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Duration 7 hours
Course Outline
Introduction to Monday.com
- Comprehensive overview of Monday.com
- Core features and components (WorkManagement, CRM, and WorkForms)
- Tailoring Monday.com for specific operational domains (sales, marketing, HR, project management, etc.)
- Navigating Monday’s interface: boards, items, and columns
Automating Databases and Workflows
- Shifting from manual to automated database management
- Constructing boards for data tracking across departments
- Configuring columns for distinct business needs (sales, project tracking, HR)
- Automation of data entry and updates
- Deploying automation for repetitive duties (e.g., email follow-ups, task allocation)
- Practical exercise: Configuring a board for department-specific tracking (e.g., project management, sales pipeline)
WhatsApp Integration via External API
- Foundations of external APIs for WhatsApp
- Understanding WhatsApp API integration capabilities for various business functions
- Linking WhatsApp to Monday
- Real-time communication maintenance with clients, team members, or leads
- Trigger-based automation for responses and follow-ups
- Practical exercise: Configuring a WhatsApp API workflow for client or internal team communication
Managing Customer or Project Statuses
- Defining custom statuses for different sectors (e.g., sales, HR, marketing, projects)
- Creating bespoke status columns for workflows (e.g., lead status, project progress, task completion)
- Automating status updates
- Configuring alerts and notifications based on status changes
- Practical exercise: Implementing a status update flow for managing customer relationships or project progress
Leveraging the Complete Monday Suite
- WorkManagement for cross-departmental collaboration
- Task and timeline assignment, with progress tracking across departments
- Setting up automation for deadline reminders and task updates
- CRM: Managing leads and relationships
- Organizing lead/customer information and interaction history for any business area
- 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
- Strategies for effective automation and integration
- Addressing common challenges and troubleshooting
- Q&A session
Conclusion and Next Steps
Requirements
- Proficiency with web-based applications
- Foundational computer literacy
Target Audience
- Managers
- Team leaders
- CRM administrators
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.