New Functionality Enables Media Sellers to Sell Smarter, Faster, and More Effectively
Monarch+ Functionality
Monarch isn't just another CRM system—it's a comprehensive platform designed to help media companies streamline their sales processes. Its media-specific tools enable companies to manage sales pipelines more efficiently, close deals faster, and simplify their overall sales workflow.
Our product development team has been working tirelessly to expand Monarch's functionality to meet the evolving needs of media companies. Through ongoing user research and feedback, we continue to identify key enhancements to better equip today's media sellers. While many of these improvements are rolling out over the next few months, we're excited to introduce several that are available now:
Automated Agency Addition: We've implemented automatic agency addition to all new deals, streamlining your process. This means less manual input and more time to focus on what matters. You still have the flexibility to change the assigned agency if needed, ensuring your deal data maintains real-time accuracy.
Next Steps Field for Activities: We're introducing a customizable "Next Steps" field for activities. This optional field, enabled through admin functionality, allows you to add specific actions or outcomes for each activity type. By keeping the list concise and relevant, you can filter and aggregate activities for better analysis.
Activity Tracking for New Business: Tracking efforts to acquire new business is crucial—and now it's easier than ever with Monarch. Activities linked to leads, prospects, or non-billing accounts are automatically flagged as "new business." This enables you to generate detailed Activity Reports focused on new business acquisition, existing business, or both.
These enhancements will significantly improve your workflow while providing valuable insights. To learn more, reach out to your Success Manager today.