Your business fails or succeeds on the basis of your customer relationship management strategy, so CRM technology has become a crucial element of every thriving business. Ninety-one percent of small to medium-sized businesses rely on it to track their customer care processes.
The industry is projected to be worth US$80 billion by the end of 2024. Monday Sales has become a key player in the field. Its software is completely customizable and offers all the sales funnel data you could possibly need. Better yet, it offers an online learning center to teach your team how to use it.
Monday Sales CRM: An Overview
Monday Sales CRM targets traditional selling environments as well as marketing activities. It gives you full visibility of your sales pipeline and even offers a team-working platform.
The software was built on the foundation of Monday.com’s project management system, so it’s already been put through extensive testing. It supports several languages, including German, English, and Spanish.
Despite its comprehensive service offerings, it comes at a surprisingly low monthly price. The platform’s CRM software lets you:
- Arrange the tasks and projects of team members in the cloud.
- Manage and capture leads.
- Handle customer-related projects.
- Track marketing activities.
- Customize and edit deal stages.
- Arrange multiple pipelines in one go.
With project management software built into the platform, your entire sales operation is unified in one accessible space. Repeatable tasks like reminders and lead tracking can be automated, so your sales team has the time to focus on lead nurturing.
The project management tool even links to your email, sending out automated interactions and templates when a behavior trigger is set off. The software is remarkably flexible and can connect to many of the tools you rely on every day, including Outlook, Excel, LinkedIn, and Chrome.
Monday.com crm training provides Gantt charts to track your project timelines, so you can finally wave goodbye to complicated Excel tools. With tasks, dates, and team members stacked into an easy-to-view chart, you can compare the sales performance of all your reps on a single page. With Monday.com sales couldn’t be easier.
What to Look for in Customer Relationship Management Software
CRM is, at heart, a customer service product intended to manage your outbound sales teams. For that reason, mobile access is one of the most critical features to look for.
Monday.com CRM offers a responsive platform that stores data in the cloud, so it can follow your reps everywhere they travel through their iPhones and Android devices.
Customer support is a business-wide pursuit, so your CRM should be able to allow team members to share data. Collaboration will require more than just reps, though, so it should also let you tag your other support staff and marketing teams.
This way, your marketers can help when your sales team is unsure about deals in progress. It will also allow sales staff to send information to marketers about buying trends.
No CRM system should require reams of manual data entry. The best software can synchronize with email accounts, phones, and calendars, recording relevant information along the way.
Monday CRM links with a huge range of platforms. It records deal stages as they’re completed and records follow-up dates in a queue. Sales teams can adjust inaccurate information and send it to Slack or a Google sheet.
Does the pricing suit the product?
Monday CRM is remarkably affordable. Its products are divided into basic and premium options so that small and large businesses can benefit equally. The software’s pricing plans include:
- Basic plan: $30 per month
- Standard plan: $42 per month
- Pro plan: $72 per month
The CRM doesn’t advertise the cost of its Enterprise plan, which offers dashboards of up to 50 boards as well as account management and multi-level permissions.
Monday.com Alternatives
The sales CRM market is crammed full of tools that compete with Monday’s products. Pipedrive is a basic tool that focuses on closing deals.
Unlike Monday.com workflows, it doesn’t focus on the entire sales cycle, but if you’re looking for a full-stack option, Zoho CRM is an excellent alternative. Really Simple Systems gives small businesses an affordable way to manage customer data across the sales funnel.
Monday CRM is a highly competitive player in the market. Its tools are comprehensive, automated, and collaborative. Its developers have put together a thoughtful product that’s sure to change the way you handle your sales pipeline.
