Building a sales pipeline in monday.com CRM: Step-by-step setup for B2B teams
We're implementing monday.com CRM for our B2B SaaS sales team (5 reps). I've watched the tutorials but they seem too basic. What columns and stages should we use? Also need advice on: - Lead scoring columns - Activity tracking - Deal probability - Commission tracking - Integration with our existing HubSpot data
2 Answers
Here's our B2B pipeline setup that generated $2.3M in closed-won last year: Stages: Lead → Qualified → Meeting Scheduled → Proposal Sent → Negotiation → Closed Won → Closed Lost Essential Columns: - Lead Source (Dropdown: Organic, Paid, Referral, Outbound) - Deal Value (Numbers, formatted as currency) - Probability % (Formula column: IF({Stage}='Closed Won', 100, IF({Stage}='Negotiation', 75, IF({Stage}='Proposal Sent', 50, 25))) - Next Action (Date column with reminder) - Decision Maker Contact (Link to Contact board) - Last Activity (Automations update this daily) Game-changer: We created a separate 'Activities' board linked to deals. Every call, email, and meeting gets logged there. Then we built a dashboard widget showing 'Days Since Last Activity' - reps with >7 days get flagged. This alone improved our follow-up rate by 40%.
Don't overcomplicate it like Chris suggested. Start with: Stage, Amount, Close Date, Contact. Add complexity only when your process matures. We made the mistake of creating 15 custom columns initially - our reps ignored 80% of them. Now we're simplifying based on actual usage data.