The CRM Team
Rating
★ 4.5Partner since
2023
Locations
South Africa
Languages
Afrikaans
English
Zulu
About The CRM Team
We don't just implement monday.com, we transform how teams work. As a dedicated Work OS partner, we design tailored solutions that streamline workflows, boost visibility, and help organisations work smarter and faster.
Expertise & focus areas
The CRM Team delivers tailored CRM and work management solutions that streamline operations and elevate customer experiences. From implementation and onboarding to training, consulting and ongoing optimisation, we help businesses work smarter."
Why work with us
With 10+ years of experience, we combine deep expertise with a customer-first approach to deliver tailored, high-impact monday.com solutions. Through agile delivery and continuous optimisation, we help you drive efficiency and lasting success.
People
4
Luvuyo Merile
Account Excutive, The CRM Team.
Certified Account Executive specialising in SaaS sales and strategic account growth. Experienced in helping organisations streamline processes and achieve impact through tailored monday.com solutions.
South Africa
English. Zulu. Xhosa.
Jarad Wright
Account Manager, The CRM Team.
Account Manager who partners with organisations to turn monday.com Work OS into a competitive advantage by building high-performance systems that drive efficiency, automation, and scalable growth.
South Africa
English.
Kessia Kroon
Customer success Manager, The CRM Team.
Customer Success Manager helping organisations maximise workflow systems. I drive adoption through onboarding, training, and consulting; delivering tailored solutions that improve efficiency, streamline processes and enable long-term success.
South Africa
English.
Mariana Becerra
Practice Lead, The CRM Team.
Mariana Becerra leads The CRM Team's monday.com practice, balancing the operational side, delivery, resourcing, team performance, with hands-on client engagement throughout the journey.
South Africa
English. Portuguese. Spanish.
Services
Integrations
Connect monday.com with your existing tools and third-party applications.
Setup & Configuration
Full setup of monday.com, tailored by experts to your unique business needs.
Workflow Optimization
Optimize and streamline your existing workflows for maximum efficiency.
Automations
Automated workflows that reduce manual work and increase efficiency.
Strategy & Planning
Strategic consulting and planning to optimize your processes.
AI Enhancement
Leverage AI to enhance your workflows and automate complex processes.
Training & Enablement
Comprehensive programs and guidance to ensure your team adopts monday.com effectively.
Data Migration
Seamlessly migrate your existing data from other platforms to monday.com.
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"description": "<h2>At a Glance</h2><table class=\"border-collapse table-auto w-full\"><colgroup><col><col><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3><span><strong>3,800+</strong></span></h3><h3><span>Hours saved</span></h3></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3><span><strong>90%+</strong></span></h3><h3><span>Sustained user adoption</span></h3></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3><span><strong>6 months</strong></span></h3><h3><span>Time to transformation</span></h3></td></tr></tbody></table><h3> </h3><h2><span>Background & Challenges</span></h2><p></p><h3><span>Before implementing </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span>, SBV's Delivery & Execution department struggled with decentralised information and inconsistent reporting methods.</span></h3><p></p><h3><span><strong>Key challenges included:</strong></span></h3><h3><span>• </span>Lack of visibility into what individuals were working on</h3><h3><span>• </span>Fragmented scheduling and document management tools</h3><h3><span>• </span>Non-standardised reporting formats</h3><h3><span>Solution Implementation</span></h3><h3><span>With support from The CRM Team, SBV transitioned core delivery processes to </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span>, introducing centralised workspaces that replaced fragmented tools.</span></h3><p></p><h3><strong>Key Changes</strong></h3><table class=\"border-collapse table-auto w-full\"><colgroup><col><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3><span><strong>Schedules</strong></span></h3></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3>Now managed on <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> instead of Microsoft Project</h3></td></tr><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3><span><strong>Risk Registers (RAID Logs)</strong></span></h3></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3>Moved from Excel to structured boards</h3></td></tr><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3><span><strong>Project Documents</strong></span></h3></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3>Consolidated into a single, accessible repository</h3></td></tr><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3><span><strong>Delivery Managers</strong></span></h3></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><h3>Now manage projects end-to-end from a unified platform</h3></td></tr></tbody></table><h3> </h3><h2><span>Outcomes & Benefits</span></h2><h3><span><strong>The transformation resulted in:</strong></span></h3><h3><span>• </span>A centralised platform