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Overview
The Monday CRM Certification provides enterprise users with comprehensive training to implement and customize Monday CRM for their clients. This course covers every phase of the CRM setup, from sales cycle connections to custom workflows, empowering participants to create seamless CRM solutions that support organizational needs. This certification confirms your ability to configure Monday CRM for effective sales and customer data management.
Objectives
At the end of Applying Monday CRM certification course, participants will be able to
Prerequisites
- Basic understanding of CRM principles and sales processes.
- Familiarity with Monday.com or similar project management tools.
- Prior experience in managing customer data workflows.
- Basic knowledge of dashboard and data visualization setups.
- Access to a Monday.com enterprise account for hands-on practice.
Course Outline
Module 1 : Introduction to Monday CRMCourses2024-11-04T07:39:37+05:30
- Overview of Monday CRM functionalities and system setup for enterprise needs.
Module 2 : Sales Cycle ManagementCourses2024-11-04T07:40:25+05:30
- Techniques to organize, track, and manage sales processes within Monday CRM.
Module 3 : Creating Custom WorkflowsCourses2024-11-04T07:41:17+05:30
- Step-by-step instructions on creating tailored workflows to streamline sales and customer data.
Module 4 : CRM Dashboards and ReportingCourses2024-11-04T07:42:08+05:30
- Building and customizing dashboards for real-time data visualization and reporting.
Module 5 : Advanced Customization and AutomationCourses2024-11-04T07:43:06+05:30
- Using Monday’s automation tools to enhance CRM functionality for client-specific needs.
