Knowledge base
Questions
45 questions about sales, marketing and operations with monday.com. For 17 of these questions, the answer is ready.
Sales
Speed up your entire sales process.
- New leads are not assigned to a salesperson quickly enough. Answer on video
- New leads come in by email, LinkedIn and phone, then vanish into thin air. Answer on video
- Our account managers all use their own system. Question
- Our CRM is too complex, nobody fills it in any more. Answer on video
- Quote follow-up is not consistent. Answer on audio
- Sales and projects do not speak the same language, so the handover goes wrong. Question
- Sales still works in an Excel sheet that nobody keeps up to date. Answer on video
- The sales pipeline is not linked to project planning or invoicing. Question
- There is no automatic reminder for follow-ups. Answer on audio
- There is no structure in how we follow up existing customers for expansion. Question
- There is too much time between a quote and a signature. Question
- We cannot see which deals get stuck or where the bottleneck is. Answer on video
- We do not know how many open deals there really are. Answer on audio
- We have no clear overview of which leads are in which stage. Answer on video
- We only know at the end of the month how much we have sold. Answer on video
Marketing
From campaigns to conversions.
- Marketing always stalls as soon as we get busy with clients. Question
- Newsletters are sent ad hoc without planning. Question
- Nobody knows who is responsible for marketing. Question
- Our visual identity is not consistent on social media. Question
- The website is rarely updated because nobody has time. Question
- There is no content calendar, everything happens last minute. Question
- There is no link between marketing and sales. Question
- There is no overview of running campaigns or events. Question
- There is no structure for content approval. Question
- We do marketing “when there is time left over”. Question
- We do not have a clear picture of our target audience. Question
- We do not measure where our leads come from. Question
- We hardly ever reuse case studies or reviews. Answer on audio
- We post on LinkedIn now and then, but without a strategy. Question
- We run campaigns, but we do not know what they deliver. Question
Operations
Bring structure to every process.
- Deadlines are missed because nobody feels responsible. Answer on audio
- Engineers work in too many different tools. Question
- Every department uses its own workflow, nothing connects. Answer on video
- Management gets insight into bottlenecks too late. Answer on video
- New employees get lost in our processes. Answer on audio
- Nobody has a full overview of open projects. Question
- Projects overrun because tasks are not followed up properly. Question
- There is no clear process for escalations or exceptions. Question
- There is no real-time insight into capacity or utilisation. Question
- Tickets, projects and changes get mixed up. Question
- We do not know whether we use our hours efficiently. Question
- We have no central place for customer information outside the ticketing system. Answer on audio
- We have no clear priorities, everything is “urgent”. Question
- We report on SLAs and response times manually. Question
- We work far more reactively than proactively. Answer on video
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