Insightly Marketing vs. monday marketer

It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.

Incentivized

monday marketer is a great tool for managing everything from the idea stage, to the production of content, to organizing goals and campaigns, all the way to collaborating and sharing with stakeholders and leadership. We used to work on multiple tabs in a worksheet, and monday.com changed the game. We're more organized than ever, and we can easily share what works/what doesn't with other team members around the globe!

Incentivized

• Manage Customer Data
• Link Projects to People
• Automate Follow-up Reminders
• Track Emails
• Create Reports
• Create Lists

Incentivized

• One can easily create a Project work breakdown structure that helps us to understand the current status of the project.
• Easily assigning users, customization is par excellence, and different types of data attachments are the coolest feature.
• Automation, forms, and customized notifications are wonderful features that make our work easy.

Incentivized

• In my opinion, Journeys have very limited trigger and response capabilities
• Allowing HTML options for landing pages
• Customer support - I leave conversations with support and success feeling more confused or frustrated. I believe one account rep was playing video games while on a review call.
• List management - uploads, reducing duplicates, general hygine
• UI - it’s very hard to know where to click or how to do something new, in my opinion.

Incentivized

• Importing Excel docs can sometimes be a struggle
• Notifications are not consolidated. So if a teammate makes a new board and assigns me to a bunch of items, I get an individual notification of every single one
• I like sub-items, but they aren’t always necessary so making them unremovable isn’t great

Incentivized

There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

Incentivized

It is an easy platform to learn for new members joining the team. The useability of monday.com makes it easier to onboard stakeholders and team members, to make project management easier for everyone. Automation also makes common tasks easier by eliminating the need to focus on doing repetitive things over and over and over again.

Incentivized

Honestly, I haven't called monday's support, because, the few times that some help was needed, the area coordinator is in charge of looking for solutions.
But, if I have a reference from her, praising the support received, because in a few minutes or at most hours, everything is normal. It's amazing how fast and effective they are.

Incentivized

Easy to check the phases and notes while EP is more for the project [management].

Incentivized

Monday marketer allows a much greater level of detail and functionality than Trello. You are able to automate tasks, create dashboards, have different workspaces, sync with Google Calendar, and much more. You can do far more using monday marketer than I have ever experienced with another project management tool. Basecamp is a good tool for communicating with clients, but monday marketer is much better for internal project management.

Incentivized

• Saves Time
• Increases Sales
• Increases Customer Engagement

Incentivized

• It has saved our team a lot of time. It allows our Creatives to quickly see what projects should be on their priority list, as well as where the other elements of each project are at.
• The update feature allows our team to have focused communication regarding different tasks. It's easy to tag in team members and ask questions, provide links to finished assets, etc.
• Before I joined the team, they were debating whether this software was the right choice and thinking about switching. When I joined the team, I really owned monday.com and got to learn the software. I figured out ways to make my team's boards more efficient and useful, which has in turn greatly increased the employee adoption of this software. There are now best practices and processes in place regarding this platform which has made it easier for everyone - we all want to keep monday.com now!

Incentivized