Item: monday sales CRM
Rating: 9
Author: Marcello Arpino

Use Cases and Deployment Scope

It's a great way to improve your sales by managing oportunities and helping your team to better develop the lead qualification process. It helps the pre-sales team as well as the sales team to get a better converting rate, helping getting track of leads that would fall behind otherwise, and with doing so. It also helps you to have better results of your marketing investments, not only by getting a higher convertion rate, but as well as getting more information for the marketing team to better analyse the results of the campaings and have ajustments then, as well as helping to create new campaigns focusing on new solutions or even rethinking the way you show your product or service to you ICP.
It gives you a great operational and management tool to improve your results in a lot of ways, and you can even customize it.
So, in the end, it all up to you to make the best results possible by having the right processes running on the right tool and managed by the right methods.

Pros and Cons

You can manage leads that are not yet sales qualified
You can manage real sales opportunities with your team
You can analyse you efforts and results, so you can always improve productivity

I think that it could be more eficient on guiding the sales team to never have a deal without a task programed
It would be better if it had a direct connection with prospecting tools, such as Apollo.io
It would be interesting if it had a default board that automated the creation of a project board for services companies

Return on Investment

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

Alternatives Considered

Pipedrive, Pipefy, Agendor, Salesforce Essentials and HubSpot CRM

I would say that it is simply a more interactive tool, that gives you all the features you need to get started, and then lets your evolve your tool with other methods and features as times goes by and your team gets a more mature understanding of the process and ways to improve sales and productivity. It's a software that grows with you.

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?

Yes

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Yes

Other Software Used

monday marketer, Slack, Miro, Pipedrive

Usability

It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you.

Support Rating

I only had great support cases. I didn't need much and it was for some things that were focused on improving the tools with new features or doubts about upgrading my account, but either way the team was very quick, clear on the explanations and understood very well what I needed. I'm comfortable to solve problems that might show up with their assistence.

Likelihood to Recommend

I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales.
But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.

The best CRM for companies that wants a tool that grows with you

Overall Satisfaction with monday sales CRM