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Course Outline
Introduction to Monday.com
- Overview of the Monday.com platform
- Key features and core modules (WorkManagement, CRM, and WorkForms)
- Customizing the platform for various operational areas, including sales, marketing, HR, and project management
- Understanding the Monday.com interface: boards, items, and columns
Automating Databases and Workflows
- Moving from manual to automated database management
- Creating boards to track data across different departments
- Tailoring columns to meet specific business requirements in sales, project tracking, and HR
- Automating data entry and updates
- Leveraging automation for repetitive tasks, such as email follow-ups and task assignment
- Practical exercise: configuring a board for department-specific tracking, such as project management or sales pipeline
Integrating WhatsApp via External API
- Overview of external APIs for WhatsApp
- Understanding WhatsApp API integration capabilities for diverse business functions
- Connecting WhatsApp to Monday.com
- Enabling real-time communication with customers, team members, or leads
- Automating responses and follow-ups using trigger-based actions
- Practical exercise: establishing a WhatsApp API workflow for customer or internal team communication
Managing Customer or Project Statuses
- Defining custom statuses for various areas, including sales, HR, marketing, and projects
- Creating custom status columns for workflows, such as lead status, project progress, or task completion
- Automating status updates
- Configuring alerts and notifications based on status changes
- Practical exercise: implementing a status update flow to manage customer relationships or project progress
Leveraging the Full Monday.com Suite
- WorkManagement for cross-departmental collaboration
- Assigning tasks and timelines while tracking progress across departments
- Setting up automations for deadline reminders and task status updates
- CRM for lead and relationship management
- Organizing lead and customer information, including interaction history, across any business area
- Creating automations for customer nurturing, sales tracking, or service updates
- WorkForms for automated data collection
- Building custom forms to gather internal or customer data
- Integrating forms with workflows to update databases automatically
- Practical exercise: using WorkForms to design a data collection form and link it to a department-specific workflow
Best Practices for Multi-Area Automation
- Optimizing Monday.com workflows for diverse business functions
- Covering sales, marketing, HR, project management, and more
- Tips for effective automation and integration
- Addressing common challenges and troubleshooting strategies
- Q&A session
Summary and Next Steps
Requirements
- Experience with web-based applications
- Foundational computer literacy
Audience
- Managers
- Team leaders
- CRM administrators
7 Hours
Testimonials (4)
Applicable topics and he spoke clearly and concisely.
Brandon - Aptus Court Reporting LLC
Course - Zoho CRM: Administration, Customization, and Operations
Opportunities to work at our pace, answered lots of questions, pleasant trainer
- Chester Beatty
Course - HubSpot CRM
the fact that it has folded our needs
mihaela
Course - Odoo for Managers
Exercises, and the fact that the trainer was able to answer all my questions.
