Monday.com has been a useful and appreciated tool in streamlining our sales process.
January 12, 2023

Monday.com has been a useful and appreciated tool in streamlining our sales process.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We use Monday.com to track our sales process from start to finish and to maintain communication within our company regarding changes made or status updates on our projects. We are all working remote and Monday.com allows us to stay on top of changes and updates. We also use Monday.com to track our commissions and compare our sales monthly and annually. Having a step-by-step process in Monday.com has helped us to streamline our process and be more efficient. Nothing slips through the cracks, and this helps us to retain our clients and saves us time and money.

Pros

  • Tracks the sales process, step by step process visually allows each team member to follow along and step in or out of projects without getting lost.
  • Allows us to set automations that allow our accounting department to track our commissions and revenue without redundant data entry
  • Time management - Each client / task is tracked so no one is left waiting for a response or forgotten about. It offers a visual reminder for what tasks need to be completed.

Cons

  • It would be nice to have phone support / chat support with a live person. Sending an email and awaiting a response seems antiquated.
  • Less down time. Every now and then Monday will glitch or not work. Automations sometimes wont process.
  • Would be helpful to have a built-in assistant/ advisor/point of contact at Monday.com for testing automations via live chat or call
  • Easier set up for each new prospect/sales process
  • Excellent visual platform helps to save time when onboarding new employees - the process is laid out making it easier to learn the steps of our sales process
  • Helps to keep us organized and on the same page. Anyone of us can pick up where someone else has left off on a project because the program allows notes to be left in each project.
Monday.com can be used immediately with a very small learning curve. The more you use Monday.com the more you realize what it is capable of. The first month we had a very simple board made to help make sure we replied to each referral / new prospect in a timely manner. Month two we added on some new columns that ensured we gathered all pertinent info that helped us to provide quotes to our client faster. Month 3 we included some columns that ensured we secured all signatures and authorizations needed to proceed. As time went on we grew our Monday.com to include a start to finish process that has become seamless.
It is not a fast response when you need assistance. You leave an email message and then await an emailed response. Not ideal. The product is phenomenal, but there is not immediate assistance available and sometimes the automations can be tricky.
First off, I plan to stay with Monday.com so long as the uptime doesn't become an issue. Anytime Monday.com is down becomes a time where I am potentially losing money. There have been times where Monday is down and it is frustrating, but it doesn't seem to be a continuous issue, mostly sporadic.

Do you think monday.com delivers good value for the price?

Not sure

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

Yes

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

I love this product. It has been a game changer for how I operate my sales process and I am grateful for all of the useful features, automations and integrations. I am hopeful that over time they add in more support, like a chat or live support person. I have recommended this product to many business owners because it helps to create organization and processes that are important. Overall this is a great product that I will continue to utilize for my team to stay on track.

monday.com Feature Ratings

Project Management
8.3
Task Management
10
Resource Management
5
Gantt Charts
Not Rated
Scheduling
6
Workflow Automation
8
Team Collaboration
10
Support for Agile Methodology
Not Rated
Document Management
10
Email integration
8
Mobile Access
9
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
9
Professional Services Automation
Not Rated
Quotes/estimates
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated

monday.com & Collaboration

Each member on our team can see exactly where we are in the sales process and offer support or realize they are better off moving onto another project where assistance may be needed. Super intuitive and easy to onboard new employees using Monday.com as a visual tool for what we do and how we do it.

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