We are an Event and Films agency, looking for a Monday.com specialist to talk to, to better understand:
Gannt feature:
• How to use the Gannt feature to pull from subsections’ timelines to highlight a clash in resource
• A way to create a Gannt of multiple projects/boards to track project progression
CRM capability:
Pipeline management
Metrics dashboard for business development
Emailing and contact within prospects records
Message sequencing capability (not sure I want to use this but would be useful to know)
API link with Mailchimp or other mailing system
Ideally, we’d like to have an intro hour to talk through our problems and for the specialist to present back a solution, which we can then progress to implement as well as a general walk through of best practice and the systems capabilities.
You made a post a few days ago and I know a few different partners responded and are interested in connecting with you! There are a lot of great teams within the monday.com community and I wanted to just reshare my original response.
Like @Ricky.Tomer , we noticed and responded to the previous post, and are also able to assist in CRM set up, management and workflow training. We have our own custom dev team so APIs are no problem at all.
Please feel free to contact me directly via peta@upstreamtech.io, or use the booking link below to schedule in a free 1 hour consultation so I can share screens and provide a visual example for our talking points.