Improve sales pipeline
Having full visibility of your sales pipeline and forecasting accuracy means no opportunities slip through the cracks. With monday sales CRM, improve sales pipeline visibility and improved forecasting ability.
Best for
Overview
Keep track of sales projections and see where opportunities stand with a visual pipeline. Set deal value and close probability, leverage reports to track forecast vs. actual sales, and drill down forecast by any criteria to optimize your pipeline. With this use case, see how you can:
1
See all opportunities with a transparent view of your pipeline so you never miss a deal.
2
Customize your pipeline to suit the needs of your team and business, without any IT help.
3
Easily manage and adjust predicted sales projections based on past business data, from one place.
4
Gain data-based insights of team performance, pipeline, revenue, and expected collections.
5
Manage team quota and track attainment over time to maximize sales performance.
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See it in action
Results by the numbers
75
%
92
%
"monday.com has helped us focus on what really matters - spending time with our prospects and customers and closing deals."
Integrations & Apps
Implementation time
6-10
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Overview
Keep track of sales projections and see where opportunities stand with a visual pipeline. Set deal value and close probability, leverage reports to track forecast vs. actual sales, and drill down forecast by any criteria to optimize your pipeline. With this use case, see how you can:
1
See all opportunities with a transparent view of your pipeline so you never miss a deal.
2
Customize your pipeline to suit the needs of your team and business, without any IT help.
3
Easily manage and adjust predicted sales projections based on past business data, from one place.
4
Gain data-based insights of team performance, pipeline, revenue, and expected collections.
5
Gain data-based insights of team performance, pipeline, revenue, and expected collections.
