Discusiones de Crm Software

Is there a way to join two or more contacts in the automation so that they can both receive the emails when they are under the same deal?

The issue Salesforce ups address is bringing all business information into one spot, making one wellspring of truth for data about the whole deals measure - from lead creation to contract.

If c4c is based on excluding the intermediacy of business in global trade, then digital assets seem to be the tools fit for purpose. it is likely however that B2C/B2B will continue to be the default means of transacting. This does not have a negative impact on C4C (client for client.) It seems... Leer más

I want to get an idea of what is possible for my business, whether there are ways to make things simpler in terms of workflows, and the next steps I could take to level up and take full advantage of all the features ActiveCampaign offers. Thanks!

For example, is there a space to use Monday to suggest areas of improvement for other people in your organization?

Will aslo suggest for small and mid level companies as would get cost cutting benefits with the industry best crm tool

It would be ideal if I was able to sync Monday to SalesForce, any ideas?

It would be great, maybe i am not aware, to have speech / voice recognition to work with the tasks

I am trying to implement a database system within Monday. I'm using boards as tables in a DB. However, I still have some difficulties with the connections between the frames.

When using the content calendar they offer us newer colors for the channels and I want to be able to use those on the calendar view, something to consider!

We use Shopify as our retail system, and it would be great to have these 2 working alongside, also, getting the data from monday.com to a BI system as powerful as PowerBI would make our lives easier.

Sometimes is hard to be accurate with the registration of working hours.

Can we schedule recurring meetings linked to objectives via Zoom? Can we add the feature directly into objectives?

We only use Monday.com here at our corporate office. I was wondering how we might be able to expand this component to our divisions. How many users can we have using Monday.com at one time?

I want to print out several views of our project list for weekly meetings with senior management: one for the current week and another for a larger view of all of the department's projects. Senior management would be able to review upcoming projects and allow us to re-prioritize projects if needed.

If an item has been created without a template or does not follow the traditional workflow due to human error, how can we set up notifications or warnings to catch these mistakes earlier?

Solo conocía Wordstream por su enorme imperio de contenido que se posiciona bien en Google. Ahora sé que hay otros productos también, pero realmente no sé en qué enfocarme al comparar estos productos.

I want to get the most out of my Monday.com software and want to avoid paying fees for softwares like salesforce which cost an arm and a leg. So want to understand if I can set up a CRM on monday that can integrate with my website to add in the form submissions and creat sales funnel etc.

If yes, which tool and why?

¿Hay alguna posibilidad de que superes la magnitud de Salesforce?

I'm looking to create a new car-abandonment sequence, but I'd want to do so as a split test with the current one to see which one performs the best. How could I do so?

I would really love to find a way to be able to manage different types of groups on one board. Is there a way to do this in my dashboard?

This biggest thing that I am trying to figure out on Monday.com is how to manage re-occuring tasks. Right now I keep those tasks as in progress and just change the date when they are completed. But is there a way to mark them as done and have them automatically appear in the same location but... Leer más

I would like to learn the following: If I have a Client listed in dashboard A under board 1, 2, and 3, and I have other updates for the said Client under a Project Manager's name across all the board. Is there a way to update the one and this will update all the dashboard/s and boards for the... Leer más

I really love the automation part that Mautic offers freely; however, their email marketing part isn't good, so is there any possibility that Interspire can also have those missing functionalities soon?

Sanmm

I think it will be great to be able to manage expenses and profits through the CRM software. Where can I find the money management module?

Siento que todos mis comentarios y los de mis clientes han pasado desapercibidos. ¿Cuál es el proceso de cómo se revisan e implementan para corregir errores o agregar nuevas funciones?

Automatiza fácilmente las respuestas, los textos y convierte los clientes potenciales en representantes de ventas según el volumen.

Así que este software está recomendado para tu computadora.

Be notified with a sound when a team member uploads a new update.

Para mis plantillas de correo electrónico

No es una pregunta, pero mira mi descripción de disgustos y trabaja en esos problemas de correo electrónico, ¡por favor!

I want to create an email pipepline with people who sign up for my email list but may not purchase initially after signing up. How can I lead these potential subscribers into becoming customers.

Hide tips Provide additional detail on your question so other Workbooks users can help you out!

Want to about experience share of the SAP CRM. And confirm which one is best

I have multiple databases, but would love to be able to use them to their fullest. What are all the functionalities that I can use?

I know I can see the work on each board in 3 ways. The calendar view is handy, but the timeline view is what I think would benefit my team the most when it comes to showing the higher-ups the huge volume of work my small team is doing. Is there currently a good way in Monday to do that?

Debating how we could best use Monday as a CRM, and struggling to envision how we could take "board" environment and turn it into a CRM based tool :)