Categories
Entrepreneurship

Monday.com CRM Tutorial for Beginners | Feature-Packed & User-Friendly CRM Software (2022) [Video]

Monday.com CRM Tutorial for Beginners | Feature-Packed & User-Friendly CRM Software (2022)

Today, I dive into an updated Monday.com CRM tutorial for beginners looking to get started with a feature-packed and easy-to-use CRM software.

For those that don’t know Monday is known for its impressive project management software. However, in conjunction with using Monday to manage projects, you can also leverage their full feature and customizable CRM software.

Get started with Monday.com CRM for free here:
https://mondaycom.grsm.io/j2a2xhfnqch6-crm

*IMPORTANT NOTE: The link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!

► Here are the core reasons why Monday.com stands out for us:

– Visually pleasing user interface.
– Easy to use automations.
– The abundance of integrations with your favourite tools.
– Free plan to get you started.
– Dynamic and customisable ‘boards’.
– Extensive features for streamlining your customer’s journey.
– Overall easy to learn how to use.
– Dynamic and customisable CRM templates.

► These are the videos I mentioned in this Monday.com CRM software tutorial for beginners:

How to use Monday.com to manage projects:
https://youtu.be/NN6h7bTRMzw

How to use Monday.com automations:
https://youtu.be/_uaiHQNVh-U

► Today we navigate through the below chapters for this Monday.com CRM tutorial:

0:00 Intro
01:14 Getting started
02:32 Workspace
03:16 Enable Monday.com CRM
04:00 Pricing
06:18 Layout & structure
10:16 Add team
10:36 Left side bar
11:15 What is a CRM?
13:29 Create forms
15:23 Manage contacts
19:07 Manage accounts
21:00 Manage leads
21:20 Manage deals – sales process
23:31 Automations
26:34 Sales dashboard28:46 Integrations
29:48 Outro

► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld

Let me know if you found this Monday.com CRM software tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#monday #crm

Watch/Read More
Categories
Entrepreneurship

2024 Marketing Magic: DIY Campaign + Free Template! [Video]

Download HubSpot's Official Free Marketing Campaign Template [FREE RESOURCE]: https://clickhubspot.com/cxnWatch the full video which covers the essential groundwork for crafting a successful marketing campaign in 2024, offering a comprehensive strategy supported by HubSpot’s free Marketing Campaign Template for seamless execution.🛠 Resources:• The Ultimate Guide to Marketing Campaigns: https://clickhubspot.com/l55📔 Grow Your Career and Business with HubSpot Academy: https://link.gallery/hubspot.Hundreds of FREE Marketing Tools at your fingertips. Subscribe to take your business to the next level! Welcome to the official HubSpot Marketing YouTube channel. Your new home for expert marketing tips and templates to upgrade your digital marketing strategy and grow your business! HubSpot is a leading growth marketing platform that empowers thousands of companies with the tools they need to grow better. Here you’ll find fresh content on social media marketing (TikTok, Facebook, Instagram, YouTube, + LinkedIn), email marketing, SEO solutions, paid ads, business trends, and much more. All done in our one-of-a-kind HubSpot style. Be sure to check out our weekly content to start learning for FREE now!⚠ Disclaimer:The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.#HubSpot

Categories
Entrepreneurship

Bet on these marketing channels for 2024 says these tech Experts [Video]

In this video, 2 tech experts, Jason Lemkin of SaaStr and Wade Foster of Zapier, talk about what marketing channels they are betting on for 2024.This is an excerpt from the "Angles and Insight" Podcast!Listen on all major podcast networks! Links to those can be found here:https://anglesandinsight.transistor.fm/In this video Jason and Wade discuss:- Your email list is more than just a list – it's an asset that can work for generations.- Despite the changing landscape, SEO remains highly effective and efficient.- SEO requires ongoing effort and creativity but offers significant returns on investment.- Content marketing is not dead; it's just more competitive, requiring a higher level of creativity and dedication.- Standing out in today's saturated market requires focusing on what you do best.- Identify your strengths and dedicate the majority of your resources to mastering them.Subscribe for more tips, information, and marketing best practices!Not a customer? Try it free at: ActiveCampaign.com/freeConnect with ActiveCampaign on social!LinkedIn: https://www.linkedin.com/company/activecampaign-inc-Instagram: https://www.instagram.com/activecampaignFacebook: https://www.facebook.com/activecampaign/Twitter: https://twitter.com/ActiveCampaign#marketing #tech #podcast #CustomerExperienceAutomation #EmailMarketing #MarketingAutomation #CRM #SalesCRM #EmailDeliverability #SalesSoftware #MarketingSoftware #Email #SalesAutomation #Newsletter #customerexperience 00:00 Introduction00:41 The Enduring Power of SEO01:15 SEO in 2024: What's Working?02:02 The Misconceptions About SEO and Content Marketing03:10 Standing Out in a Saturated Market04:02 Focusing on Your Strengths05:15 Conclusion

Categories
Entrepreneurship

How To Start An Online Six Figure Business in 2022 (Go From $0 To $100,000 In One Year) [Video]

