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Entrepreneurship

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

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/NN6h7bTRMzwHow 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 Intro01:14 Getting started02:32 Workspace03:16 Enable Monday.com CRM04:00 Pricing06:18 Layout & structure10:16 Add team10:36 Left side bar11:15 What is a CRM?13:29 Create forms15:23 Manage contacts19:07 Manage accounts21:00 Manage leads21:20 Manage deals – sales process23:31 Automations26:34 Sales dashboard28:46 Integrations29:48 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-gauldLet 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

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Entrepreneurship

How To Use Pipedrive | CRM Software For Driving Growth – HubSpot Alternative (Pipedrive Tutorial) [Video]

In this Pipedrive tutorial for beginners, I’m going to walk you through step by step how to navigate and understand all the impressive Pipedrive management features designed to drive business growth.Pipedrive is a sales-focused CRM software designed by sales teams for sales teams.In our opinion, Pipedrive is a great alternative CRM software to HubSpot (our favourite free CRM). This is if you are primarily looking for a sales focused platform. Today we navigate through the below chapters for this Pipedrive tutorial:0:00 Intro01:39 Pricing02:23 Pipedrive account02:47 Account settings – configure03:32 Manage leads05:56 Sales pipeline10:58 Mail11:13 Manage activities11:36 Contacts12:05 Insights & reporting12:34 Products12:54 Marketplace13:10 Other features14:04 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-gauldLet me know if you found this Pipedrive tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#pipedrive #crmsoftware

Categories
Entrepreneurship

ActiveCampaign Customer Relationship Management (CRM) Software | AnyTechTrial.Com [Video]

Active Campaign CRM is a CRM (Customer Relationship Management) that active your entire customer experience by giving you the power needs, flexible, and easy-to-use tools that you need to create an amazing customer experience. This experience is available for all sizes of businesses from small to large and is also integrated with 300+ tools including Shopify, Square, Salesforce, Facebook, Eventbrite, and WordPress.Active Campaign is a cloud-based CRM is a one-stop marketing solution that provides pre-built automation including email marketing, marketing automation, and CRM tools for personalization across social, email, messaging, chat, and text. With this solution, we can remove the silos between data sources, communication channels, and teams that help to grow your organization and create a personalized customer relationship.Available for free trial @https://www.anytechtrial.com/categories/crm-software/most-popular-top-best-crm-software/activecampaign-crm-software-free-trialFind other most popular CRM software @https://www.anytechtrial.com/categories/crm-software/crm-software-top-10-most-popular-best-customer-relationship-management-toolsAnd off-course like 10000+ more software you can access free trials here at www.anytechtrial.comWebsite @ https://www.anytechtrial.com/