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Common CRM problems in Market Research Analyst

Why most CRMs
don't work for
Market Research Analyst

Most CRMs lack the workflow flexibility, automation, and support for non-linear or highly-regulated processes required by market research analysts, making them ill-suited for complex and adaptive research tasks.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Market Research Analyst field

"It's too rigid—I can’t adapt the system to our evolving research processes."

"I spend more time manually tracking studies than analyzing results."

"The CRM doesn't handle multiple touchpoints or irregular project steps well."

"Data privacy controls and audit trails just aren’t granular enough for compliance needs."

Monday.com CRM solution for Market Research Analyst

So, What makes monday CRM
perfect for Market Research Analyst?

Centralized Data Access

All client and research data is unified for quick access and cross-team visibility, eliminating silos.

Custom Dashboards & Reports

Build tailored, real-time dashboards for actionable market insights and easy data visualization.

Streamlined Workflows

Automations minimize repetitive tasks, letting analysts focus on high-value research and analysis.

Effortless Collaboration

Facilitate smooth teamwork and external stakeholder input with intuitive sharing and communication tools.

Use cases for Market Research Analyst

Key use cases

Market Research Analysts use monday CRM to centralize data, automate workflows, and gain actionable insights for more effective research and reporting.

📊

Data Centralization

Consolidate market research data, survey results, and client information into one easy-to-access platform, reducing silos and improving data accuracy.

📈

Pipeline & Project Tracking

Visually track the progress of research projects and analysis pipelines, ensuring deadlines and deliverables are always clear and up to date.

🤖

Workflow Automation

Automate repetitive tasks such as sending follow-ups or reminders, so analysts can focus on high-value research activities.

📋

Customizable Dashboards

Create tailored dashboards that display live KPIs, trends, and research milestones suited to specific stakeholders or research objectives.

🤝

Collaboration & Communication

Enable seamless collaboration between analysts, sales, and marketing teams via shared boards and real-time updates to foster data-driven strategy.

📂

Reporting & Insights

Generate, store, and share research reports with built-in templates for fast, professional presentations, helping turn analysis into actionable insights.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you keep all your contacts, research participants, and data organized in one place, making it easy to track details and updates throughout the research process.

Yes, you can create customizable dashboards to visualize key research metrics, project progress, and results, giving you a clear overview at a glance.

You can automate follow-up emails, reminders, and status updates within monday CRM, freeing up your time for deeper data analysis and insights.

monday CRM enables team members to share files, discuss tasks, and track project milestones in a centralized workspace, keeping everyone on the same page.

Built-in reporting and analytics tools help you generate visual reports, spot trends in your research data, and make informed decisions quickly.

monday CRM offers integrations with popular tools like Excel, Zoom, and SurveyMonkey, making it easy to bring all your research data together.

monday CRM has an intuitive, user-friendly interface, so you can set up your projects and start tracking your research without the need for extensive training.

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An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

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