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hey everyone welcome to monday's crm for enterprise from gathering leads to closing deals to streamlining post-sales processes monday crm is here to help you easily manage all aspects of your sales cycle let's dig in to start we've given you fully loaded boards to manage the core aspects of your sales funnel but the fun doesn't stop there within these folders you'll find everything you need to analyze your business navigate post sales processes and so much more excited yet me too but let's not get ahead of ourselves as with any good crm it all starts with bringing in leads add your leads in a flash by importing a spreadsheet or collect them automatically via forms or one of our many integrations as leads come in we'll do the heavy lifting to provide meaningful insight to you and your team first our powerful automations can assign sales reps automatically based on region from there the indications column will point out existing accounts or duplicate leads while the lead score factors in job title revenue and company size to help you prioritize the big fish with monday crm the name of the game is saving you time when a lead is marked as qualified we will create a contact add the related account create a new sales opportunity and connect all related items to ensure things stay synced that's right all of that from one click we are just scratching the surface here so be sure to check out the automation center to fine-tune existing recipes or add new ways to save your team time your contacts board will give you a high level overview of all contacts in your pipeline while your accounts board houses all of the details for each organization you work with we've linked each element of these boards automatically meaning you can access anything you need without needing to switch back and forth even better any changes made will be reflected instantaneously on both ready to close some deals me too here is your opportunities board we've set you up with groups to organize each stage and line items for each deal by assigning a sales rep we'll associate the deal to your team member so you can track their performance on your sales team board since we all know the work doesn't end when a deal is closed we've given you the tools to navigate the entire post sales process once a deal is closed we'll create new items on the client onboarding board to efficiently manage a successful rollout as well as the invoices and collections board to ensure you're paid for your services they say the devil's in the details but in our case the details are in the item card by clicking on any item you'll be able to see an overview of all relevant information pertaining to each deal or organization thanks to the emails and activities app you can handle all communication scheduling or logging of notes in one succinct place templated emails in a matter of clicks schedule meetings with our seamless google calendar integration or even add custom activities to track as time goes on it's that easy as activities are logged we'll consolidate them all on this handy activities board with all activities in one place you can generate meaningful reports to see things like the number of calls for each sales rep and much more i know this is a lot to digest but take a deep breath because i've got a few more cool things to show you with the quotes and invoices app you can generate and share branded quotes using existing data from your boards talk about a time saver since data is king we've given you several ways to visualize the information that matters to you check out these high-level dashboards to keep track of all of your kpis dashboards are highly customizable with countless widgets available to help bring your data to life what's that you want to see closed deals represented as llamas say no more finally no matter what your crm needs are we've got a solution manage legal requests onboard new sales reps or sales documents oversee your sales org chart tackle client projects if you find yourself asking what can monday crm do the better question might be what can't it do that's it for now click here for more on monday crm and allthingsmonday.com [Music]