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    from $499.95

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    mondayandmorecrm @ outlook.com
    Who choose us?

    Master CRM Platforms with Expert Guidance

    In today’s competitive business environment, mastering Customer Relationship Management (CRM) systems is essential for driving growth, efficiency, and customer satisfaction. Whether you’re new to CRM platforms or an experienced professional looking to refine your skills, we offer tailored consultation services to help you navigate the complexities of modern CRM systems with confidence.

    Our goal is to empower businesses by providing hands-on, practical training that accelerates your ability to work with CRM tools effectively. From understanding the basics of CRM integration to mastering advanced features, we equip you with the knowledge and skills necessary to streamline your customer management processes and optimize your sales, marketing, and support efforts.

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    What We Learn with us

    CRM Learning Classes and Courses

    Introduction to CRM Platforms

    This course provides an overview of the most popular CRM systems and their core features. Ideal for beginners, it covers the basics of CRM functionality and the business benefits of effective customer management.

    CRM Setup and Configuration

    Learn how to properly configure and set up your CRM platform to fit your business needs. This course focuses on account creation, data organization, and initial system setup.

    Integrating CRM with Third-Party Tools

    This course focuses on how to integrate your CRM with other essential business tools like email marketing platforms, accounting software, and social media. Learn how to enhance your CRM’s functionality through seamless integrations.

    Customizing CRM for Your Workflow

    This course teaches how to customize CRM settings, dashboards, and workflows to align with specific business processes. It covers creating custom fields, automations, and reporting tools.

    Automating Sales Pipelines

    Focus on the automation tools within CRM systems that streamline your sales process. This course explores lead tracking, automated follow-ups, and pipeline optimization techniques.

    CRM Reporting and Analytics

    This course dives into CRM reporting tools that provide valuable business insights. You will learn how to generate reports, track key performance metrics, and use analytics for decision-making.

    Why CRM and Project management platforms matter for Your Business

    A well-implemented CRM system is the backbone of any successful business, enhancing your ability to manage customer interactions, improve sales pipelines, and deliver personalized customer experiences. However, without the right knowledge, these powerful tools can become overwhelming and underutilized.
    Our consultation services ensure that your business doesn’t miss out on the full potential of your CRM platform. We help you understand how to configure and customize your CRM to meet your specific business needs, giving you a competitive edge by optimizing your workflows, automating key processes, and enhancing customer engagement.

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    Business Success with Monday CRM Platform

    Monday CRM is one of the most versatile and powerful CRM platforms available today, designed to help businesses streamline workflows, manage projects, and improve customer relationships. With its customizable features and intuitive interface, Monday.com allows teams to collaborate seamlessly, track leads, automate sales pipelines, and gain valuable insights into performance metrics. However, to unlock its full potential, it's essential to understand how to configure and apply its features to your specific business needs.
    Our consultation services are tailored to help you navigate and master Monday.com quickly and efficiently. Whether you're a beginner looking to get familiar with the platform or a seasoned professional seeking advanced optimization, our lessons will ensure you’re fully equipped to leverage Monday.com to enhance your business operations.

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    Focused on Modern and Popular CRM Platforms

    At Monday and More CRM we don’t just focus on one CRM—we ensure that our clients are up to speed with the latest and most popular platforms in the market. Our lessons cover everything from the fundamentals to the advanced settings of CRMs like Monday.com, HubSpot, and Salesforce. We emphasize the importance of choosing the right CRM for your business, customizing it to fit your processes, and automating tasks to save time and improve efficiency.
    Our experts stay updated on the latest CRM developments, so you can be sure that you're learning industry best practices and gaining valuable insights into how to make the most of these powerful tools. With our guidance, you'll be able to boost productivity, improve customer engagement, and drive business growth using the most cutting-edge CRM systems available.

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    Learn CRM Best Practices

    How to Work with CRM: Best Practices for Maximizing Efficiency

    Customer Relationship Management (CRM) systems have become an essential tool for businesses looking to streamline their operations and improve customer satisfaction. By effectively utilizing CRM software, companies can better manage their interactions with customers, track sales leads, and analyze data to make informed business decisions. In this article, we will explore some best practices for working with CRM systems to maximize efficiency and get the most out of this powerful tool. One of the key aspects of working with CRM is ensuring that the system is properly set up and configured to meet the specific needs of your business. This includes customizing fields, creating workflows, and integrating the CRM with other software applications. By taking the time to set up the CRM system correctly, you can ensure that it will be a valuable asset to your business and help you achieve your goals.

    Most Popular CRM Courses

    for Beginners and Pro

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    User-Friendly Interface for Beginners


    Monday CRM offers an intuitive and visually appealing interface, making it easy for newcomers to get started quickly. Its drag-and-drop features and customizable boards simplify learning for users with no prior CRM experience. This course teaches beginners to manage their contacts and basic workflows without feeling overwhelmed.

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    All-in-One Platform for Growing Businesses

    For those with intermediate skills, Monday CRM serves as a versatile tool that integrates project management, sales pipelines, and customer relationship management into one cohesive system. This flexibility allows users to streamline various business processes, reducing the need for multiple software solutions. Our course helps you build on foundational knowledge and leverage this CRM to drive business efficiency.

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    Custom Automations for Advanced Users

    For professionals seeking to take their CRM capabilities further, Monday CRM allows for advanced custom automations to minimize manual work. With its no-code automation builder, users can automate repetitive tasks, set reminders, and manage complex workflows. This course dives into how advanced users can create personalized automations, making their systems work smarter and more efficiently.

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    Scalability for Expanding Businesses

    These masterclasses cover a range of topics, from understanding the basics of CRM to implementing advanced strategies for maximizing customer engagement and satisfaction.

    One of the key lessons that businesses can learn from CRM work masterclasses is the importance of data management. Effective CRM relies on accurate and up-to-date customer data, which can be used to personalize marketing campaigns, improve customer service, and drive sales.
    Another important lesson that businesses can learn from CRM work masterclasses is the value of automation. CRM systems offer a range of automation tools that can streamline processes, save time, and improve efficiency.

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