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Course Outline
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
Requirements
- Familiarity with using web-based applications
- Basic computer skills
Audience
- Managers
- Team leaders
- CRM administrators
7 Hours
Testimonials (5)
### Practical Exercises
Renato Martins - Molycop Chile S.A.
Course - Salesforce for Sales
Machine Translated
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
I learnt that we underutilize the system we work on and enjoyed every apsect.
Tracy Rehman - Financial Planning Institute
Course - Microsoft Dynamics 365 Customer Insights (MB-220)
Fortunately I was 1 on 1 with my trainer. This was very good. Victor worked at my pace, he explained things clearly and I was very happy with the outcome.
Craig - Superior Minerlas
Course - Salesforce for End Users
application scenarios introduction
