Thinqloud Solutions

Partner metadata

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      "description": "<h1><span><strong>Lead &amp; Opportunity Management System on </strong></span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span><strong>Monday.com</strong></span></a></h1><p></p><h2><span>Company Background</span></h2><p><span>This Company with a B2B business model operates in the life sciences domain, specializing in managing and conducting clinical trials for pharmaceutical and biotech companies. Their business process revolves around ensuring regulatory compliance, accurate data collection, and timely execution of studies across various trial phases — from feasibility and site selection to patient recruitment, data monitoring, and final reporting.</span></p><p><span><strong>Use Case:</strong> Streamlining lead capture, capturing the response times &amp; the communications made, tracking sales opportunities, and improving team collaboration and sales conversion rates.</span></p><p></p><h2><span>Business Challenge</span></h2><p><span>The Company had several challenges managing leads and opportunities:</span></p><ul><li><p><span>Leads were captured via different channels (website, webinars, referrals, Facebook ads, conferences, Emails) but were not centralized.</span></p></li><li><p><span>Business cards captured as scanned images from events / conferences were stored in the One Drive. There was no way to automatically parse these images and create leads in </span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span>Monday.com</span></a></p></li><li><p><span>Hot Leads were not contacted within 24hrs of creation.</span></p></li><li><p><span>The communication with the leads was not tracked and the management had no visibility about the team’s involvement in the lead nurturing.</span></p></li><li><p><span>There was no visibility into the status of opportunities across sales reps.</span></p></li><li><p><span>Manual follow-ups led to missed deals and inconsistent customer experiences.</span></p></li><li><p><span>Reporting on sales performance was time-consuming and inaccurate.</span></p></li></ul><p><span>&nbsp;</span></p><h2><span>Objectives</span></h2><ol type=\"1\"><li><p><span>Centralize all lead data and communications in one place.</span></p></li><li><p><span>Standardize the leads &amp; sales pipeline process.</span></p></li><li><p><span>Enable easy tracking of leads &amp; opportunity status, ownership, and communication.</span></p></li><li><p><span>Automate follow-ups and activity reminders.</span></p></li><li><p><span>Improve visibility through dashboards and reports.</span></p></li></ol><p></p><h1><span><strong>Solution with </strong></span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span><strong>Monday.com</strong></span></a></h1><p><span>The client then implemented a <strong>Lead &amp; Opportunity Management System</strong> using </span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span>Monday.com</span></a><span>’s CRM templates, Integrations and customizations.</span></p><p><span>&nbsp;</span></p><h2><span>System Setup</span></h2><p><span><strong>1. Lead Management Board</strong></span></p><ul><li><p><span><strong>Fields:</strong> Lead Name, Source, Contact Info, Assigned Rep, Status, Lead Score</span></p></li><li><p><span><strong>Automations:</strong></span></p><ul><li><p><span>When status is “Qualified,” move item to Opportunity Board.</span></p></li><li><p><span>Capture the created date, next follow up date, last contacted date &amp; the average response time on each email reply.</span></p></li><li><p><span>Auto-assign reps based on region or product interest.</span></p></li><li><p><span>Send acknowledgment email to lead (via integration with Outlook/Gmail)</span></p></li><li><p><span>Built a logic to and integrated on the Monday leads board to scan the business card images stored in the One Drive and create leads directly into </span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span>Monday.com</span></a><span>.</span></p></li><li><p><span>Setting up sequences to send automated as well as manual emails, task creation for sending LinkedIn connect requests, scheduling meetings with the leads as part of Lead engagement journey.</span></p></li></ul></li></ul><p><span><strong>2. Opportunity Pipeline Board</strong></span></p><ul><li><p><span><strong>Stages:</strong> Prospecting → Proposal Sent → Negotiation → Closed Won/Lost</span></p></li><li><p><span><strong>Fields:</strong> Deal Size, Expected Close Date, Product Line, Sales Rep</span></p></li><li><p><span><strong>Views:</strong></span></p><ul><li><p><span><strong>Kanban View:</strong> Visualize deals by stage.</span></p></li><li><p><span><strong>Timeline View:</strong> Track follow-up dates and close timelines.</span></p></li></ul></li></ul><p><span><strong>3. Activities &amp; Communication Tracker</strong></span></p><ul><li><p><span>Integrated with the <strong>Emails &amp; Activities</strong> feature</span></p></li><li><p><span>Logs meetings, calls, and emails per opportunity</span></p></li><li><p><span>Option to sync Outlook calendars for meeting scheduling</span></p></li></ul><p><span><strong>4. Dashboards</strong></span></p><ul><li><p><span>Sales performance by rep</span></p></li><li><p><span>Leads &amp; Deals funnel charts to show the conversion matrix</span></p></li><li><p><span>Monthly pipeline value</span></p></li><li><p><span>Conversion rate from lead to deal</span></p></li><li><p><span>Average deal size and cycle time</span></p></li><li><p><span>Workload &amp; Resource management</span></p></li></ul><p><span><strong>5. Integrations</strong></span></p><ul><li><p><span><strong>Forms:</strong> Capture leads from the website directly into Monday</span></p></li><li><p><span><strong>Facebook Ads:</strong> Integration with Meta to automatically create leads in </span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span>Monday.com</span></a><span> from the forms in the Facebook ads.</span></p></li><li><p><span><strong>Outlook:</strong> For 2-way email sync and activity tracking &amp; creating leads into Monday directly from the emails received via Outlook.</span></p></li><li><p><span><strong>Vurtual Calling: </strong>Integration with virtual calling apps to log updates on the leads when calls are made to the leads from a virtual number.</span></p></li><li><p><span><strong>Make.com/Zapier:</strong> For syncing leads from webinars or ad platforms</span></p></li></ul><p>&nbsp;</p>",
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          "id": "52a46142-7f71-4d69-9770-9aea043980a9",
          "name": "Setup & Configuration",
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