Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 7 hours
Course Outline
Introduction to Monday.com
- Overview of Monday.com
- Essential features and modules (WorkManagement, CRM, and WorkForms)
- Adapting Monday for diverse operational areas (sales, marketing, HR, project management, etc.)
- Navigating Monday’s interface: boards, items, and columns
Automating Databases and Workflows
- Moving from manual to automated databases
- Constructing boards to track data across different departments
- Tailoring columns to specific business requirements (sales, project tracking, HR)
- Streamlining data entry and updates
- Leveraging automation for repetitive tasks (e.g., email follow-ups, task assignment)
- Practical exercise: configuring a board for department-specific tracking (e.g., project management, sales pipeline)
Integrating WhatsApp via External API
- Overview of external APIs for WhatsApp
- Understanding WhatsApp API integration capabilities for diverse business functions
- Linking WhatsApp with Monday
- Maintaining real-time communication with customers, team members, or leads
- Automating responses and follow-ups using triggers
- Practical exercise: establishing a WhatsApp API workflow for customer or internal team communication
Managing Customer or Project Statuses
- Defining custom statuses for various areas (e.g., sales, HR, marketing, projects)
- Developing custom status columns for workflows (e.g., lead status, project progress, task completion)
- Automating status updates
- Configuring alerts and notifications triggered by status changes
- Practical exercise: implementing a status update flow to manage customer relationships or project progress
Leveraging the Complete Monday Suite
- WorkManagement for cross-departmental teams
- Assigning tasks and timelines, monitoring progress across departments
- Creating automations for deadline reminders and task updates
- CRM: Managing leads and relationships
- Organizing lead/customer information and interaction history for any business sector
- Setting up automations for customer nurturing, sales tracking, or service updates
- WorkForms: Streamlining data collection
- Building custom forms to gather internal or customer data
- Connecting forms with workflows to update databases automatically
- Practical exercise: utilizing WorkForms to create a data collection form and link it to a department-specific workflow
Best Practices for Multi-Area Automation
- Optimizing Monday.com workflows for various business functions
- Applicable to sales, marketing, HR, project management, and more
- Tips for effective automation and integration
- Addressing common challenges and troubleshooting
- Q&A session
Summary and Next Steps
Requirements
- Experience with web-based applications
- Fundamental computer literacy
Target Audience
- Managers
- Team leads
- CRM administrators
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1450 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (1)
Practical course applied to the needs of our company
Rodrigo Castro - Grupo Colon 2000
Course - Monday.com
Machine Translated
