Using monday.com for efficient sales management
The purpose of monday.com South Africa is to serve as a platform for collaboration. This means that you and your team can share important sales data with the click of a button. It also allows you to customize the platform to meet the needs of your business. You can even colour code it for ease of reference. It’s easy to see why managing sales with Monday.com is a breeze.
Understanding the sales pipeline
The first step to managing sales with monday.com is to understand your sales pipeline. The sales pipeline is a visual display of the different stages of the sales process. It’s a quick and easy way to see the status of each lead without having to dig deep for information.
Your sales pipeline is important because it monitors your sales team to see if goals are being met. This also means that you can see what your potential revenue for the year will be.
Setting up your sales board
This is the fun part. Here you get to choose the different categories that will be displayed on your board as well as their related colours. We recommend having boards based on the months of the year, that are further split to indicate the stage each lead is in. For example, new leads, in progress etc. You can also add a status column to each sales step to see if your sales team is moving forward with their leads.
You can easily add rows and columns to your board to facilitate information storage and collection. This information can then be used to improve customer service and make the necessary changes to ensure a positive customer relationship.
Use monday.com South Africa to simplify business
Use every aspect of the sales journey as a learning experience. What worked, what didn’t and what feedback was received? All of this information should be readily accessible on the relevant board. All you need to do is ensure that your team has access to this to ensure that your business is able to adapt and thrive.
Automating your board will also assist in this process. You can set up notifications each time the status of a lead is changed or set up a weekly report that will be generated and sent to you. You can even integrate Gmail and Google Calendar to ensure that all client-related data is safely stored in one convenient location.
Sign up to monday.com South Africa – Activation or Trial Link and automate work with monday.com South Africa.
Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
Book a call for monday.com Pro Services in South Africa and Africa
Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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