Client Background

Client: A leading energy firm in the USA

Industry Type:  Energy

Services: Solar panel

Organization Size: 200+

Project Objective

• Setup a dashboard on Monday.com
• Fetch client CRM data onto Monday.com dashboard.

Project Description

Mohsin has CRM for his business where he has all data regarding leads of his clients. He wanted to see all his client appointments at one place. Client took subscription of Monday.com. It is an CRM where you can manage your work more easily in neat and clean user-friendly environment. We can easily track our task on Monday.com. Pipeline for Monday.com is very easy to use and also customized according to our needs.

Our Solution

The challenging part of this project was to get CRM data on Monday.com dashboard. Client also has subscription of Zapier. Zapier is a connector which connect two apps to transfer data from each other. Zapier also has limitation to fetch limited type of data from CRM. Like for Mohsin CRM we can only fetch hot lead comes on CRM. But in his CRM there are also other functions like if a customer lead comes on CRM. They manually book appointment for that client. So there is no way to get that data from CRM. Issue for client was he has attached integrated four google calendar account with CRM so whenever he confirms appointment on CRM that data fetched on google calendar. But he has check manually one by one on each calendar which was bit hard task for him. So, we advised Monday.com where he can track all his task at one place.

Tools used

• Monday.com 
• Zapier
• Google Calendar

Databases used

• Google Calendar

What are the technical Challenges Faced during Project Execution

The challenging part of this project was to get CRM data on Monday.com dashboard.There is no direct integration of CRM and Monday.com to fetch data.

How the Technical Challenges were Solved

To solve challenges, we used Zapier to get CRM data to dashboard of Monday.com. We used google calendar of client which were integrated with CRM. All the appointment confirmed leads were present on google calendar.
Pipeline of Data:

  CRM 🡪 Google Calendar 🡪 Zapier 🡪 Monday.com

Business Impact

Using the Monday.com dashboard client can easily track all appointments of customers. He can track data of his team members and connect with them at one place. He will not miss any of his meeting with customer. Monday.com also has timeline and calendar view using that client can see all activity of his work.

Project Snapshots

CRM Calendar view

Monday.com

Google Calendar

Zapier

Project Video

Contact Details

Here are my contact details:

Email: ajay@blackcoffer.com

Skype: asbidyarthy

WhatsApp: +91 9717367468

Telegram: @asbidyarthy 

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