Teams | Collaboration | Customer Service | Project Management

Dashboards

How a TV dashboard empowered sales teams with real-time data

Victor Figueroa, Farmers Insurance Agency Owner, was building out a sales call center when he realized his old whiteboard wasn’t quite up to the task. He tells us how switching to a real-time TV dashboard has ignited a competitive fire in his sales team. At the end of summer 2023, Victor had the chance to scale up his office space. He wanted to take this opportunity to expand not only the floor plan of his new office but also the way his team worked.

How to create a TV dashboard for monday.com

For many years now, monday.com has been a much-loved task management tool. Monday.com makes it easy to organize your team’s workflow, and stay on top of your deadlines. It also has some excellent dashboard tools you can use to track your teams progress and pull out different metrics and KPIs. However, if you’ve ever tried to display your monday.com dashboards on an office wallboard, you’ll know that these dashboards aren’t built with permanent TV display in mind.

5 Reasons Why Wallboards are Essential in our Contact Center

Thorsten Hinterkeuser, Head of Customer Services at rahm GmbH tells us why wallboards are so important for his contact center and how they’ve positively impacted the whole team’s performance. Thorsten made a lot of changes when he moved into his role a year and a half ago. The team was moving to Salesforce which had a ripple effect for many of the other tools they were familiar with. He also had to change their phone service provider, and as a result the wallboard tool they were using.

monday.com Dashboards | Multiple Data Sources & TV Display

monday.com users already have access to a fantastic dashboard tool within the product itself. However, if you want to create KPI dashboards that display monday.com data, but also real-time data from other sources such as Salesforce, Zendesk and Shopify, then you will need an additional dashboard solution. This is also the case if you want to create a TV dashboard that displays your monday.com KPIs.

How to set up monday.com reports and alerts in Slack

If your team uses both monday.com and Slack then it’s likely you’ve tried their native integration for managing activity between the two channels. But what about reporting on the overall performance of your team with data from monday.com? When working on goals that extend further than individual tasks it can be helpful to have a holistic view of monday.com activity in a report.

How our monday.com TV dashboard improved team performance

Adam Martoccia, eSupport Manager at Morris-Jenkins tells us how surfacing key information from monday.com and Google Sheets on TV dashboards had a positive impact on their contact center performance. At Morris-Jenkins, they believe in empowering their people with data. Adam realized his Digital Support Team would perform better if they had visibility and awareness of their KPIs, so he started looking into TV dashboards as a potential solution.

Here's Another Way to Integrate Aircall and Salesforce

For any sales team who utilizes phone calls as part of their sales strategy, Aircall and Salesforce are a match made in heaven. Indeed, there are thousands of users who combine these two platforms to create highly effective sales functions. If your business uses both Aircall and Salesforce, it’s likely you will have checked out Aircall’s Salesforce integration which allows you to integrate the two platforms.

How to Integrate Shopify & Zendesk for real-time reporting

If you're an ecommerce business who also uses Zendesk to manage your customer support function, then you may have thought about different ways you can integrate the two platforms. And you wouldn’t be alone. The more ways you can find to integrate and streamline these two platforms, the more time you are going to save as a business. In this article we explore how you can build real-time KPI dashboards that display data from Shopify and Zendesk, so you can stay on top of your customer experience.

7 Best Slack Apps for Customer Service Teams in 2024

For remote customer service teams, Slack is your virtual office environment. It’s your meeting room, your noticeboard, and the one space you can count on everyone checking on a regular basis. So if you lead a customer support team who uses Slack, you may be interested in the best Slack apps and integrations that will help you work more effectively and boost productivity. In this article, we round up our favorite Slack applications for support teams in 2024.