Course Objectives
1. What will you learn in the MONDAY CRM – Work OS for Sales Teams course?
You will learn how to manage the complete sales lifecycle using Monday CRM. The course covers lead management, contact management, sales pipelines, deal tracking, account management, workflow automation, dashboards, sales forecasting, integrations, reporting, customer communication, and CRM best practices to improve sales productivity and customer engagement.
2. How does this course prepare you for real-world CRM and sales operations?
The course provides hands-on experience in creating sales pipelines, managing customer relationships, automating sales processes, tracking deals, generating reports, monitoring team performance, and integrating Monday CRM with business applications used in enterprise sales environments.
3. What practical skills will you develop during the training?
You will gain expertise in Monday CRM workspaces, sales pipelines, lead management, contact management, automations, dashboards, CRM reporting, sales forecasting, workflow customization, integrations, customer communication, and performance analytics.
4. How will real-time projects improve your Monday CRM skills?
You will work on enterprise projects involving B2B sales management, customer onboarding, lead qualification, sales forecasting, CRM automation, customer support coordination, and account management using Monday CRM.
5. What career opportunities can you pursue after learning Monday CRM?
This course prepares you for roles such as CRM Administrator, CRM Consultant, Sales Operations Analyst, Sales Coordinator, Business Analyst, Customer Success Manager, Sales Manager, CRM Specialist, Account Manager, and CRM Implementation Consultant.
Popular Techniques Covered in This Course
Monday CRM Workspace Setup
Lead and Contact Management
Sales Pipeline Management
Workflow Automation
Dashboards and CRM Reporting
Sales Forecasting and Analytics
Customer and Account Management
Email and Communication Tracking
Third-Party Integrations
CRM Performance Monitoring and Optimization
Get Hands-on Knowledge about Real-Time Projects
Project 1
Project 1: Sales Pipeline Management System
Build a complete sales pipeline to track leads, opportunities, deal stages, customer interactions, revenue forecasts, and sales performance dashboards.
Project 2
Project 2: Customer Onboarding Automation
Develop an automated onboarding workflow for new customers with task assignments, approvals, email notifications, and customer progress tracking.
Project 3
Project 3: CRM for B2B Sales Team
Create a CRM solution for managing business clients, sales representatives, account activities, contract renewals, and follow-up reminders.
Project 4
Project 4: Customer Support and Service Management
Design a customer service workflow integrating support requests, issue tracking, SLA monitoring, communication history, and customer satisfaction reporting.
Project 5
Project 5: Executive Sales Analytics Dashboard
Develop executive dashboards displaying KPIs, revenue trends, conversion rates, sales forecasts, team productivity, and customer acquisition metrics.
Key Features
Edubrights offers MONDAY CRM – Work OS for Sales Teams Training in virtual mode with expert trainers. Here are the key features,
40 Hours Course Duration
100% Job Oriented Training
Industry Expert Faculties
Free Demo Class Available
Completed 500+ Batches
Certification Guidance
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.
Professional MONDAY CRM – Work OS for Sales Teams Certification
The Professional MONDAY CRM – Work OS for Sales Teams Certification validates your expertise in implementing, managing, and optimizing customer relationship management processes using Monday CRM.
Course FAQs
1. What is Monday CRM?
Answer: Monday CRM is a cloud-based customer relationship management platform that helps sales teams manage leads, contacts, sales pipelines, customer interactions, and business workflows.
2. Who uses Monday CRM?
Answer: Sales teams, customer success teams, business development professionals, account managers, CRM administrators, marketing teams, and business organizations use Monday CRM.
3. Can Monday CRM automate sales processes?
Answer: Yes. Monday CRM provides workflow automation for lead assignment, follow-ups, reminders, approvals, notifications, and sales pipeline management.
4. Does Monday CRM support sales forecasting?
Answer: Yes. Monday CRM includes dashboards, analytics, reports, and forecasting tools to monitor revenue, conversion rates, pipeline performance, and sales targets.
5. Can Monday CRM integrate with other applications?
Answer: Yes. Monday CRM integrates with Microsoft Teams, Outlook, Gmail, Slack, Zoom, HubSpot, Salesforce, Google Workspace, Zapier, and many other business tools.
6. Which industries use Monday CRM?
Answer: IT, SaaS, healthcare, finance, manufacturing, education, retail, logistics, consulting, real estate, and professional service organizations use Monday CRM.
7. Does the course include practical CRM projects?
Answer: Yes. The course includes projects involving sales automation, CRM implementation, customer onboarding, pipeline management, and executive reporting.
8. Is this course beginner-friendly?
Answer: Yes. The course begins with Monday CRM fundamentals before progressing to advanced CRM automation and sales management concepts.
9. Can Monday CRM improve team collaboration?
Answer: Yes. Monday CRM enables teams to collaborate through shared workspaces, task assignments, activity tracking, notifications, and centralized customer information.
10. Why should professionals learn Monday CRM?
Answer: Monday CRM helps organizations streamline sales operations, automate repetitive tasks, improve customer relationships, and increase revenue through efficient CRM management.
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