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Your business thrives when you can focus on your customers and users, providing the products and services that meet their needs. When you do that, you attract new customers, and your organization grows. A customer relationship management system (CRM)...
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11 Ways the Monday App Can Help You Run Your Business and Your Life

There’s that old saying, “Failing to plan is planning to fail.” We all know the struggle to stay on top of your workload and commitments without having a reliable tool to help organize our business and life. But what if you did have that tool?

Monday.com is a project management software that matches work teams with a complete suite of tools to help them work smarter. It combines task management, collaboration tools for teams, and personal productivity all in one place. Perhaps the only project management app you’ll ever need, monday.com is designed to balance both your professional and personal life.

How can you organize a business with monday.com? Here are 11 simple ways:

1. Manage Your Week

The monday.com platform is loaded with tools that will help you structure your schedule and cut down on unnecessary busywork.

  • Set a new priority for each day of the week to get ahead of your goals and prioritize them more efficiently.
  • Set milestones for finishing projects to keep yourself on track, then monitor your progress as you go along.
  • Add due dates and customize them to suit your personal work schedule and deadlines so that you will get that project completed on time.
  • Leverage the power of delegation by creating tasks and assigning them to team members so they can do them on your behalf.
  • Schedule meetings in advance to further define your priorities and stay on track.

2. Personalized To-Do Lists to Never Miss a Deadline Again

Monday.com includes a wide range of personalization features. You can make to-do lists, attach files, and send reminders to employees and team members to get their work done. That can help you manage your projects and time more efficiently. Not only can you get more work done, but you can create more time for yourself while you’re at it.

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Your business thrives when you can focus on your customers and users, providing the products and services that meet their needs. When you do that, you attract new customers, and your organization grows. A customer relationship management system (CRM) is the tool you need to help you track and understand your relationships with your customers.

What Is a CRM?

A Customer Relationship Management system, commonly referred to as a CRM, is software designed to nurture your relationships with customers and keep track of all your communications with them. Rather than searching through lists of emails, phone calls, texts and meeting notes, you can see the history of your entire relationship with a given customer or lead in one place. A CRM can also consolidate every document you've shared with that customer, as well as all purchases, quotes, and other interactions.

With all this data available at any time to anyone who needs it on your team, you're better positioned to close sales, retain existing clients and take those client and customer relationships to the next level. Having all this information at your fingertips smooths the way to improving those relationships, streamlining your interactions, and boosting profitability across the entire range of your organization's activities.

CRMs come into play at several levels, helping with sales management, marketing, digital commerce, customer service and contact management. They let you target prospective customers, track service issues, stay on top of marketing campaigns, and store all the information about every customer, client and prospect that anyone in your organization might need. They also enhance collaboration and communication between the members of your team, since everyone has access to the same information.

Why Do You Need a CRM?

With a CRM, you can gather information from any source and deliver it in a useful form to anyone in your organization. The analytics tools associated with CRMs help you understand the trends forming under your eyes in all that information, giving you the ability to understand your relationship with your customer and customize marketing campaigns. 

How to Foster Team Collaboration and Break Down Communication Barriers.

In this post, our final part of the monday.com Impact Series, we consider how monday.com can facilitate easier team collaboration and eliminate communication barriers. 

Collaboration and communication go hand-in-hand. Communication problems usually impair team collaboration and vice versa. Therefore, collaboration software focusing on improving communication across your entire business can make a huge impact on everyday collaboration and cooperation across teams.

Some 86% of executives attribute a lack of communication or collaboration to workplace failures, according to Salesforce. So clearly, supporting and improving collaboration is a fundamental aspect of any project or process management system.

Obstacles to Team Collaboration

Collaboration within a department and with other departments faces many hurdles. Some collaboration barriers result from overall poor management practices, while others result from interpersonal issues or competing priorities.

In many cases, it's simply a lack of utilizing the right platform to make it easy (and even fun) to work together.

Accountability and Employee Engagement: Transparency is Important.

The third part of our monday.com Impact Series focuses on employee accountability and employee engagement, both instrumental for employee management and a productive workplace. 

Employee engagement is a way of measuring an employee's dedication and sense of commitment toward their assigned job. Accountability in the workplace, on the other hand, is characterized by employees willingly taking up the responsibility for their individual tasks and their role in the organization.

While organizations are actively working to improve employee engagement and accountability, statistics show that the percentage of disengaged employees in the U.S. is on the rise, from 14% in 2020 to 17% in mid-2022, negatively impacting business growth.

