I hope you got value from this video, let me know down below! ✅ Claim your FREE Monday CRM trial (14-day free trial) ➜ try.monday.com/j2a2xhfnqch6-crm *(I'm an affiliate with Monday, meaning we will get a commission if you buy through them at no extra cost to you. This helps support our channel so I thank you in advance!)
I sell long-term care insurance, so that is a lead to a product sale. However I also do Long-term care Medicaid planning and applications. That process is a lead to a project and that can last 6 months. We are a team of two but have other partners that we need to keep in the loop along the way. We need to handle our leads more efficiently and stay on top of our projects. We do need docs signed along the way as well. I can give you more detail if needed. @@StewartGauld
Monday is LIGHT YEARS ahead of Zoho. Think of Zoho more like a static place for information like Microsoft Dynamics (aka, old). Also the Zoho team is in Asia I believe and I have had some language barrier issues in the past trying to figure things out.
Thanks for the video. 👍🏽 do you think is worth the upgrade from the basic CRM that Monday offers as a template on the workOS platform? I’ve been using the basic one and I can’t seem to find any big difference that is worth the upgrade. Thoughts?
Is there a service or offer for someone to assist setting up exactly what I need for my business? I am currently in need of transitioning to another CRM for my business. The one we are using is not working out so great. We are a small college, with the goal of taking leads in hopes of nurturing them into students (enrollment). Any advice would be so helpful. Thank you
I have a list of companies and their executives and would like to find their emails. To help with this task, I would like to use an app. Can you suggest apps I could use?
Wish you could make a video that describes how to associate emails with deals. Literally nothing out there that talks about it: Reviewing all emails related to deals (which are essentially all emails related to contacts in a deal) The ability to report when a deal has had no email contact for 3 weeks That would be so useful,
Very well explained and helpful, thank you!👍
@@iliyanpanev5226 thanks
I hope you got value from this video, let me know down below!
✅ Claim your FREE Monday CRM trial (14-day free trial) ➜
try.monday.com/j2a2xhfnqch6-crm
*(I'm an affiliate with Monday, meaning we will get a commission if you buy through them at no extra cost to you. This helps support our channel so I thank you in advance!)
Great video 😊thanks
You’re welcome 😊
I’m stuck between choosing Zoho or Monday. Can you give me any additional insight on which might be better for me?
If you can give me a background on your business I will be able to help.
I sell long-term care insurance, so that is a lead to a product sale. However I also do Long-term care Medicaid planning and applications. That process is a lead to a project and that can last 6 months. We are a team of two but have other partners that we need to keep in the loop along the way. We need to handle our leads more efficiently and stay on top of our projects. We do need docs signed along the way as well. I can give you more detail if needed.
@@StewartGauld
Monday is LIGHT YEARS ahead of Zoho. Think of Zoho more like a static place for information like Microsoft Dynamics (aka, old). Also the Zoho team is in Asia I believe and I have had some language barrier issues in the past trying to figure things out.
I am also trying to decide between the two. This is for a medical clinic.
Thanks for the video. 👍🏽 do you think is worth the upgrade from the basic CRM that Monday offers as a template on the workOS platform? I’ve been using the basic one and I can’t seem to find any big difference that is worth the upgrade. Thoughts?
Your welcome! Honestly it depends on what you need. If you are finding the basic CRM sufficient enough for your business then stay as you are.
Great video intro to the product, thank you.
Your welcome 🤗
Is there a service or offer for someone to assist setting up exactly what I need for my business? I am currently in need of transitioning to another CRM for my business. The one we are using is not working out so great. We are a small college, with the goal of taking leads in hopes of nurturing them into students (enrollment). Any advice would be so helpful. Thank you
Hey!
What CRM are you using at the moment? There are specific CRMs that a great for schools.
in contacts, how to add a box to insert general comments ("short bio") for each person? I couldn't find it...
You can add a new column. Single text or text column. Then just name it as short bio.
Which app i can use to find out the emails of business owners whom i have in my list
I'm not quite sure what you mean?
I have a list of companies and their executives and would like to find their emails. To help with this task, I would like to use an app. Can you suggest apps I could use?
how do I download my leads from Excel to Monday CRM
thank you. Now managed it.
how to issue goods in this CRM?
In what capacity?
@@StewartGauld Is it possible to configure the system so that it is possible to add a product to the transaction, and not just the price?
Wish you could make a video that describes how to associate emails with deals. Literally nothing out there that talks about it:
Reviewing all emails related to deals (which are essentially all emails related to contacts in a deal)
The ability to report when a deal has had no email contact for 3 weeks
That would be so useful,
Hey!
Good question! Okay, I'll make sure to add that into the updated version of this.
Thanks,
How to count all comment last one month on Facebook business page?
Have you linked your FB?
this is literally AGILE CRM
It can be!
@@StewartGauld i mean to say its no better than Agile CRM, also Agile CRM is free.
Israeli software.
Yes correct.