Bitochon Sales CRM Portal vs. monday.com

It is really suitable in case of enterprise sales as it helps reduce wastage and makes the process lean, it emulates the quality of the prerequisites of an ideal CRM and does it really well, it also helps in reducing the extent of work for the entire sales channel, easy to integrate with other dashboard panels, not ideal for a highly data based model as duplicacy is a big factor.

Incentivized

Prior to monday.com, we were using Trello as our team task management tool. What monday.com has allowed us to do is to easily create sub levels to tasks, create multiple stages for each task and to easily assign people to different tasks in a way that is visually appealing and easy to understand.

Incentivized

• Manage Leads, Client Conversions, Touch up points and all other order data.
• Integration with other platforms such as Vinculum etc provides ease of work.
• Ease of Analysis of performance and matching of targets.

Incentivized

• Automation/integrations - Choosing from template automation or creating your own, integrate across platforms.
• Dashboards - Different views i.e. kanban, gantt chart, tables, forms.
• All info in one place - Add all of the necessary files for each task inside of Monday; don't need to go looking for ages in different folders on our internal system, add comments, and add assignees to each task—very content-rich way of presenting information.

Incentivized

• Has a bit of redundancy and data duplicity problems, different employees can make duplicate entries for same clients
• Sometimes non-responsive glitches appear
• Different users see different data for same clients sometimes

Incentivized

• Ensuring I have set up a Private board vs public board is not clear - it would be useful to have an additional alert when creating a board as I work with sensitive information. It will eventually be used in a team based environment but while I test the boards, they needs to be private.
• Time tracking is clumsy, could be easier to record

Incentivized

Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.

Incentivized

On the surface, monday.com looks easy to use - it is indeed easier to use than almost all competing products. (There is one exception where they are on par.) But, I've come across so many organisations that start well with monday.com and then struggle because of the disorganised mess that is created. You have to have clear frameworks *before* you adopt monday.com as the ones that come out of the box are too simplistic for the average organisation. Otherwise, you need a system owner internally who can guide and help the organisation with monday.com adoption. At our organisation we have both.

Incentivized

There have only been 2 instances in the past year where monday.com was down.

Incentivized

Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")

Incentivized

I used this capability last week for the first time and scheduled a call. Michael was so helpful. He listened to what I was wanting to accomplish and got back to me within a few hours with a screen recording of different options. I had one question on one of the options and when I replied, I got a new person that wanted to set up a call. I declined because that would be like starting all the way over with what I'm wanting and what he presented to me. I think if we have follow-up questions, we should be able to ask them to the same person we just worked with.

Incentivized

To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.

Incentivized

We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.

Incentivized

Bitochon stacks up almost equally with zoho in most of the applications and functions for the sales team although zoho has better dashboard management and ease of analytics as compared to bitochon but bitochon stacks up easily as the better one in terms of api integration and ease of operation.

Incentivized

Airtable served us well for data management. However, our senior management told us Project Managers we would no longer be using Airtable. monday.com serves us well with project management AND light-weight database usage. Workfront served we Project Managers very well. However, Workfront was never going to be accepted by our non-Project Managers for managing their projects. monday.com's ease of use and colorful UI build adoption among our non-PMs

Incentivized

For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.

Incentivized

• Has really improved the productivity of the entire sales channel and operations team
• Ease for accounts and other software integration
• Improves overall interconnectivity of all departments

Incentivized

• My favourite example? We used it to take a failed start-up, one where the prime investor was considering pulling out - to being a listed business (EURONEXT) within 18 months. That business now has a market cap at around $200m.
• Turnaround of a struggling health tech venture that was buried under endless spreadsheets by its investors - from loss-making to £2M EBITDA in two -years.
• Offshoring - Through the adoption of Monday as a key workstream management tool (moving off JIRA) we were able to reduce resource costs by over £2m per annum, without any change in efficiency or quality.

Incentivized