monday CRM vs. Salesforce Starter

I think it's a fantastic tool for a small business or startup. It has many of the same features as other CRMs, and my favorite thing about it are the pre-built Sales Dashboards that generate your forecast, pipeline, deal value, everything you would expect to see when analyzing your sales efforts. I think the parts of it that aren't as scalable are the outbound sales efforts with email. I don't think you can set up drip campaigns or automated workflows through monday the way you can through HubSpot and Salesforce.

Incentivized

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.

Incentivized

• It is very easy to use and logical. Teams and departments can collaborate together to work as one team.
• It is very useful in automating the processes of relevant departments.
• The field names, types, and data you enter can be customized as per your organization's requirements.

Incentivized

• Sales CRM with built-in guidance and reminders to manage and track opportunities.
• Self-service for customers and internal employee needs. Integrates forms and chatbots very easily into your existing website.
• Guided setup with inherent flows to make transitioning from legacy systems to new age cloud-based technologies
• Integrates with Outlook and Gmail extremely well. Includes the Salesforce Inbox mobile app to link records with calendar and email. Email reminders included automatically.
• The Salesforce Mobile App comes with Starter, making it super easy to work on the go, even in remote areas.

Incentivized

• Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
• More color shades for groups and labels
• Keep adding new widgets for dashboards to provide an even greater overview

Incentivized

• Table views can be sorted by column. Filters can be applied, but only to one column. Multi-column filtering like Excel allows would be extremely useful and a big improvement.
• The ability to quick copy data in a table view would also be helpful, like (ctrl ') in excel.

Incentivized

The CRM is like clay and as long as the user has a productive and driven mind you can supplement your organization as well as your company.

Incentivized

It was a little tricky when I first set up all of my automations and to kind of navigate my board and create it initially. So now that it's set up it's super easy to use so that's why I gave a seven in this rating.

easy to use, training is intuitive and can be peer taught if needed. Not overly complex so that users can get started within a very short period of time.

Incentivized

We only ever needed to us the FAQs and quick google searches as everything we needed to do was very straightforward and intuitive to do. We found the simple and easy design and interface helped prevent having any issues. A colleague did need to reach out for help and stated that it was quick and useful

Incentivized

It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.

Incentivized

I personally perfer monday's interface to Asana's, although they are both very similar in concept. I also feel that monday is better suited for cross-functional project management, which is something necessary to the way Dr. Squatch operates. Asana may be better suited to companies who have smaller teams and a simpler scope of project management, but for a company with the complexity of ours, monday's customizable features and ease of visibility was the better suited platform for our needs.

Incentivized

Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in

Incentivized

• Better convertion rates, decreasing marketing overall costs to close new oportunities
• Decreasing the sales team cost, because people are more productive and you can get more results with less people
• Increasing the business growth rate, by helping focusing on growth and not only on sales

Incentivized

• It made the job more efficient for staff so they can spend time doing other tasks rather than configuring and maintaining Salesforce Starter.

Incentivized