Monday.Com Vs Salesforce Crm 2022

This article is focused on answering Monday.Com Vs Salesforce Crm …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page requests think of it more like creative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin awesome all right let’s start and landing page request i’m assuming

 

you people i’m just gon na show um speak about the basics really quickly but i make certain you men know that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between tasks or clients and it really just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick before dealing with an innovative demand is using the form so a kind generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to produce a kind however essentially this kind can be found in here and then the group lead of the innovative style team or any other group can appoint a particular designer to work on it so let me show you people how to develop and add a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys check the view area because it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can actually simply create any column with anything that you men need when an innovative demand is available in make it a type share the form preview the program you people how a form looks like um the name of the request you want you want to add a particular quick with a certain i know each company has a specific structure that

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they utilize um when do you need it by the priority and so on etc um you can take this link after put one second let me click on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now whatever is in the planning concepts phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i want to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is important to know and after that it can be called demands or concepts being available in and then i can just go ahead take it and move it to a particular group that i think it’s relevant for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them also today i’ll simply give like a short summary this is the individual column as you guys know we have our seven core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy several columns on one board yes dell you are correct every column that you produce can be nearly every column you produce can be in a type view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a priority one we called it top priority but it’s basically a ranking column um we have a. Monday.Com Vs Salesforce Crm

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file column and we have a tags column what i love about the tag column is if i click on this right now it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain project i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could reveal you men remove deadline mode essentially what i want to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday.Com Vs Salesforce Crm