In this post, we will walk you through the reasons that lead to low accountability and employee engagement, and how monday.com can help improve your workplace culture.

Mistakes and Challenges in Fostering Employee Engagement and Driving Workplace Accountability

Dedication to high-quality work and a willingness to adapt and improve over time describes an engaged employee. These workforce traits are essential for the growth of your business, yet there are a number of challenges that interfere with employee engagement and accountability in the workplace:

How Can You Increase Productivity Across Your Organization?

In the second part of our monday.com Impact series, we address something even the most well-managed businesses struggle with: productivity.

A study by HubSpot found that companies in the U.S. suffer a cost to the tune of $1.8 billion in lost productivity each year. The same report points out many ways employees have low productivity. For example, as much as 28 percent of the average office worker's time is spent on unnecessary distractions. 

According to another source, the “Task Management Trends Report,” only 12% of employees are fully productive. 

While companies are quick to blame the employees for this lack of productivity, the responsibility of increasing business productivity falls on the organization as well. 

The good news is that increasing productivity is not that difficult if you take the right steps. It's essentially a combination of employee productivity training, company-wide productivity practices, and leveraging the tools that optimize productivity. 

How to Effectively Manage Resources and Deal With Challenges.

In our special monday.com Impact Series, we dig deep into four fundamental ways that the monday Work OS positively impacts organizations of all shapes and sizes.

In this post, Part One of our Impact Series, we'll focus first on project resource management.

Resource planning, allocation, and management are key to the success of any project within any organization, regardless of the size or niche. However, this phase comes with many challenges, especially in times like the Great Resignation that began in 2021 and continues today.

Even though executives today can spend more than 23 hours a week in meetings, more often than not, companies are not utilizing their talented resources to full capacity. 

One of the major obstacles is workload forecasting or capacity planning. Many times, companies do not have a solid understanding of their current and future resource capacity. This results in poor or unrealistic resource allocation, which, in turn, hampers the project timeline, causing delays and often disappointed customers.

Who Is monday.com For?

Monday.com is for anyone and everyone in need of more order in their professional lives. Whether you’re looking for a solution to manage a team of dozens of professionals and freelancers, or to better coordinate with colleagues and managers, you can count on monday.com to bring everyone together.

Flexibility is the name of the game. The highly visual design of monday․com ‍allows you to construct boards and workflow applications that perfectly match your specific requirements. You can divide your work into separate boards with individual columns that compartmentalize your work into easy-to-manage and update sections.

How to Pick the Right Plan for You

Monday.com plan options vary quite a bit in features and power. The features and capabilities are categorized into various plans to meet everyone where they are right now and where they want to be. Each pricing plan is crafted to provide a company with the management experience that best suits its needs.

With five plans that range in price and features, you’re bound to find the right version of monday․com ‍for you and your team. You can pick anything from an individual free plan that allows you to kickstart your digital project and team management endeavors to the specialized Pro and Enterprise plans that come with added integration options, faster support, and a wider array of features.

Monday.com Pro vs. Enterprise

Pro and Enterprise are monday.com’s most sophisticated and premium plans, for those who want to get the most out of the platform. While the monday․com ‍Pro and Enterprise plans are designed for companies and corporations with multiple functional areas to manage, these plans are often the right answer for growing startups and small teams, too.

Responding to emails, assigning tasks, sending out notifications . . . these are just some of the manual duties you are stuck with daily.

Yes, they're important, but let's face it — they're also boring and incredibly time-consuming.

Fortunately, there's an answer to this problem, and that's automation. Automation uses computer algorithms to take care of these tedious tasks for you.

Is automation a popular thing? Well, a 2020 McKinsey survey found that two-thirds of businesses automate at least one of their business processes, cutting down the time, finances, and resources they have to spend on the little things. So, yes, automation is pretty well-liked.

Ready for even better news? Monday.com users can use "automation recipes," or a combination of triggers, to automate various tasks and optimize daily workflow. Don't worry — you don't need an advanced coding degree to use automation in your Work OS.

Workflow platforms have become a crucial part of many industries, and monday.com is one of the best. The platform offers the most flexible and powerful Work OS on the market. It's revolutionizing business process management across industries.

With monday.com, you can completely customize your workflows. You can change how they look, how they're presented, what's automated, what each step should do, and even which integrations you want to include. No matter what your business needs to accomplish, monday.com can help you get it done, faster and more accurately.

Still, the exact reasons monday.com is so valuable can also make it seem overwhelming. There are simply so many options available that it can be hard to know where to start. If you don't have the time to study the system in-depth, then you'll probably miss out on the opportunity to make the most of the tools and resources monday.com offers.

