Hey all, I run a tech startup that helps retailers raise more money for charity through artificial intelligence. We’ve been using monday as a CRM because of how great the automations work and are a huge time saver.
The 3 main categories we use are Highest Priority, Queue and Finished Queue. The others are people we don’t actively reach out to for sales purposes. This could be because the data was bad, we won/lost the lead or they referred us to someone else. Each of the groups has a corresponding status label.
We have a lead generation system in place where we send 2000 cold emails per day to retail targets. Anybody who clicks on a link gets their phone, emails Linkedin profiles and relevant info passed to monday via Zapier so new leads are automatically brought to our CRM board. We have a cool setup that also lets us connect on Linkedin with anybody that clicked a link in the sales email, message the people that accept on Linkedin and update all their information in monday with 0 clicks in between. When these warm leads show up in monday you want to have some information filled out. We automatically set the outreach day as today, set the Deal Stage status as “Link Clicked” and which point of sale system they’re using to “unknown.”
Statuses as Triggers
There are two basic status actions you want to take advantage of on status trigger automations: Pushing the date actions and moving groups actions.
This is where I think monday’s automations really shine. Let’s say I change a person’s status to 2nd Linkedin Message Sent. This can trigger both pushing the due date by 1 day and moving the person from the Queue group to the Finished Queue group. Then when the follow up date arrives the next day, the pulse will automatically jump back up into the Queue for the following day so I can call them. Higher priority statuses get sorted to the Higher Priority group so that when we run out of time the most important things got done first.
We’ve also set it up so that it goes and actually sends the follow up message on Linkedin when the status is marked in monday. We use the Slack integration to pass the person’s name to a muted Slack channel when the status is changed. A new message in that channel is the Zapier trigger to go look up their Linkedin URL in a Google Sheet and pass that URL to another Sheet. New URLs in the 2nd Sheet are automatically sent a personalized follow up. It’s possible to have different statuses send different follow ups depending on where they are in your sales process. The result is that we never spend time on data entry or list building and our sales team’s time is freed up from manual tasks like follow ups.
Hope you all enjoy!