I would welcome the opportunity to see OTHER company’s Monday.com CRM and how they have set it up. I would happily share our set up also with others.
Through months of our internal hard work and working directly with Polished Geek, we have built what we think is an elaborate and detailed CRM for our company. And while all that is nice, I am confident that viewing/sharing with others who have also built the CRM module for their companies, would potentially be very positive to help make proactive adjustments (or at least make us think about better ways to track opportunities, etc.
I know everyone’s company process flow is different, but ultimately most people are tracking prospects and opportunities from initial identification/contact to a sale is either won or lost (and then everything that happens after a sale is made).
Personally I would love to see how others have this set up so we can learn how to possibly make our board better (and vice versa)
If anyone is interested in connecting and confidentially setting up a Teams/Zoom video call I would be happy to share screens and show you our CRM set up if you would be willing to do the same. My email is below.
Thanks!
James Auerbach, Chief Revenue Officer
jauerbach@salemsports.com