Deal management in crm for sport organisations

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hello and welcome to the channel in this tutorial we'll show you how to set up monday.com CRM for moving companies we'll show you the exact process in details including workflow setup integration with chart form automations and more so stay tuned before we jump into the tools let's first understand a potential workflow for moving companies then we'll use a combination of monday.com CRM and jotform to implement this workflow so we can manage this process in monday.com CRM let's take a look at the workflow we want to implement we first need to create a lead capture form this is simply a web form with all the questions that we need to ask a potential client to be able to qualify them to make sure they are a good fit our business next we need to send targeted traffic to this lead capture form so we can generate leads for our business this traffic can come from multiple sources such as paid marketing campaigns like Facebook ads Google ads website or SEO because you can also embed this lead capture form onto your own website you can also get traffic from social media posts or any other sources the goal is to send targeted traffic to delete capture form so they can fill out and complete the form once the lead capture form is submitted we want the information to automatically go into our monday.com CRM the keyword here is automate this will be done using the integration between form building software jotform and monday.com then once the information is in our monday.com CRM we'll use the CRM features to nurture deletes and ultimately and hopefully convert them to the clients we'll set up monday.com CRM to capture all the questions from the lead capture form then we'll create a process to manage our business workflow you should be able to qualify the lead schedule appointment track proposals negotiations follow-ups and more and finally we can ideally close the deal and convert them to a client or if it doesn't work out we'll mark them as lost and move on we don't spend any more time on that specific lead this workflow should hopefully create an efficient process to manage the moving companies now that we sort of know the workflow for our moving companies let's start implementing it using chatform and monday.com CRM we'll be using chatform to create and test our lead capture form chatform is an advanced and flexible form building software which is why we like to use it for all of our form building needs they have a large form template library but we'll be creating our form from scratch let's start creating our form login to your jotform.com account or create one if you don't already have an account once logged in go to all forms this where you'll see all of your forms let's create a new form click on create form then click on start from scratch next click on classic form and if you see the organization setting pop-up click on the X to close it let's review the basic setup of chatform on the top you have the different tabs build settings and publish which we'll get back to let's go back to the build menu on the left you have form elements button there is a plus sign if you click on it you will see all the form elements that they have including some payment methods widgets and so on they have a lot of selections on the right side there is a form designer button if you click on that you'll see the properties of the form element selected by default it's the entire form but if you select the specific element sometimes if you click on it you don't automatically see the element properties and you have to click on the form element properties button to see the properties of the form element let's start creating our form click on form and change the name to request the code for moving or whatever you want to call it next we want to have the minimal Fields possible to increase the conversation rates okay let's start adding our Fields by clicking on the type of fields we need first we click on full name from the elements menu to add full name then we click on phone element to add phone number to our form we also want to add an email address field so we click on email element and name it to email next let's click on address element to add moving from address let's click on address again to add moving to address next click on number element to add how many bedrooms after clicking on single Choice element and add type of property add the five options which are studio apartment house business or office at the end click on date picker element to add a field so they are able to pick the date for moving let's name it date of moving let's also click on captcha element to add recaptcha which is made by Google and it set it to be invisible they have that option too then let's make some of the fields required open the properties of the name field and turn on the required option repeat the same process for phone number and email fields we want these fields to be required for completing the form I think it looks good let's go ahead and publish the form copy the link and open in a new tab to test but for quicker testing go back to the designer click preview form click fill form button at the top this will automatically complete the form with test data to make testing easier then simply hit submit also confirm that the form looks good on different device types including phone tablet and desktop you can do that by clicking on the different device Types on the navigation bar finally let's go back to chart for my forms page to view our newly created form and to see our submissions you can do this by turning off preview forms mode then clicking on jotform Logo to go back to the home page you will see the newly created format submission count on the home page click on the submission link to view current submissions as you see we have few submissions already let's go back to the form editor click on publish make sure you save the form link you'll need it to direct traffic to this form to collect leads also check out other options such as Ambit code if you'd like to embed the form onto your own website instead of using direct link to the form they have other options as well such as iframe WordPress plugin and more let's go back to our submissions and download we'll need that file at a later time now the turret all set with chat form let's go to monday.com and start setting up our CRM then we can connect monday.com with the new form we created in chat form you do have to be monday.com admin to be able to do this next steps monday.com has different versions we'll be using monday.com CRM version the serum version has more CRM specific features that make it easier to manage our leads when you first log in you should have the default CRM template which has leads deals contacts accounts and more we'll be creating the new CRM process for our moving companies let's create a new CRM workflow click on plus sign then see all templates select CRM and click on use template this will create a new set of boards and processes to manage our leads and accounts it will put everything under CRM folder but let's rename this folder to moving companies let's also move the moving leads to the top as we are going to focus on leads for this tutorial by default lead sport only has some of the columns that we need hence we need to add the missing columns to do this let's open the file we downloaded from chatform the column names are in the first line of the file but we need to modify the column names before adding to the lead support to make it easier to manage our data copy the first line into notepad or a simple Text Editor to make it easier for this tab now let's put each column on a new line and shorten it when possible this will take a little bit of time but it's an important step to make it easier to manage our board next we can delete the columns we already have in our leads board such as name phone number and so on also monday.com stores address fields in a single column called