This project involved the development of an enterprise sales CRM for a team of 25 salespeople using monday.com as the platform. The CRM was designed to replace Salesforce and other related software tools, resulting in an estimated cost savings of around $50,000 in licensing fees.

The CRM included several features to streamline the sales cycle, such as dashboards and analytics to keep track of every step in the process, from tracking new leads and prospects to communicating with clients and transferring data to the client onboarding team.

To streamline the tracking of each new lead and prospect, the CRM included a feature that enabled the sales team to input all relevant information in one place. The system tracked how clients came in through outbound sales efforts, as well as marketing efforts, including Facebook ads, Google ads, email campaigns, and other marketing campaigns.

The CRM was designed to ensure data integrity, making transferring information to the client onboarding team quick and easy. The system also incorporated client communication, including emails and phone calls, directly into the CRM, allowing the sales team to have a complete view of all interactions with clients.

The CRM tracked "to-do's" for each individual salesperson, enabling them to keep track of their tasks related to their demos. This feature allowed for better organization and prioritization of tasks and helped the sales team to manage their workload more effectively.

Overall, the project successfully delivered an enterprise sales CRM that streamlined the sales cycle, increased efficiency, and provided valuable insights into the performance of the sales team. The cost savings achieved by replacing Salesforce and other related software tools made the CRM an even more valuable investment for the organization. The integration of the CRM with monday.com made it highly accessible and user-friendly for the entire organization.