enabling efficient reporting and audit readiness</h3><h3><span>• </span>Simplified project tracking and risk management</h3><h3><span>• </span>Enhanced visibility and accountability across teams</h3><h3><span>• </span>Stronger compliance through customisable permissions and activity logs</h3><h3><span>• </span>90%+ sustained user adoption and active usage</h3><h3><span>• </span>Over 3,800 hours saved, boosting productivity</h3><p></p><h2><span>Advice to Other Enterprises</span></h2><h3><span>For organisations with strict governance or compliance needs, SBV recommends:</span></h3><h3><span>• </span>Customising permissions to protect sensitive data</h3><h3><span>• </span>Utilising activity logs to support internal audits</h3><h3><span>• </span>Establishing standard operating procedures to drive consistent usage</h3><h3><span>• </span>Encouraging training and exploration for successful team adoption</h3><h3> </h3><h2><span>Conclusion</span></h2><h3><span>SBV's Delivery & Execution team now operates with clarity, control and consistency, unlocking the full potential of work management through </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span>. The CRM Team's partnership ensured a tailored rollout aligned with SBV's compliance needs and execution standards.</span></h3>",
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"description": "<h2>At a Glance</h2><table class=\"border-collapse table-auto w-full\"><colgroup><col><col><col><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><strong>Productivity</strong></p><p>Clear handoffs and load balancing</p></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><strong>Accountability</strong></p><p>Real-time ownership and audit trails</p></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><strong>Visibility</strong></p><p>Bottlenecks resolved before delays escalate</p></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><strong>Reporting</strong></p><p>Faster, data-driven insights</p></td></tr></tbody></table><p> </p><h1>The Challenge: Limited Visibility & Manual Processes</h1><p>Before adopting <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, SBV's Finance department relied heavily on emails, static task lists and disconnected systems to manage critical work.</p><p><strong>Key challenges included:</strong></p><p>• Work managed via emails and static task lists</p><p>• No visibility into process stages or bottlenecks</p><p>• Difficulty measuring workload and reporting progress</p><h1>The Solution: <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> for Finance Work Management</h1><p>Working with The CRM Team, SBV's Finance division fully digitised its core processes using <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>.</p><h2>Key Shifts</h2><p>• Migration of to-do lists, task tracking and interdepartmental interactions into centralised Boards</p><p>• Establishing real-time visibility into every stage of work</p><p>• Creating dashboards and workflows across AP, Payroll and Compliance functions</p><p>Finance teams now have full ownership and visibility across all activities, from payment processing and payroll inputs to reconciliations and compliance submissions.</p><h1>Key Areas Now Managed in <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a></h1><table class=\"border-collapse table-auto w-full\"><colgroup><col><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><strong>Accounts Payable</strong></p></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p>Payment workflows, tracking, balance sheet reconciliations</p></td></tr><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><strong>Payroll</strong></p></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p>Input tracking, returns, third-party payments, manual consolidations</p></td></tr><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><strong>Training & Rosters</strong></p></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p>Upskilling records, payslip printing, manual payment schedules</p></td></tr><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><strong>Compliance</strong></p></td><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p>Statutory submissions, system access reviews, company-wide balance sheet reviews</p></td></tr></tbody></table><p> </p><h1>Impact & Measurable Improvements</h1><p>• <strong>Productivity: </strong>Teams work more efficiently with clear handoffs and load balancing</p><p>• <strong>Accountability: </strong>Enhanced through real-time task ownership and audit trails</p><p>• <strong>Bottlenecks Resolved: </strong>Visibility allows work reallocation before delays escalate</p><p>• <strong>Reporting: </strong>Faster, data-driven insights without reliance on static spreadsheets</p><p> </p><table class=\"border-collapse table-auto w-full\"><colgroup><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><em>“We now prevent bottlenecks before they occur and reassign tasks with clarity. Accountability has drastically improved thanks to </em><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><em>monday.com</em></a><em>’s visibility.”</em></p><p><strong>SBV Finance Team</strong></p></td></tr></tbody></table><p> </p><h1>Advice to Enterprises with Internal Controls</h1><p>• Dedicate time for team onboarding and tool exploration</p><p>• Appoint internal champions to drive board design and governance</p><p>• Use training and coaching to embed adoption in day-to-day use</p><p> </p><table class=\"border-collapse table-auto w-full\"><colgroup><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><em>“</em><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><em>monday.com</em></a><em> isn’t just a tool, it’s a way to bring structure, collaboration and control into finance operations.”