Item: monday sales CRM
Rating: 10
Author: Allison Prell

Use Cases and Deployment Scope

We use it to track both leads and opportunities (throughout the entire lifecycle). The CRM is the first board in a series of connected boards and automations that we refer to as our "monday Ecosystem". This interoperation has allowed us be able to track a project from opportunity to close (Sales Team --> Project Team --> Partner Success Team). The CRM also connects to the invoicing board so we can pay the correct sales rep their commission; connects to the project assignments and high-level board so project team members can access contracts, budgets, and scopes unincumbered.

Prior to the CRM we were using spreadsheets, and it didn't give us the Macro level insights needed on a quarterly basis to make projections for the company that then inform my departments hiring. Having monday has paved the way to more expedited and confident decision making that can be felt throughout every level of the org.

Pros and Cons

Tracks where an opportunity is in the pipeline with confidence for becoming a project.
Connects to other boards, sharing critical information quickly and removing duplication.
Displays visualizations of real-time data across departments and the organization.

I'd like to be able to create automations from twice-mirrored columns. Have some sticky work arounds that are cumbersome to build and maintain.
Being able to group by XYZ would save time and the several views required for all stakeholders that see into the CRM.
I wish the dashboard dates automatically updated themselves so that week to week I could look and see where we are in the pipeline, without having to manually adjust the dates each week.

Return on Investment

Saved hours of effort per week for management.
Reduced the number of meetings to align on pipeline.
Provides macro-level insights for profit projections and planning.

Key Insights

Do you think monday sales CRM delivers good value for the price?

Yes

Are you happy with monday sales CRM's feature set?

Yes

Did monday sales CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Yes

Other Software Used

Slack, Google Drive, Miro, Zoom

Usability

There is a learning curve, no doubt. But that's to be expected when you're working with the swiss-army knife of tools! Once I oriented my thinking to the interface, it's very intuitive. More often than not, monday can do what I want it to do; and the sticky moments I either work with my team or our AE to 'unstick' together via workarounds or beta features.

Support Rating

I haven't worked directly with monday support; however, from what I've heard from my colleagues building the CRM and interfacing with the Implementation Consultant and support teams, they couldn't be more thrilled. Their excitement makes me excited.

Likelihood to Recommend

To have insights as to where an opportunity is in the pipeline is the benefit of any CRM. But then being able for that opportunity to be re-created on another board once it's reached a certain threshold (75% win probability, "verbal approval") and notify managers that they should start considering staffing and preparing delivery teams without duplicating efforts is a timesaving, game changer! We see what the BD team sees in real-time as it's being updated, with just the info we need mirrored so we can make staffing decisions. Incredible!

Interoperated CRM with Delivery Team and Partner Success leads to Ease of Mind!

Overall Satisfaction with monday sales CRM