Overall Satisfaction with monday sales CRM
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.
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.
- 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.
- 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.
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