monday CRM Adoption
- Must have monday CRM Subscription
- Must complete monday CRM Onboarding
Your CRM Adoption
Focus on addressing immediate adoption gaps and providing essential tools for team-wide confidence in monday CRM.
Team-wide Understanding
Ensure your entire organization has a foundational understanding of processes
Full Process Documentation
Ensure you have full documentation of your CRM process from start to finish
Gap-filling Adoption Support
Work alongside an expert to fill-in workflow gaps and enhance adoption
What’s Included
Adoption Review
We'll start by assessing current adoption and create a plan to furthering team-wide adoption
Strategy
We’ll provide strategies for increasing confidence and encourage team adoption of new workflows.
Online Consultation
We'll meet with you at various times to check-in on adoption and provide additional support.
Documentation
We’ll assist you in developing comprehensive process documentation for monday Service.
Live Training Session(s)
We’ll perform live team-training to establish foundational understanding of new Service workflow(s).
Workflow Optimization*
For advanced adoption, we’ll assist in refining workflows, optimizing automation, and filling workflow gaps.
The Journey
In order to ensure a successful adoption of monday CRM, we follow the stringent process below:
Adoption Kick-off
- Kickoff Meeting to review client’s current team adoption
- Schedule team-training session & following check-ins
- Establish plan for creating process documentation
Check-in Calls
- Weekly 30-minute check-ins to discuss adoption progress
- 4 repeated meetings
- Collaborate on documentation
- Provide workflow advice & adoption support
Team Training Session
- 60-minute department specific training session
- Provide specific guidance based on department use cases
- Gather feedback from team(s) on existing workflows
The Journey
In order to ensure a successful adoption of monday CRM, we follow the stringent process below:
Adoption Kick-off
- Kickoff Meeting to review client’s current team adoption
- Schedule team-training session & following check-ins
- Establish plan & goals for increasing adoption
- Provide adoption KPI Dashboard
Check-in & Optimization
- Weekly 60-minute check-ins to discuss adoption progress
- 12 repeated meetings
- Collaborate on documentation
- Optimize workflows & automation
- Expand dashboard reporting
- Provide workflow advice & adoption support
Check-in & Optimization
- 60-minute department specific training sessions
- 3 training sesions
- Provide specific guidance based on department use cases
- Gather feedback from team(s) on existing workflows
Deliverables
These deliverables encompass the essential components that will drive the successful adoption of monday CRM at your organization.
Training Session(s)
One-time
One-time
One-time
One-time
Get expert post-onboarding support to drive full team adoption of monday CRM and instill confidence in your team, Your dedicated implementation consultant will work with you to train your team and build a deeper understanding of your workflow across your organization.
*monday CRM subscription purchased separately
Deliverables
These deliverables encompass the essential components that will drive the successful adoption of monday CRM at your organization.
One-time
One-time
CarbonWeb offers packages for all your workflow needs
We are here to help your business grow on monday.com. Click below to view all the packages we currently offer for monday.com.
