Your business isn’t cookie-cutter. Your monday CRM solution shouldn’t be either. Pre-made templates force you to fit their mold. Our customized CRM solutions are shaped around *you*.
Overview
Our custom monday CRM implementation services are carefully tailored to the unique needs and goals of each and every client. Whether you need assistance with business process modeling, change management, user onboarding and training, custom monday CRM integration or ongoing managed services, the Polished Geek team will be there for you every step of the way.
All of our custom CRM implementation services include:
Process Optimization
- CRM process discovery - what you do, how you do it, and why
- Premium Lean Six Sigma Business Process Analysis led by a certified Lean Six Sigma Black Belt is also available
- Proof of Concept exploration - demonstration and testing of various methods in monday CRM to help your team visualize which option(s) will work best for your unique needs
Process Implementation
- Monday CRM custom buildout - together with your team, we co-create each workflow and process in your monday․com CRM
- Data migration (as needed) - our migration experts can handle migrating your data from other CRM platforms or spreadsheets into your new monday CRM environment
Team Adoption
- No CRM, no matter how technically perfect or full featured, will deliver value to your business unless your team genuinely adopts it. That's why we emphasize a co-creation approach that fosters a sense of ownership for your team, along with enthusiastically teaching the "Monday Mindset" to admins and workflow owners throughout the entire project.
- Customized CRM Go Live training for end-users is delivered with your data and your company's use cases. We welcome jointly delivering the rollout training together with your SMEs, driving higher adoption and faster time to ROI across your organization.
Ready to begin your journey to CRM operational excellence? Schedule a call with us today or use the "Request private offer" button below to book a complimentary strategy call.
Polished Geek | Chaos transformed. Confidence ignited.
Highlights
- Automating a broken Client Relationship Management (CRM) process will only get you bad results faster. That's why we invest the time to really listen to every role on your team, dive deep into understanding your business goals and learn your company culture. Then we apply Lean Six Sigma business process principles to identify wasted time, effort and money, helping you implement the right CRM workflows that break past operational challenges and lead your team into operational excellence.
- Collaboration with a CRM implementation partner truly invested in your success is the most powerful way to transform your business. Together we will co-create the answers to your messiest processes, giving your team the confidence to make smart, strategic decisions long into the future. When your team becomes the experts, you get much more than a successful implementation of monday CRM. You get a transformed company that is agile, self-sufficient, and ready to tackle whatever comes next.
- Polished Geek is a monday.com award-winning Platinum and Advanced Delivery Partner located in NC, USA. Named one of the top 5 monday partners in North America 2024 and a previous Partner of the Year winner. Our team is certified in the entire monday platform and specializes in custom workflow design, custom integration and multi-product implementations.
Details
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Delivery method
Deployed on AWS
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Pricing
Custom pricing options
Pricing is based on your specific requirements and eligibility. To get a custom quote for your needs, request a private offer.
Legal
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Support
Vendor support
For more information about any of our services, please contact the Polished Geek team through our website or schedule a call with us.
Software associated with this service
monday.com work management
By monday.com
monday.com work management is a low-code/no-code work management platform that empowers organizations to connect teams and business units, enhances organizational agility, creates a unifying workspace across departments, and increases operational efficiency and productivity.