CRM Quickstart (40 hours)

Monday CRM Quickstart – Get Your CRM Up and Running, Fast

Simplify your customer relationship management with our Monday CRM Quickstart package. This all-in-one service is designed to get your Monday.com CRM set up and tailored to your business needs in no time, ensuring you can manage leads, sales, and customer interactions efficiently from day one.

What’s included in Monday CRM Quickstart:

• Design & Discovery: We begin by understanding your sales process, customer journey, and business goals. This allows us to design a CRM structure that fits seamlessly with your operations.

• CRM Configuration: We configure your Monday.com CRM to align with your workflows, automating processes and ensuring your sales team can work smarter, not harder.

• Data Migration & Testing: If you’re moving from another CRM, we’ll handle the data migration, followed by rigorous testing to ensure everything is set up and functioning correctly.

• Training: Equip your team with the skills and knowledge to make the most of your new CRM. Our expert trainers provide hands-on guidance to ensure your team is confident and ready to use the platform.

• Hypercare (30 Days of Support): After the initial setup, we offer 30 days of dedicated support to help your team adopt the system and troubleshoot any issues that arise during the early stages.

The Monday CRM Quickstart package is designed to get your CRM up and running quickly and efficiently, giving you more time to focus on what matters most—your customers.

Ready to streamline your customer management with Monday.com?