Knowledge base
Sales answers on video
Sales answers on video about monday.com. Speed up your entire sales process.
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Why does tribal knowledge hold back your company's growth?
Tribal knowledge holds back growth because all the knowledge sits in the heads of a few people: if they drop out, half the company grinds to a halt. Companies that grow from 20 to 100 employees capture that knowledge in systems instead of just hiring more people. -
Why does company-wide AI adoption deliver more?
Company-wide AI adoption delivers more because the gains arise between teams, departments and locations, not with individual users. Most companies buy a tool and run a training session, after which everyone uses AI on their own little island. As a result, a gain of 20 to 30 per cent is left on the table. -
Why does a CRM implementation fail so often?
A CRM implementation rarely fails because of the software. It fails because companies start with features and dashboards instead of processes and adoption. Technology does not fix an unclear sales process; it only makes it visible faster. -
We can't see which deals are stalling or where the bottleneck is.
You can't see which deals are stalling, forecasts slip and opportunities go cold. Stalled deals often come down to fragmented information, no real-time visibility and no warnings, so follow-up is too late or unclear. -
New leads aren't assigned to a salesperson quickly enough.
Leads sit too long in inboxes or separate systems. As a result, follow-up slows down, actions are duplicated and revenue may be lost through unclear ownership and manual rather than automatic lead assignment. -
We only know how much we've sold at the end of the month.
You only find out how much was sold at the end of the month. Without real-time sales reporting you can't adjust course daily: discounts and stock react too late, targets are unclear and managers have to guess whether quotas are achievable. -
Our CRM is too complex, and nobody fills it in any more.
Salespeople lose time on unnecessary fields and workflows. Leads disappear into unclear lists and opportunities are followed up too late. The result: poor adoption, unreliable forecasts and missed deals. -
New leads come in via email, LinkedIn and phone, but then vanish into thin air.
Sound familiar? Leads come in via email, LinkedIn and phone, but stay scattered. No central overview, follow-up gets lost and calls aren't always returned. The result: opportunities slip away without you noticing. -
We have no clear overview of which leads are at which stage.
You lack a quick overview: leads are scattered across spreadsheets, emails and loose notes. As a result, opportunities are lost, follow-up stalls and sales forecasts are off. Time for one clear system with visibility of every lead stage. -
Sales still works in an Excel sheet that nobody keeps up to date.
Leads disappear into rows, status is unclear and forecasts don't add up. Deals stall because responsibility and follow-ups get lost. That slows down closing and frustrates sales and management.
Not yet answered
Our account managers all use their own system.
View the questionSales and projects do not speak the same language, so the handover goes wrong.
View the questionThe sales pipeline is not linked to project planning or invoicing.
View the questionThere is no structure in how we follow up existing customers for expansion.
View the questionThere is too much time between a quote and a signature.
View the questionCurious about monday CRM?
