Hello Monday Community,
I’m hoping for some guidance on the best approach to setting up a TAM (Total Addressable Market) board for our enterprise prospecting. We already have a list of 2,000 accounts that we are targeting, and the board will be used for prospecting, building our ICP, and understanding market share. Given that we are focusing on enterprise-level accounts, we need to capture a lot of detail pre-pipeline (e.g., multiple stakeholders, all activity, annual reports, etc.).
It seems like there are two potential approaches:
- Set up an Accounts CRM Board, rename it as TAM, and then have a separate Accounts CRM board for existing clients.
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Advantages: Full CRM functionality for detailed tracking (activities, contacts, deal stages), centralised place for both TAM and customers.
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Disadvantages: Risk of overloading the TAM board with too much data, potential performance issues with 2,000+ prospects.
- Set up a regular board for TAM and use the Accounts CRM board for tracking clients.
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Advantages: Simpler structure, more flexible for prospecting. Separates prospecting data from client management.
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Disadvantages: Lack of CRM functionality for detailed pre-pipeline tracking, less seamless integration for managing activities and stakeholders.
What do you think is the best approach to track all the necessary details for our TAM while also managing client data separately? Is there a better way to structure this in Monday that would allow for maximum efficiency and ease of use?
Any advice or experiences would be greatly appreciated!
Thanks in advance!