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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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Why Every Business Needs a CRM

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. 

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collaboration amd communication

The Impact Series, Part 4: Team Collaboration & Communication

How to Foster Team Collaboration and Break Down Communication Barriers.

In this post, our final part of the Impact Series, we consider how 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.

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Accountability and Engagement Impact

The Impact Series, Part 3: Accountability & Employee Engagement

Accountability and Employee Engagement: Transparency is Important.

The third part of our 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 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:

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The Impact Series, Part 2: Productivity

How Can You Increase Productivity Across Your Organization?

In the second part of our 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. 

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The Impact Series, Part 1: Resource Management

How to Effectively Manage Resources and Deal With Challenges.

In our special 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.

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Pro-vs-Enterprise Pro vs. Enterprise Plan: Which Is Right for You?

Who Is For? 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 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 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. Pro vs. Enterprise

Pro and Enterprise are’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.

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Tips For Users: The Art of Automating Boring Tasks

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? 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.

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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.

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