</em></p></td></tr></tbody></table><p> </p><h1>Conclusion</h1><p>By adopting <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> through The CRM Team, SBV's Finance department has successfully transitioned from manual, email-based workflows to a fully digitised, transparent and accountable system. The shift has led to measurable improvements in productivity, reporting efficiency and process visibility across key financial functions such as payroll, accounts payable and compliance reporting. With better workload management, improved team collaboration and real-time data insights, SBV Finance is now empowered to operate with greater agility and precision. This transformation stands as a clear example of how enterprise finance teams can embrace digital tools to enhance operational excellence and governance.</p>",
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"description": "<p> </p><h1>The Challenge</h1><p>SBV's HR department faced significant challenges due to the reliance on manual processes and Excel-based tracking.</p><p><strong>Key challenges included:</strong></p><p>• <strong>Fragmented Project Management: </strong>Critical functions such as project plans, training calendars and recruitment workflows were tracked manually across spreadsheets, emails and shared drives</p><p>• <strong>Lack of Process Visibility: </strong>Difficulty in identifying ownership, status and timelines hindered cross-functional collaboration</p><p>• <strong>Manual Reporting: </strong>Payroll inputs, scorecards and business-as-usual (BAU) HR operations required time-consuming email follow-ups and manual collation</p><p></p><h1>The Solution: <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> + The CRM Team</h1><p>The CRM Team implemented <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> as a centralised Work OS across SBV's HR segments, covering Talent & Performance, Change Management, Shared Services, Remuneration and HR Operations.</p><p></p><h2>With <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, SBV</h2><p>• <strong>Digitised and automated workflows </strong>including payroll inputs, secondments, onboarding schedules and scorecard management</p><p>• <strong>Centralised collaboration </strong>with real-time dashboards replacing siloed tools and scattered updates</p><p>• <strong>Enabled governance and reporting </strong>through role-based access and live progress tracking that supports internal controls and simplifies audit readiness</p><p>• <strong>Boosted productivity </strong>with 90%+ sustained user adoption and active usage, and over 3,800 hours saved</p><p></p><h1>Adoption Across HR Functions</h1><p><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> is now embedded in the daily operations of:</p><p>• Talent & Performance</p><p>• Change Management</p><p>• Remuneration</p><p>• HR Shared Services</p><p>• Transactional HR Administration</p><p>• Training & Development</p><p>Key workflows like secondments, policy updates, onboarding schedules and BAU administration are now entirely digital and trackable.</p><p></p><h1>Real Impact, Real Results</h1><h2>Tangible Outcomes for SBV</h2><p><strong>Streamlined Payroll Governance</strong></p><p> </p><table class=\"border-collapse table-auto w-full\"><colgroup><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><em>“We now have full visibility from payroll input capture through to processing. The improved traceability ensures compliance and transparency.”</em></p></td></tr></tbody></table><p> </p><p><strong>Time-Saving, Scalable Reporting</strong></p><p> </p><table class=\"border-collapse table-auto w-full\"><colgroup><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><em>“I don’t need to wait for regional teams to send updates. With boards and dashboards live, I can track everything in real time.”</em></p></td></tr></tbody></table><p> </p><p><strong>Improved Accountability & Role Clarity</strong></p><p> </p><table class=\"border-collapse table-auto w-full\"><colgroup><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><em>“Scorecard discussions are now housed in one place, </em><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><em>monday.com</em></a><em>. Everyone knows who owns what and where things stand.”</em></p></td></tr></tbody></table><p> </p><p><strong>Central Source of Truth</strong></p><p> </p><table class=\"border-collapse table-auto w-full\"><colgroup><col></colgroup><tbody><tr><td class=\"border border-gray-300 p-2\" colspan=\"1\" rowspan=\"1\"><p><em>“No more email trails and multiple spreadsheets. I build dashboards with the views I need and pull executive packs instantly.”</em></p></td></tr></tbody></table><p> </p><h1>Conclusion</h1><p>With the guidance of The CRM Team, SBV successfully transformed its HR operations using <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>. What began as a pilot evolved into a core enterprise system driving efficiency, visibility and compliance across HR. The result? A scalable, collaborative work environment built for the future.</p><p> </p>",
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