Course Outline
Introduction to Monday.com
- Overview of Monday.com for government use
- Key features and modules (WorkManagement, CRM, and WorkForms)
- Customizing Monday for various operational areas within the public sector (sales, marketing, HR, project management, etc.)
- Understanding Monday’s interface: boards, items, and columns
Automating Databases and Workflows
- Transitioning from manual to automated databases
- Building boards for tracking data across different departments for government operations
- Customizing columns for specific public sector needs (sales, project tracking, HR)
- Automating data input and updates
- Using automation to handle repetitive tasks (e.g., email follow-ups, task assignments) in government workflows
- Practical exercise: setting up a board for department-specific tracking (e.g., project management, sales pipeline)
Integrating WhatsApp via External API
- Introduction to external APIs for WhatsApp
- Overview of WhatsApp API integration capabilities for various government functions
- Connecting WhatsApp to Monday
- Maintaining communication with stakeholders, team members, or leads in real time for government operations
- Automating responses and follow-ups using triggers for efficient public sector communication
- Practical exercise: setting up a WhatsApp API workflow for customer or internal team communication within the public sector
Managing Customer or Project Statuses
- Defining custom statuses for different areas (e.g., sales, HR, marketing, projects)
- Creating custom status columns for workflows (e.g., lead status, project progress, task completion) to enhance government operations
- Automating status updates
- Setting alerts and notifications based on status changes to improve accountability in public sector projects
- Practical exercise: implementing a status update flow for managing customer relationships or project progress in government workflows
Utilizing the Full Monday Package for Government
- WorkManagement for cross-department teams
- Assigning tasks and timelines, tracking progress across departments to enhance interagency collaboration
- Creating automation for deadline reminders and task updates to ensure timely completion of government projects
- CRM: managing leads and relationships
- Organizing lead/customer information and interaction history for any public sector area to improve stakeholder engagement
- Creating automation for customer nurturing, sales tracking, or service updates to enhance government services
- WorkForms: automating data collection
- Building custom forms for gathering internal or customer data to support public sector operations
- Integrating forms with workflows to update databases automatically, ensuring accurate and up-to-date information for government use
- Practical exercise: using WorkForms to create a data collection form and connect it to a department-specific workflow in the public sector
Best Practices for Multi-Area Automation
- Optimizing Monday.com workflows for various government functions
- Sales, marketing, HR, project management, and more
- Tips for effective automation and integration in the public sector
- Common challenges and troubleshooting for government users
- Q&A session for government participants
Summary and Next Steps
Requirements
- Familiarity with using web-based applications for government
- Basic computer skills
Audience
- Managers
- Team Leaders
- CRM Administrators
Testimonials (5)
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
The trainer was flexible and was always looking for our feedback. Prior to going to the next topic he wanted to make sure everybody understood what was explained in the previous one.
Valentin - PTC EASTERN EUROPE S.R.L
Course - Salesforce for Administrators
Fortunately I was 1 on 1 with my trainer. This was very good. Victor worked at my pace, he explained things clearly and I was very happy with the outcome.
Craig - Superior Minerlas
Course - Salesforce for End Users
application scenarios introduction
Rachel - ge ren
Course - Salesforce CPQ for Administrators
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
