Nortalis Advisory Group | Business Management Consulting Firm | Technology Support and Virtual Assistant Services in Virginia
A Single Platform for Managing all Your Work.

A Single Platform for Managing all Your Work.

Are You Looking for a Simpler Way to Manage Your Work?


 

Sales + Operations + monday.com = Optimized Growth

Get more work done by automating and streamlining your tasks, projects, and processes. As an authorized partner of Monday.com, we don’t just offer just another low code/no code platform; we offer a solution that adapts to your unique business needs. Whether it’s aligning your sales team, tracking project delivery, or visualizing data program, monday’s CRM and Work OS is designed to keep everything in sync.

Get monday.com Working For Your Business


Enhanced Team Collaboration

Increase transparency, accountability, and stay connected communicate on the go. You team members will be able to easily communicate and cross train on various aspects of the sales process–all in one place.

Workflow Automations

Set it workflows up to match your sales process and feel more organized. Integrate with the tools you already love and enhance the customer journey.

Insightful Analytics

Understand your sales trends better with easy-to-read reports. It’s like having a crystal ball for your business! Never let sales fall through the cracks!

#1 Collaborative Platform You Need to Work Better Together!


In these fast-changing times, agility and efficiency are a must for the customer journey. monday.com Sales CRM and Work OS is a platform with powerful features to help you manage your sales and operations. With Monday.com, you gain a comprehensive tool for lead management, implementation timelines, interdepartmental communication, and resource coordination. It’s a holistic approach to sales that promises not just better results, but a more enjoyable journey towards achieving them. Test the system with a free trial.

services


Every company is unique, so the way you use monday.com will be different.

The monday.com workflow automation allows teams to focus on executing tasks, projects, and processes efficiently and achieve shared goals at scale. After you have tested the platform, we can answer questions you may have and even help you set up your new workflows and dashboards. Using analytical decision making and a proven analysis process, we will work together to craft a solution that’s not only robust, but also intuitive and straightforward to use.

After you have signed up and tested the monday.com platform, you can partner with us to help you make monday.com work for you. Don’t waste your time wondering if you chose the right platform! Let us help you put it work! We offer support in three ways:

Workflow Discovery

We’ll help you design workflows that streamline your sales operations, reduce manual tasks, and enhance collaboration across your teams.

Workflow Planning & Implementation

Drawing from our deep understanding of sales operations, we can design user-friendly workflows that optimizes efficiency.

Expert Support

We can provide additional training and support to empower your team with the skills and knowledge needed to make the most of monday.com’s features.

Take Your Sales + Operations to the Next Level with Nortalis Advisory.


Implementation

Want to Talk?

The Nortalis Way: Our 5D Implementation Process

After you’ve tested the platform with your free trial you want to make sure you are getting the most out of the monday.com Sales CRM, reach out to schedule a discovery call. Once we’ve established a comprehensive implementation plan, complete with explicit benchmarks for success, we get down to the business of creating. As part of the implementation process, we’ll operate directly within your Monday.com workspace to construct the boards and workflows that were identified during our exploratory phase. Our goal is to build not just a system, but a path to your organization’s success.



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