Sales roles

This certification will make you an expert in monday.com. You’ll learn about the sales process from start to finish so you can close more deals and grow your business.

To get started with your sales certification journey, contact your channel partner manager.

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 Basics
Big Brain Lesson
Data Collection & Reporting in SF
Partner Order Request
Partners Payment Request
MDF & Marketing Activities
Admin Badge Quiz