Learn step by step how to start an online six figure business in 2022 and go from $0 to $100,000 in one year. This is the same strategy i used and how I went from $0 and to six figures in one year starting my online coaching business. Subscribehttp://www.youtube.com/shaunsurgener?sub_confirmation=1LINKS: 🏦 EARN 8.05% APY WITH GEMINI EARN: https://www.gemini.com/share/enq4zdlce📈 Earn Free Stocks With RobinHood 🤝 https://join.robinhood.com/shauns824💰 Earn Up To 12% APY on Voyager Crypto Staking https://voyager.onelink.me/WNly/referral?af_sub5=248C02USEFUL COACHING GUIDES (FREE) ✓👉 Create Life On YOUR TERMS and Maximize Fulfillment in 90 days https://www.shaunsurgener.com/ultimate-guide-to-a-life-unleashedTOP VIDS YOU WILL ENJOY 🔥👉 6 BEST Dividend ETFs For Passive Income 2022 (That'll Make You Rich) https://youtu.be/9DpEYRbjw88👉 5 Best Travel Credit Cards 2022 https://youtu.be/c-M2CXDVWCY👉 Top 6 Monthly Dividend ETFs To Earn Income 2022 https://youtu.be/t5o1paNg7fQ👉 Top 6 Vanguard ETFs To Buy In 2022 https://youtu.be/S1lOtM3pBI4👉 5 Monthly Dividend Stocks That Will Pay Your Bills (High Yield) https://youtu.be/KtMP7RwdJCY👉 5 Easy and Free Ways To Make Money Fast Online https://youtu.be/P5uJoB1uwRg👉 High Yield Savings Accounts You Must Have https://youtu.be/pRIEDi0T7b8👉 How I Saved $100k In 4 Years With No Job https://youtu.be/wVbTD9BujnQ👉 Once You Save Your First $1k- Do This https://youtu.be/TNigVNNk0NI👉 How To Turn $10k Into $1million https://youtu.be/ufBovBRndjw👉 $60million Bel Air Mansion Tour https://youtu.be/G3a-gvOXIPQWORK WITH SHAUN🔥 Life & Finance Coaching https://www.shaunsurgener.com/ultimatelifeunleashed💪 Fitness Coaching https://www.shaunsurgener.com/fitness📅 Schedule Free 30min Consultation https://calendly.com/shaunsurgenercoachingSOCIAL▸ Website: https://www.shaunsurgener.com▸ TikTok: https://vm.tiktok.com/TTPdjkErsd/▸ Instagram: https://www.instagram.com/shaunsurgener/▸ Facebook: https://www.facebook.com/shaun.surgener/▸ FB Coaching Page: https://www.facebook.com/groups/669121597222531▸ LinkedIn: https://www.linkedin.com/in/shaunsurgener/QUESTIONS?👉 DM Shaun on IG @shaunsurgener 👉 Comment on the videoTIMESTAMP:00:00 Intro00:24 Find A Problem To Solve3:47 Identify Customer Avatar4:41 Create Your Offer5:19 Find Your Audience5:58 Engage and NurtureStarting an online business can be challenging but in this video I want to walk you through step by step how to start an online six figure business in 2022 and go from $0 to six figures in just one year. This is the strategy that I used to get my first six figures as a fitness coach and eventually also becoming a life coachThis process works no matter what type of online business or even retail business you have. It even works for e-commerce business, brick and mortar, and more. This process will help you create an online business in 2022 so that you can make money online fast and make money with no investmentHere's how to start a business online and make your first six figures as an online business or business in generalSTEP 1. FIND A PROBLEM TO SOLVEEvery business has one purpose. To solve a problem. If you are going to have an online business, service based business online, you need to understand what problem you are here to solve. SKILLSWrite down what you are skilled at or willing to learn. I also talk about side hustles and side hustle ideas on my channel all the time. PASSIONWhat are you passionate about. What brings you energy. Write down everything that you are passionate about.ECONOMYWhat will people pay you for?Then you want to determine how these all combine. For me I was into fitness and nutrition and decided to be an online fitness coach and eventually a life coach.STEP 2. IDENTIFY CUSTOMER AVATAR.The key to a successful online business is knowing your audience. Breakdown everything you know about your potential customer. From age, gender, location, desires, fears, wants, dislikes, etc.STEP 3. CREATE YOUR OFFERCreating a successful online business means you need a great offer. Customers should know exactly what they are getting purchasing from youSTEP 4. FIND YOUR AUDIENCEIf you are going to build an online business or online service based business and make money online fast and go from $0 to $100,000 fast you must know where your customers are. Youtube, instagram, forums, blogs, twitter, tiktok, pinterest, etc.STEP 5. ENGAGE AND NURTUREStarting an online business is about creating community and groups. You want to provide valuable content and info to help people with the problem that you solve for free. Over time they will begin to buy from you so you can make money.This is how to earn money online, free ways to make money, and how to start an online business in 2022.❎ These videos are simply for entertainment purposes only and should not be considered financial advice. You (and only you) are responsible for any investment losses or gains.