location and we can delete those address Fields as well once we have a list of all missing columns let's go ahead and add them to the end of the leads board you can select text column type in most cases and sometimes it's easier to just duplicate an existing column for hyperlink columns click on more columns and search for a link and add hyperlink column type then you can duplicate for other hyperlink columns once the missing columns have been added you can go back and change the column types when necessary let's change submission date to date and some of the other fields as long text column types you can do this by clicking the three dots next to the column name and then select the specific type in change column type menu unfortunately when you change the column type sometimes it duplicates the column ideally you should select the correct column when creating it or simply duplicate an existing column with correct type let's go ahead and change the types for rest of the long text column type and delete any duplicates it creates for this tutorial OK after all the renames we now have all the columns we need with the correct types next let's check the status column the default statistics are okay but let's add a few more click on one of the statuses then click on edit labels let's add reviewed follow-up appointment scheduled and negotiation statuses let's change qualified to one then change unqualified status to Lost unqualified then let's add a couple of more last not interested and lost no answer you can change the colors of the statuses to match your needs we usually like to make any status that's in progress some sort of orange and more Greener when getting close to closing teal and red when unqualified or when delay is lost or no longer interested we can also delete any of the statuses that we don't want to insert them the way we like by dragging or dropping we usually want to sort the status in order yellow orange green and red you can always come back here and make more changes let's add one more status type column to track the progress of our proposals click on the three dots next to the status column then click on ADD column to the right then select status let's rename it to proposal and the default status options are fine for now after we speak with the leads and qualify them they will most likely to ask for proposals this new status column will help us track our proposals writing progress make next let's add some groups to make it easier to organize our leads we let these groups in progress appointments scheduled follow-up negotiation won and lost we'll also set different colors for each group we usually like to select orange or yellow for in progress and more green when we get closer to closing the deal and red when the deal is lost now that our lit board is almost ready let's connect it with chatform this step is called platform integration let's first jotform app from the marketplace click on bottom left user logo and then apps Marketplace search for jotform and select then click on add to your account then scroll down and click on once it finishes let's close and exist now let's connect chatform to our leadboard click on button left user logo then apps Marketplace click on installed apps as we have already installed platform app select chat form and click on use app then click on add to board this will bring up a pop-up where we can select the workspace and Lead support for chatform integration this will bring up all automations that chatform supports let's select the automation when form is submitted create an item this step might ask you to login into your jotform account and authorize the integration next let's set up the integration we need to click on a form link and select the form we created earlier in chatform next let's click on item and go through the mapping of each column we need to map chat form elements with our columns in the lead support please take your time with this step it's important that we map all the fields so the data can flow from our jotform into monday.com once you are done with all the mappings click on done then click on add to board then close you can always go back to this integration by clicking on integrate button at the top of the board which will bring up all the Integrations then you can simply click on the three dots and edit any of the Integrations as needed that's all we need to do to set up the integration between jotform and monday.com board now we can test our integration and see how it works let's go back to our request a quote for moving form in jotform and submit a new entry if our integration works properly we should see the new submission in our monday.com lead support under New Leads group as you see after submitting we got the new lead on our lead board so everything is working as expected now that we got our integration working with chatform let's add some automations on our board monday.com automations help you automate certain tasks on your board to help you save time for example let's say we want to automate the moving of the leads to the specific groups based on status changes for instance when we change the status to reviewed or contacted delete should be placed is in progress or when status changes to appointments scheduled it should be placed in appointment scheduled group and so on this will help us stay organized without manual doing all the work let's go through and set up these automations again the goal of this automation is to move the lead to different groups based on status column changes to start click on automate button at the top then click on add new automation click on when this happens link and select status change click on status link and select our status column click on something link and select reviewed next click on then do this link and select move item to group click on group and select in progress group as you see when your selections are done it almost becomes an English sentence when status changes to reviewed then move item to in progress as you can see monday.com automations are really easy to set up even for non-technical users when you are done making changes click on create automation this will create the Automation and take you back to the automation screen where you will see the newly created automations you can always edit the automation by clicking on Three Dots and select edit now to save time let's duplicate this automation to configure for the other status changes to do this click on the three dots and select applicate automation then simply make the changes and click on create automation repeat this process until you are done with all the status changes and group selections once the automations have been created Let's test it out the idea is if you change the status it will automatically move to the specific group as you can see our automations are working this concludes our tutorial today and hopefully you should now be able to set up monday.com CRM for your own business however every business is different and may require slightly different workflow and setup if you don't have the necessary time or resources to do in your house be sure to contact us we can help with your monday.com CRM setup or even with custom Integrations and automations We Are An approved partner for both monday.com and jatform to learn more or to get a quote for your setup simply scan the QR code and submit your request by the way we also use the same setup of chatform on monday.com for our leads we have simply embedded the jot form onto our own website and collects leads similar way check out at shootbit.com forward slash CRM or simply scan the QR code if you need to sign up for monday.com or chatform you can support the channel by simply scanning the QR codes we will include the links in the description of this video our partner links get the latest promotions offered by jotform on monday.com be sure to check out the links in the description below simply scan the QR codes on your 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