CRM Implementation

The implementation process

What to expect

Phase 1

Kickoff & discovery

Team introductions
Alignment of goals and expectations
Discuss your CRM needs
Map out the implementation

Phase 2

Execution

Build, configure, and optimize your CRM boards
Data migration
Optimization of dashboards and reports
Optimization of post-sales

Phase 3

Rollout

Admin and team training
Ongoing support

High-level timeline

*Hours and level of support vary depending on Basic or Advanced Implementation

**Advanced Implementation includes additional hours and support for rollout and user acceptance testing

Kickoff

Discovery

2-3 hours | 1-2 weeks

Execution

CRM build*

5-15 hours | 2-5 weeks

Execution

Migration

2-3 hours | 1-2 weeks

Client is responsible for data migration,
resources are provided

Execution

Dashboards*

1-3 hours | 1-2 weeks

Execution

Post-sales*

1-6 hours | 1-4 weeks

Rollout

Training**

1-2 hours | 1-2 weeks

Rollout

Post-implementation

75 days = 15 consultation hours
90 days = 25 consultation hours

Preparing for kickoff

Get started in a few steps

Discovery

Choose your implementation team

To ensure a successful kickoff, please build your team to fill the following roles in advance:

The executive sponsor

The head of your division, department, or organization, responsible for commercial discussions.

Expected involvement: As needed

The workflow expert(s)

The individual(s) who will be responsible for customizing the CRM and building out your ideal use case.

Expected involvement: High-effort, weekly (online)

The project manager

The day-to-day champion that will drive internal adoption, as well as coordinate and manage the implementation project.

Expected involvement: Weekly

The technical admin(s)

The admin inside your monday account who will administer CRM licenses during rollout.

Expected involvement: As needed

Discovery

Complete the pre-kickoff form

Each member of the implementation team should complete the pre-kickoff form prior to the discovery call. This will outline the basic information needed for the CRM implementation.

Get started

Estimated duration: 20 minutes

Jumpstart your implementation

Want to get ahead? The following resources will help you expedite the process.

CRM demo

Watch this 20-minute demo to get acquainted with monday sales CRM. Understanding the out-of-the-box product will help you identify what will need to be customized to meet your specific needs.

Watch demo

Questionnaire

The discovery questionnaire form will be your first assignment following the kickoff call. For a headstart on mapping out your workflows, download and complete the form below.

Download questionnaire

Data migration template

Need to migrate data into the CRM? Your Implementation Consultant is here to guide you! But, in the meantime, review the migration template to learn what to expect when it comes to exporting and formatting your data.

View template

More helpful resources

24/7 support

Our best-in-class support team is here to assist you. You can contact them by email or chat with a Knowledge Expert directly in your monday.com account.

Contact support

Webinars and tutorials

Browse our comprehensive library of fun and interactive tutorials below to learn more about monday sales CRM.

Webinars and tutorials