Anyway you can get ahead in today’s competitive landscape as a business is a win.
There’s so much to do, trends to consider, apps and platforms to onboard and figure out, leads to manage, relationships to nurture, and deals to secure. Many tools are welcome.
The trick, however, is getting a tool that actually helps you close deals effectively rather than just being another money and time dump that you end up regretting and frustrating your team with.
Monday.com is one such platform. I had a ton of experience with Monday when I was freelancing during my early days, and it was my first team project management app when I expanded.
The question is, is it right for your sales team?
We’re taking a deep dive into the Monday.com ecosystem, exploring what all the fuss is about, what it offers, how it benefits you (or doesn’t), how much it costs, and whether you should give it a second glance.
All your questions have been answered, so let’s get into it.
What is Monday.com?
Monday.com is a work management platform that puts everything to do with your sales team (or pretty much any team, but we’re focusing on sales) in one central location.
We’re talking about all your workspaces, notes, to-do lists, CRM, projects, ticketing – the works.
Back in the day, it was primarily used as a simple project management tool, but it’s come a long way since. Now, you can use dozens of templates and build custom applications to help you achieve whatever your tailored needs are.
From team collaboration features to task tracking, Monday.com seems to have it all, and that’s really the core of the suite.
Think of it as a digital Lego set where you can mix and match different blocks to create the perfect solution for your team.
The flexibility you get with it.
Whether you’re in marketing, sales, software development, or any other department, you can adapt Monday.com to fit your specific workflows.
With its intuitive interface, powerful features, and growing popularity, Monday.com is definitely a force to be reckoned with in the world of work management.
How to get started with Monday.com
Say you like what you see and think of giving Monday.com a whirl. How easy is it to onboard and get everything set up and running, as well as get your team involved?
Well, let’s break it down.
Step 1: Sign up and create your account
Head over to Monday.com’s website and click that shiny “Get Started” button.
You’ll be asked to enter your email address and create an account name – usually, your company name works best.
Then, answer a few quick questions about your role, team size, and how you plan to use the platform.
This helps Monday.com tailor the experience to your specific needs. Based on your responses, it’ll create a workspace based on your needs with all the features set up and ready.
It saves having to set everything up yourself, which can be a little overwhelming when starting out or just wanting to give it a try. But you can skip through and set up as many workspaces as you want later as well, so don’t think this is the be-all-end-all.
I’d also recommend starting out on the free plan (you can get a 14-day free trial of the Pro tiers as well) so you can actually try out all the features and get a feel for things.
Step 2: Set up your workspace
Once you’re logged in, you’ll land in your main workspace.
Think of this as your command center for all things Monday.com.
In good fashion, you can invite your team members (if you haven’t already during the setup wizard and customize your profile.
Add a picture, name, and bio to keep the social side of things up. To personalize your profile, click on your profile picture in the top right corner.
Step 3: Create your first board
Boards are pretty much the bread and butter of Monday.com.
Click on the “Add” or “+” button, and you’ll be presented with a plethora of options. You can choose from over 200 customizable templates or start with a blank canvas if you’re feeling adventurous.
Give your board a catchy name and select the board type that aligns with your goals, whether it’s a project, task list, or something else entirely.
Step 4: Customize your board
Then, it’s simply a case of putting all the info you’re working with into the board.
My suggestion here is that you don’t try to do everything at once, and instead get an elementary version working and then allow yourself and the team time and space to build it up over time.
There’s this notion that everything needs to be perfect from launch, but that’s problematic and usually a waste of time.
Say you’re setting up project management on Monday.
Create a project management board for all the projects, add the subtasks, and assign the people.
When you start looking for project updates, then add the status column. Need better management on the dates, add a data column. Need to add documentation? Then add a link column.
Take a slow and steady approach and let your team know what they need. Don’t just assume you know best from the off.
Step 5: Collaborate and communicate
That’s pretty much it.
You and your team can now come and go throughout the app, stay connected, and work on tasks.
Use the Updates section to have conversations within the context of your work. As a standard, you can tag team members using “@” mentions to notify them directly.
And if you need to share files or information, you can attach them directly to items.
Step 6: Enhance your board with views & dashboards
To visualize your data in different ways, explore the various views like Kanban, Gantt chart, calendar, and timeline. You can customize these views to display the most relevant information to your team.
You can also create dashboards that give you a good oversight of your entire sales team, what you’re up to, the status of leads and projects, and other information you deem important.
Step 7: Set Up Automations and Integrations
And finally, don’t forget to integrate Monday.com with your existing workflow.
There are dozens, if not hundreds, of automations and integrations in the Automation Center, plus compatibility with platforms like Zapier. Native integrations include Slack, Google Drive, Jira, and more.
Automating tasks helps free up time on repetitive tasks so the team can focus on more important matters and activities.