Monday CRM – Work OS for Sales Teams Course in bangalore

825 Ratings

MONDAY CRM – Work OS for Sales Teams Course in Bangalore

Master customer relationship management, sales pipeline automation, lead management, workflow optimization, and team collaboration with Edubrights’ MONDAY CRM – Work OS for Sales Teams training in Bangalore. This course is designed for students, freshers, sales executives, CRM administrators, business analysts, sales managers, customer success professionals, and working professionals who want to streamline sales operations and improve customer engagement using Monday CRM.

Gain hands-on experience with lead management, contact management, sales pipelines, automation, dashboards, reporting, customer communication, integrations, and real-world CRM implementation projects through practical industry use cases.

Key Highlights:

✅ Real-Time CRM Projects & Enterprise Sales Management Use Cases

✅ Live Instructor-Led Training by Experienced Monday CRM Experts

✅ Hands-On Practice with Monday CRM Work OS

✅ Monday CRM Fundamentals & Customer Relationship Management Concepts

✅ Lead Capture, Contact Management & Customer Database Organization

✅ Sales Pipeline Management, Deal Tracking & Opportunity Management

✅ Workflow Automation, Notifications & Approval Processes

✅ Task Management, Team Collaboration & Activity Tracking

✅ Dashboards, Reports, KPIs & Sales Performance Analytics

✅ Customer Communication, Follow-Ups & Relationship Management

✅ Security, User Permissions, Workspace Administration & CRM Best Practices

✅ Integration with Microsoft 365, Google Workspace, Gmail, Outlook, Slack, Microsoft Teams, Zoom, HubSpot, Salesforce, Zapier & Power BI

✅ Resume Building, Portfolio Development & Mock Interview Preparation

✅ Career Guidance, Placement Assistance & CRM Training Support

✅ Flexible Online, Classroom & Weekend Training Options

✅ Corporate Training for Sales, Marketing, Customer Success & Enterprise Business Teams

Build practical Monday CRM expertise, automate sales workflows, improve customer relationship management, increase team productivity, and become industry-ready for careers in CRM Administration, Sales Operations, Business Analysis, Customer Success, Sales Management, and Enterprise CRM Solutions.

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₹35000

₹50000

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Course Objectives

Popular Techniques Covered in This Course

Get Hands-on Knowledge about Real-Time Projects

Curriculum

Module 1: Introduction to Monday CRM

Monday.com overview: Work OS platform and its CRM capabilities
Monday CRM vs Monday.com: dedicated CRM product explained
CRM objects: Leads, Contacts, Deals, and Accounts as boards
Navigating Monday CRM: boards, dashboards, and workspace

Module 2: Lead and Contact Management

Lead board setup: columns, statuses, and lead stages
Contact management: building a structured contact database
Importing leads: CSV import and web form lead capture
Email sync: two-way email tracking from Monday CRM

Module 3: Deal Pipeline Management

Deal board: stages, expected close dates, and deal values
Multiple pipelines: managing different products or regions
Drag-and-drop stage progression for visual pipeline management
Stuck deals: rotting notifications and pipeline health alerts

Module 4: Monday CRM Automations

Recipe-based automation: trigger, condition, and action builder
CRM-specific automations: follow-up tasks on deal stage change
Notification automations: alerting reps on deal inactivity
Integration automations: connecting CRM data to external apps

Module 5: Communication and Activity Tracking

Activity log: tracking emails, calls, and meetings on records
Email composer: sending tracked emails from contact records
Meeting scheduler: booking meetings from Monday CRM
@mentions and updates: team collaboration on CRM records

Module 6: Monday CRM Integrations

Gmail and Outlook: email sync and contact import
Slack: deal notifications and updates in team channels
Zapier and Make: connecting Monday CRM to hundreds of apps
Monday CRM API: programmatic access to CRM boards

Module 7: Dashboards and Reporting

Dashboard widgets: numbers, charts, tables, and timelines
Sales funnel widget: visual conversion rate reporting
Revenue forecast widget: pipeline value by stage and period
Team performance dashboards: activity and deal metrics

Module 8: Capstone Project and Assessment

Monday CRM workspace setup: leads, contacts, deals, and accounts
Automation recipes for pipeline management and follow-up
Sales performance dashboard build with funnel and forecast widgets
Final assessment and course certification

Receive Training From Our Skilled and Effective Trainers

Experience in the Industry Gain expertise from Monday.com partners and sales operations professionals who have implemented Monday CRM for sales teams at startups, agencies, and growing companies seeking a visual and flexible CRM built on the Monday Work OS.

Backgrounds at the Top Our Monday CRM trainers have worked at Monday.com partner organisations and revenue operations teams choosing Monday CRM for its ease of use, flexibility, and deep integration with the broader Monday.com Work OS ecosystem.

Clear & Effective Teaching Monday CRM boards, lead and deal management, pipeline automation, email sync, integrations, dashboard widgets, and sales reporting are explained with practical visual CRM and sales operations examples.

Hands-On Learning Focus Students build Monday CRM boards, configure automation recipes, sync email, integrate with Slack and external apps, and create sales performance dashboards through structured hands-on lab exercises.

Up-to-Date Knowledge Trainers keep content current with the latest Monday CRM releases, Monday AI features, Work OS platform updates, and evolving visual project and sales management best practices.