Workflow Status
Are you interested in creating a new workflow, or updating an existing one?
Question 2/2
Select a Product
Choose the product your most interested in exploring
Explore the entire monday.com platform with an expert!
- 30 minutes
In this session, we’ll explore the entire monday.com platform, discussing your goals and identifying the right monday.com product(s) for your team. This is perfect for those new to the platform or with diverse requirements.
In our Exploration:
Review the capabilities of Work Management, CRM, Service, and Dev.
Discuss your team’s goals and current challenges.
Explore the flexibility and scalability of a Work OS.
Highlight cross-functional use cases for the platform.
monday CRM Platform Exploration
- 30 minutes
Transform how you manage customer relationships with monday CRM. This exploratory session dives into your sales and client management processes, uncovering ways the platform can boost efficiency and close more deals with ease.
In our Exploration:
Review lead tracking and contact management.
Explore pipeline visibility and customizations.
Discuss integrations with email, calls, & calendars.
Highlight automation for follow-ups and task assignments.
monday Work Management Exploration
- 30 minutes
Unlock the potential of your workflows with monday Work Management. This session focuses on exploring your unique needs and challenges, highlighting how the platform’s flexibility can streamline project tracking, resource management, and collaboration across teams.
In our Exploration:
Discuss task and project management workflows.
Highlight automation to eliminate repetitive tasks.
Explore tools for cross-team communication.
Showcase reporting and insights for better decision-making.
monday Dev Exploration
- 30 minutes
Supercharge your development process with monday Dev. This session focuses on your team’s specific challenges, showcasing tools for agile workflows, sprint planning, and cross-functional collaboration.
In our Exploration:
Dive into sprint planning and management.
Explore bug tracking and issue resolution tools.
Discuss integrations with GitHub, GitLab, & more.
Highlight reporting tools to track development progress.
monday Service Exploration
- 30 minutes
Deliver exceptional service with monday Service. This session will uncover how the platform can streamline your customer support and service operations, ensuring your team stays responsive and clients stay satisfied.
In our Exploration:
Discuss ticket management and customer inquiries.
Highlight SLA tracking and routing capabilities.
Explore automation to improve response times.
Showcase dashboards for service performance tracking.
Health Check for
Which monday.com product is your current workflow built on?
monday.com General Health Check
- 30 minutes
Schedule a time with a CarbonWeb account manager to review your existing monday.com product workflow(s) to discuss current problems or room for improvement.
monday CRM Workflow Health Check
- 30 minutes
Schedule a time with a CarbonWeb account manager to review your existing monday CRM workflow(s) to discuss current problems or room for improvement.
If your existing workflow spans multiple monday.com products, please select the general monday.com workflow Health Check.
monday Work Management Workflow Health Check
- 30 minutes
Schedule a time with a CarbonWeb account manager to review your existing monday Work Management workflow(s) to discuss current problems or room for improvement.
If your existing workflow spans multiple monday.com products, please select the general monday.com workflow Health Check.
monday Dev Workflow Health Check
- 30 minutes
Schedule a time with a CarbonWeb account manager to review your existing monday Dev workflow(s) to discuss current problems or room for improvement.
If your existing workflow spans multiple monday.com products, please select the general monday.com workflow Health Check.
monday Service Workflow Health Check
- 30 minutes
Schedule a time with a CarbonWeb account manager to review your existing monday Service workflow(s) to discuss current problems or room for improvement.
If your existing workflow spans multiple monday.com products, please select the general monday.com workflow Health Check.