How to Scale Sales with Monday CRM: AI-Powered Workflows & Automation скачать в хорошем качестве

How to Scale Sales with Monday CRM: AI-Powered Workflows & Automation

Stop letting your CRM be a data entry chore. In this tutorial, we dive deep into the monday CRM suite—an AI-powered revenue platform designed to connect marketing, sales, and delivery into one seamless customer journey. Whether you’re a sales manager looking to automate lead routing or a marketer building AI-driven email campaigns, this guide shows you how to make monday.com work for you. 0:00 - The Problem with Traditional CRMs 0:15 - Intro to Monday CRM AI-Powered Suite 0:53 - Organizing Workspaces, Boards & Dashboards 1:41 - Marketing: Building AI Email Campaigns & UTM Tracking 3:05 - Sales Management: Lead Qualification & Round Robin Routing 3:40 - Meet Your AI Sales Agent: 24/7 Prospecting 4:12 - Closing Deals: Email Integration & AI Note Taker 4:55 - Quotes & Approvals: Selling Without Tool Switching 5:11 - The Handoff: Connecting Sales to Project Delivery 6:02 - Executive Dashboards: AI Insights & Revenue Tracking 6:40 - Mobile CRM: Staying Connected on the Go 7:00 - Summary: Why AI is the Engine of Modern Sales Learn more about monday CRM here: https://monday.com/crm/?utm_medium=or... Follow us on social media:   / 104213856   https://www.facebook.com/profile.php?...   / mondaycrm