Upgrade post-sales service
Successfully managing clients post-sale builds stronger relationships. With monday sales CRM, upgrade post-sales service to be more efficient from onboarding to client projects and collections, in one place.
Best for
Overview
Winning the deal is only the start to creating a strong connection with your clients. By bridging your sales pipeline to post-sales processes, you can easily guide new clients through onboarding, manage their projects, handle collections, and build lasting relationships. With this use case, see how you can:
1
Easily connect your sales operation directly to post-sales processes on one platform.
2
Upgrade post-sales service collaboration with key stakeholders such as legal, account managers, and customer success.
3
Automatically start client projects to maximize efficiency and ensure client satisfaction.
4
Generate and manage invoices associated with your deals directly within monday.com.
5
Manage onboarding for existing and new clients or designate them to relevant account managers.
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See it in action
Results by the numbers
74
%
65
%
"Most CRMs nail the lead management process, but stop there, whereas monday sales CRM takes you beyond the typical sales cycle."
Integrations & Apps
Implementation time
11-20
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Overview
Winning the deal is only the start to creating a strong connection with your clients. By bridging your sales pipeline to post-sales processes, you can easily guide new clients through onboarding, manage their projects, handle collections, and build lasting relationships. With this use case, see how you can:
1
Easily connect your sales operation directly to post-sales processes on one platform.
2
Upgrade post-sales service collaboration with key stakeholders such as legal, account managers, and customer success.
3
Automatically start client projects to maximize efficiency and ensure client satisfaction.
4
Generate and manage invoices associated with your deals directly within monday.com.
5
Generate and manage invoices associated with your deals directly within monday.com.
