monday sales CRM

Monday.com is a Great Tool for Several Needs

Opmerkingen: We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.

Pluspunten:

The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.

Minpunten:

While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.

Overwogen alternatieven: Trello

Redenen om over te stappen op monday sales CRM: Price, functionality and the User Interface (UI)

Excellent Product

Pluspunten:

This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information. I would highly recommend this product.

Minpunten:

It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time.

simple and easy to use

Opmerkingen: Overall, the problems I solved are the organizing and tracking. I realized the benefit of lead management and storing contacts. I like how this software makes my complex task easier.

Pluspunten:

The most impactful features are the lead management, lead capturing and customer onboarding. It is so easy to use based on my own experience. When I integrated it to my business, it runs smoothly.

Minpunten:

I like all the features but what I like least is the forms. I think it needs a little bit more options. In my case, I sometimes use it but sometimes I don't. I just prefer printed forms and personal transactions. I'm learning to utilize it though and so far, I'm liking it.

Not sure about Monday

Pluspunten:

I guess it’s unique and different than other platforms.

Minpunten:

Compared to Salesforce, I believe that Monday isn’t as complete operationally.

Streamlined Workflow Solution

Opmerkingen: Monday Sales is a practical solution for sales teams. The platform's focus on sales pipeline management, collaboration features, and mobile app make it an effective tool for sales managers to stay on top of their team's performance. Whether you're looking to streamline your sales processes or simply manage your deals more effectively, Monday Sales is a valuable tool to consider.

Pluspunten:

Monday Sales offers a simple and effective way to manage sales processes. The software's visual pipeline and customizable fields make it easy to keep track of deals and prioritize tasks. The platform's collaboration features facilitate teamwork, making it a valuable tool for sales teams. The mobile app provides access to information and updates on the go.

Minpunten:

The interface can take time to master and some advanced features may require additional training. Some users have reported limited integrations with other tools.