion better than Monday?

    • @orelmor
      @orelmor 2 місяці тому

      @@fatimasalame9512 Notion is mainly for managing knowledge whereas Monday is better on the project management and tasks side

  • @rudolphg76
    @rudolphg76 6 місяців тому

    How is a monday sales CRM account with a Project Management template any different than a Monday Workfoce account with a CRM template. I can't tell the difference between both platforms. If its just templates which can be used in both, why create two separate accounts, logins, and logos?

    • @aberba
      @aberba 6 місяців тому

      Could it be it's an acquired product they're graduating integrating? I don't know Monday enough though

  • @sirenanussbaumer8354
    @sirenanussbaumer8354 10 місяців тому

    Is this better than Dynamic 365?

  • @towhidurr
    @towhidurr 9 місяців тому

    I like u & ur helpful video from Bangladesh.

  • @ExcelTemplatesSolutions
    @ExcelTemplatesSolutions 8 місяців тому +2

    Great tutorial

  • @mountainviewimaging898
    @mountainviewimaging898 10 місяців тому

    This is great. Thanks.

  • @ceeannmendez4392
    @ceeannmendez4392 22 дні тому

    anyone use this platform for a law firm ?

  • @LSUfan
    @LSUfan 10 місяців тому

    Define what is a CRM?

  • @MossyRock-g9i
    @MossyRock-g9i 8 місяців тому

    What is the difference between "Company" and "Account"????

    • @KevinStratvert
      @KevinStratvert  8 місяців тому +1

      Within a larger company you may have several accounts. It offers another level of organization for your data.

    • @MossyRock-g9i
      @MossyRock-g9i 8 місяців тому

      @@KevinStratvert Great. Thanks!

  • @SarahMontero-s8m
    @SarahMontero-s8m 2 місяці тому

    Would this be a good option for a small nonprofit deciding to move to their first CRM?

  • @Eternal_Tech
    @Eternal_Tech 10 місяців тому

    I know that this is just a demonstration video, but in Kevin's mock email to a potential franchisee he states:
    "You will have the freedom to customize your menu, pricing, and marketing strategies to suit your local market and preferences."
    While this may pique the interest of some potential business owners, this strategy is quite off-putting to many customers. It is quite frustrating for many customers to view promotions that the company probably spent thousands to millions of dollars on, visit their local restaurant, and then discover that the item that was advertised is not sold at that location or that the promotional price is not honored there.
    When this happens, it does not only look bad for the franchise, but for the franchisor as well.

  • @webdeveloper4742
    @webdeveloper4742 3 місяці тому

    saleman