Improve sales efficiency with the Monday.com CRM Template. Streamline data import, sales outreach, reporting, and keep optimizing CRM processes.
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Create a new Monday.com CRM board
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Import contact data from previous CRM system
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Assign contacts to respective sales personnel
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Prepare initial outreach communication for each contact
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Approval: Outreach Communication
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Send the initial outreach communication to all contacts
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Record all responses in the CRM
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Identify potential leads from responses received
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Prepare detailed pitch for potential leads
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Approval: Detailed Pitch
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Send the detailed pitch to potential leads
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Log any sales or feedback received from the pitch
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Follow up with all other contacts
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Track all sales transactions and success metrics
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Prepare monthly sales report
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Approval: Monthly Sales Report
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Share Monthly Sales Report with the necessary parties
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Collate and review customer feedback
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Apply feedback to improve CRM processes and outreach efforts
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Prepare plan for the next outreach cycle and repeat
Create a new Monday.com CRM board
Create a new CRM board in Monday.com to track and manage customer relationships. This task is essential to set up a centralized platform for the CRM process. The board will allow for easy organization and collaboration among sales personnel.
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Sales
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Marketing
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Customer Support
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Other
Import contact data from previous CRM system
Import contact data from the previous CRM system into Monday.com. This task is necessary to transfer all existing contacts into the new CRM system. Ensure that all relevant contact information is accurately imported.
Assign contacts to respective sales personnel
Assign each contact to the respective sales personnel in Monday.com. This task is crucial to ensure that each contact is properly managed by the responsible salesperson. Assigning contacts will streamline communication and improve customer relationship management.
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New lead
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In progress
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Closed deal
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Other
Prepare initial outreach communication for each contact
Craft a personalized initial outreach communication for each contact. This task is important to make a positive first impression and generate interest in the company's products or services. Tailor the outreach message to the specific needs and preferences of each contact.
Approval: Outreach Communication
Will be submitted for approval:
Prepare initial outreach communication for each contact
Will be submitted
Send the initial outreach communication to all contacts
Send the initial outreach communication to all contacts. This task is essential to initiate communication with potential leads and establish a connection. Use the contact information provided to send the outreach email to each contact.
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Contact 1
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Contact 2
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Contact 3
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Contact 4
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Contact 5
Initial Outreach
Record all responses in the CRM
Record all responses received from the initial outreach communication in Monday.com. This task is crucial to track and manage all interactions and ensure timely follow-up. Document the responses accurately in the CRM to maintain an updated record of communication.
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Contact 1
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Contact 2
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Contact 3
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Contact 4
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Contact 5
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Positive
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Neutral
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Negative
Identify potential leads from responses received
Identify potential leads from the responses received. This task is important to distinguish contacts who show interest and have potential for further sales opportunities. Review the responses and identify leads based on their level of engagement and interest.
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Contact 1
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Contact 2
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Contact 3
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Contact 4
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Contact 5
Prepare detailed pitch for potential leads
Create a detailed pitch for potential leads. This task is crucial to provide comprehensive information about the company's products or services to interested leads. Tailor the pitch according to the specific needs and preferences of each potential lead.
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Lead 1
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Lead 2
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Lead 3
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Lead 4
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Lead 5
Approval: Detailed Pitch
Will be submitted for approval:
Identify potential leads from responses received
Will be submitted
Send the detailed pitch to potential leads
Send the detailed pitch to potential leads. This task is essential to provide potential leads with the necessary information and persuade them to consider the company's products or services. Use the contact information provided to send the pitch email to each potential lead.
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Lead 1
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Lead 2
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Lead 3
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Lead 4
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Lead 5
Detailed Pitch
Log any sales or feedback received from the pitch
Log any sales or feedback received from the pitch in Monday.com. This task is crucial to track the outcomes of the pitch and identify successful sales or areas for improvement. Document sales transactions and feedback accurately in the CRM to analyze and measure the effectiveness of the pitch.
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Lead 1
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Lead 2
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Lead 3
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Lead 4
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Lead 5
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Sale
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No Sale
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Feedback
Follow up with all other contacts
Follow up with all other contacts who have not shown immediate interest or responded to the initial outreach communication. This task is important to maintain communication and explore potential sales opportunities. Use the contact information provided to send a follow-up email to each contact.
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Contact 1
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Contact 2
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Contact 3
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Contact 4
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Contact 5
Follow-up
Track all sales transactions and success metrics
Track all sales transactions and success metrics in Monday.com. This task is crucial to monitor the progress of sales, measure success, and identify areas for improvement. Record relevant details about each sale transaction and track key success metrics for analysis.
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Transaction 1
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Transaction 2
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Transaction 3
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Transaction 4
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Transaction 5
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Completed
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In progress
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Cancelled
Prepare monthly sales report
Prepare a monthly sales report in Monday.com. This task is important to summarize the sales activities and achievements for a given month. The report should include sales figures, success metrics, and any notable insights or trends observed.
Approval: Monthly Sales Report
Will be submitted for approval:
Prepare monthly sales report
Will be submitted
Share Monthly Sales Report with the necessary parties
Share the monthly sales report with the necessary parties. This task is crucial to keep stakeholders informed about the sales performance and provide visibility into the overall progress. Share the report via email or other suitable channels to the designated recipients.
Collate and review customer feedback
Collate and review customer feedback received from various sources, such as surveys, emails, or direct communication. This task is important to gather insights and understand customers' experiences and expectations. Analyze the feedback to identify areas of improvement and make corresponding adjustments to the CRM processes and outreach efforts.
Apply feedback to improve CRM processes and outreach efforts
Apply the collected customer feedback to improve CRM processes and outreach efforts. This task is crucial to enhance customer satisfaction, optimize communication strategies, and refine sales approaches. Implement necessary changes based on the feedback analysis to continuously improve the effectiveness of the CRM system.
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Action 1
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Action 2
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Action 3
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Action 4
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Action 5
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High
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Medium
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Low
Prepare plan for the next outreach cycle and repeat
Prepare a plan for the next outreach cycle and repeat the CRM process. This task is vital to maintain a proactive and continuous approach to customer relationship management. Evaluate learnings from previous cycles, set goals, and outline the steps for the next outreach cycle to effectively manage customer relationships and drive sales.
