This pathway gives you the tools and methodology you need to grow and nurture your accounts using monday.com. Account management focuses on building long-term mutually beneficial partnerships with key customers.
Badges in this certification:
Certification syllabus
monday.com work management badge
Estimated time to complete: 6 hours
Through the lessons in this badge, you will learn everything you need to know about the monday.com Work OS and become a product expert.
Introduction to monday.com
Product Basic 1: Building Blocks
Product Basic 2: Communication & Notifications
Product Basic 3: Navigation
Building Workflows
Board Level Quiz
Product Pro Part 1: Board Views
Product Pro Part 2: Dashboards
Dashboard, Forms, and Charts Quiz
Product Pro Part 3: Admin
Admin Level Quiz
Product Master 1: Advanced Column Choices
Product Master 2: Automations and Dependencies
Product Master 3: Integrations
Product Master 4 - monday apps marketplace
Product Master: Automations, Dependencies & Integrations Quiz
Popular use cases
monday.com Product Certification Final Quiz
monday CRM - sales badge
Estimated time to complete: 3 hours
This certification will provide you with comprehensive knowledge of monday CRM and equip you with all the tools, sales best practices, and product knowledge necessary to effectively sell to and support your clients.
This course will cover:
It includes the following lessons:
Basic level -
What is CRM and why do we need it?
How monday CRM is positioning itself
monday CRM Vs. Work management
monday CRM basic walkthrough
monday CRM Basic product training final test
Expert level -
monday CRM advanced walkthrough
Emails & Activities Deep-dive
Conducting an effective CRM discovery call
monday CRM Competitive analysis
Inbound sales badge
Estimated time to complete: 5 hours
Through the lessons in this badge, you will learn all about inbound sales. From the first step of writing effective emails, to conducting sales calls, and managing sales operations, you will be prepared to manage the entire inbound sales cycle.
Effective emails
Exploratory calls
Demo
Pricing plans
Enterprise mindset
Objection handling
monday.com competitive analysis
Final quiz
Exploratory + Demo live quiz
Outbound sales badge
Estimated time to complete: 4 hours
This badge focuses on enhancing your ability to engage and win opportunities by using outbound sales methodologies. This badge will equip you with a set of tools and a process for each step, from initial engagement through the final agreement.
Engaging Stakeholders
Discovery call
Pitch Meeting
Gain Agreement
Partner admin badge
Estimated time to complete: 3.5 hours
These lessons will equip you with the backend tools you need for managing deals and accounts with monday.com.
Salesforce
Salesforce reports
Big Brain
Partners’ admin
Salesforce quiz
Admin quiz
Account management badge
Estimated time to complete: 1 hour
Learn how to manage your monday.com accounts by mapping accounts, growing them in size, and creating value for them.
Account management model
Account management success story
Final quiz
