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

#Sales
#CRM
#Customer success
#Account management

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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Template version includes:

Full solution includes:

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Results by the numbers

74

%

65

%

improved customer retention
increased customer satisfaction

"Most CRMs nail the lead management process, but stop there, whereas monday sales CRM takes you beyond the typical sales cycle."

Angel Ochoa
Account Manager | monday.com

Integrations & Apps

Implementation time

11-20

hours

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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.

See it in action

Top use cases

https://efficiencyimpact.monday.com/use-case/post-sales-processes