Luckily, you don't have to do everything alone. You can choose to work with monday.com partners to get everything set up and ready to go. Keep reading to learn why monday.com partners are so helpful and how to select a consulting service that will make a difference.

The Benefits of Working With an Authorized monday.com Partner

The monday.com system is incredibly effective for most businesses once it's set up correctly. However, the setup process isn't always intuitive. The monday.com platform offers so many customization options that you can actually lose significant time tweaking it to your standards if you're unfamiliar with it.

Process management, also known as business process management (BPM), is a methodology that allows business owners and managers to analyze existing processes to identify those with problems and optimize the rest. This may require tweaking current processes or implementing new, more effective ones. The ultimate goal is to increase productivity, manage risk more effectively, and streamline the entire business. Effectively managing your business processes allows your company to build on past successes while continuously moving forward.

Many people confuse the terms process management and project management, but they do refer to completely different beasts. The first is a management style that leads to future growth and continuous improvement. The latter is only relevant to the individual project(s) currently being worked on.

Project management refers to the management of a specific project with a clear-cut goal. It includes everything from the idea to completion, and in most cases, it will follow the project management style set by the company as a whole.

However, projects have a clear beginning and ending. Process management is an ongoing approach to continuously improve every aspect of the company and includes ever-evolving goals.

Effective process management creates a workplace environment that fosters innovation and teamwork. When properly implemented, it gets everyone from the summer intern to the C-suite managers moving in the same direction with a common set of goals: the future success of the company, the team and the individual. Monday.com training that includes process-focused methodology can help you to achieve these goals.

You have enough on your plate — there are aspects of your job only you can do. So why waste time with mindless busy work? Why fight to maintain the status quo with repetitive actions that require no creativity or insight? Instead, let monday.com automations take over, and keep your focus where it’ll really have an impact.

You may be familiar with the monday.com platform and its sweet suite of tools that lets you manage projects and workflows. But are you getting the most out of your account? Not unless you optimize your work processes with monday.com automations.

You’ll increase reliability and productivity and decrease annoying hassle. Learn how to use and create “automation recipes” to maximum effect.

Cook Faster: Reasons to Automate Business Processes With monday.com

You know how you’re the absolute best person to do some parts of your job? The parts where you can truly shine and feel accomplished at the end of the day?

Well, automation can free you up to focus on those.

Effective communication and collaboration are absolutely crucial for team success in the workplace. When people at work are able to freely share their ideas and skills, reaching a common goal becomes easier, smoother, and much more efficient.

Some of the most fundamental benefits of good workplace collaboration include:

  • Improved business flexibility for changing demands
  • Faster execution of new ideas
  • Increased innovation and creativity
  • Enhanced problem-solving
  • Higher employee engagement
  • Greater employee productivity and job satisfaction

According to research from bit.ai, a staggering 86% of employees believe that ineffective communication and lack of collaboration directly lead to workplace failures.

This data is supported by the fact that over 96% of employees want a workplace environment where people identify and discuss issues fairly and transparently. All this goes to show that a strong sense of belonging with the company is only possible if teamwork and collaboration are prioritized and allowed to flourish.

As remote and flexible work models become increasingly common post-COVID, advances in technology play a major role in shaping the modern workplace. Online collaboration tools are now an essential part of every organization's teamwork strategy.

If you’re considering adopting the monday.com software to manage your company’s workflows, you’re in good company. More than 145,000 companies use this self-described “work operating system,” which streamlines your team's workflows and automates manual tasks so you get more done.

The monday.com Work OS is appropriate for companies of any size, in virtually any industry. It centralizes almost any business process or business function, from sales management to software development.

Communication systems are built into each workflow, as is task delegation. Plus, with robust reporting and analytics, large and small companies can see progress at a glance.

The monday.com software has the potential to change the way your team functions. If you’re not sure how to get started, read on. By the end of this monday.com guide, you’ll be able to begin using the monday.com Work OS with confidence.

Why monday.com?

Monday.com is a workflow management system designed to keep your business on track. It centralizes each of your processes and organizes them visually. The default view is a familiar table format, much like Excel. But that's just to start, as you begin to build your processes.

Business process automation made simple!

Save valuable time and energy and let us help you manage all your work in one place, centralize your data and collaborate in a shared workspace. Polished Geek can help you create the perfect workflow and connect your teams to get work done faster. Together, let's design a better way of working.

Schedule a FREE consultation and learn more!

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