monday.com: A comprehensive guide you should know

"monday" exudes productivity, enthusiasm, and energy. Similarly, monday.com, a cloud-based project management platform, seamlessly integrates teams, tasks, and processes to streamline workflows, maximise productivity, and improve outcomes.

It's more than just a project management tool; it’s a complete platform to run your business and align all your teams together, building one holistic ecosystem where teams can collaborate easily.

• Monday now offers access to sales cycle and deals management with its powerful monday CRM.
• Product management and sprint / agile development with product roadmaps through the Monday dev offering.
• Task and workflow management with its powerhouse work management product.
• Ticketing or issue management with its monday services offering.

Imagine all your departments, from marketing, to sales, to development teams, e. Even your customer support teams having access to a unified platform, enhancing transparency, visibility and ofcourse efficiency. From tracking project progress effortlessly in one place to ensuring a seamless customer experience and timely deliverables, monday.com has got you covered.

1. Monday CRM

Who doesn't want to keep track of their sales and fix loopholes left by sales representatives, be able to convert more leads and have complete visibility on the deal pipeline? Well! A dream for every sales manager - That's what Monday CRM actually does. This product empowers your sales team to keep track of every sales stage in the pipeline from research to post-sales, ensuring a seamless customer experience.

monday.com CRM benefits:

• Streamline and optimise sales activities from initial lead engagement to post-sales follow-ups.
• Sync Gmail/Outlook to auto-respond notifications.
• AI-powered and customisable templates make writing emails easier and faster.
• Flexible and versatile tool designed to enhance efficiency.
• Send personalised bulk emails to make outreach more efficient.
• Drive desired results in today's competitive marketplace.
• Track calls, meetings, and notes to stay updated on communication status.
• Leverage custom reports and dashboard data to track forecast vs. actual sales and analyse forecast by month.

Whether you're looking to enhance your lead generation efforts, increase your conversion rates, or simply streamline your sales process, this tool has everything you need to get the job done right.

2. Monday dev

Imagine your mind brimming with ideas, craving an easy-to-use interface for websites and apps - this is where monday.com steps in. With monday dev product, you can access exceptional features such as roadmap and agile project planning, bug tracking, sprint management, and more. The best part? You can accelerate your product conceptualisation to launch by using monday dev.

Monday dev benefits:

• Manage sprint lifecycle including plan sprints, and daily standups to review.
• Determine bottlenecks by tracking sprint progress and ideal efforts.
• Update status and track progress on Monday with Git integration.
• Improve collaboration by accessing collective knowledge direct from within monday.
• Automate tedious tasks to fit your needs right in few clicks.
• Kanban view, custom dashboards, Gantt charts to visualise your work.

3. Project Management

Did you know that 23% of businesses were leveraging at least one dedicated project management software? And obviously, they're missing out on the key benefits, of which time management tools are just one example. Similarly, there are other exclusive functionalities out there that you can use to ensure complete transparency on project progress. A few of them are listed below:

-Activity/Task/Time management

Managing and tracking each activity plays a crucial role when it comes to increasing productivity, task management, roadmap planning, and team collaboration. That's where monday.com, an agile team project management product introduced to streamline projects. It’s more than just a team task management app. You can manage your project activity, progress, status, and task along with the expected deadline, timeline, estimated time and actual time taken to complete the activity. This will show you complete individual progress.

monday.com work management software benefits at a glance:

• Plan, manage, and analyse everyday tasks with intuitive work management software.
• Create a detailed action plan for the company-level goals.
• Quick overview of ongoing projects across the teams and departments.
• Plan, schedule, and allocate dedicated resources to boost efficiency.
• Streamline data, tasks, and project approvals seamlessly with the Monday project management tool.
• Manage client and team projects to exceed business expectations.
• Keep track of tasks and deadlines, prioritise your work, and create a to-do list in backlogs.

Let’s understand with an example: HR recruitment

Hiring the right candidate is challenging for recruiters in almost every industry. They're juggling constantly in collecting applications, shortlisting candidates and scheduling interviews. Meanwhile, this process leaves space for missing out on the right candidate. That's where monday.com helps you.

• You can set up a recruitment pipeline board.
• Collect relevant applicants.
• Communicate with candidates.
• Schedule interviews.
• Record interview notes/feedback.
• Set up an onboarding board.

Managing the recruitment cycle can be burdensome and drain energy, whereas monday.com - Team productivity software helps you save time and speed up your recruitment process while managing all activities simultaneously.

4. Monday services

Frustrated by slow support? Don't worry, Monday Services can help! Its AI-powered automation enhances and streamlines the customer experience by promptly addressing each query across multiple channels. With faster issue resolution, it delights customers with exceptional experiences. Monday Services has you covered.

Benefits of monday services

• Efficient handling and tracking of tickets across all channels.
• Seamless support across various communication channels.
• Utilisation of AI-driven automation to streamline processes.
• Organised catalog for easy access and management of services.
• Comprehensive management of employee journey and tasks.
• Customisable service level agreements to meet specific needs.
• Centralised repository for storing and sharing knowledge.
• Effective tracking and maintenance of assets.
• Management of inventory levels and order processing.
• Dedicated portals for customers to access services and information.

1. Work canvas

Among its top highlighting features, monday.com offers the additional benefit of leveraging the work canvas for creating whiteboards, workflows, and flowcharts. This ultimately streamlines the complete workflow by breaking down complex processes into simple visualisations.

Moreover, it assists you with SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis. By simply identifying all these major factors of your business, you can predict growth opportunities and possibilities for your business.

2. Email & Activities

With these add-on services, you can streamline communication through emails and activities. Whether you're sending personalized bulk emails to specific customer segments or gaining real-time activity tracking and notifications within the monday.com interface, the Emails & Activities add-on enhances team collaboration.