From managing workflow and managing customer data to tracking revenue and your team’s success, you can manage your sales with a productive, feature-rich, and user-friendly platform like Peer.com Sales CRM. Can manage every step of the process.
A tool used by businesses to monitor and grow their relationships with customers and prospects is a customer relationship management (CRM) platform.
In contrast, a type of CRM solution used to manage an organization’s entire sales pipeline is sales CRM. It will help you effectively manage your sales process store and analyze your clients and prospects’ data through intuitive dashboards.
A sales CRM can be used by your sales staff for routine tasks such as data entry, customer notifications, email follow-ups and more. They can also automate tedious jobs to save time and effort and focus more on what they do best—selling.
If you are looking for a good CRM to automate your sales activities, then Monday.com Sales CRM can be a suitable choice.
To help you determine if Monday.com Sales CRM will work for your company, I’ll review it in this article.
Now let’s go!
What is monday.com Sales CRM?
You can manage the entire sales workflow in one place with monday.com Sales CRM, which is straightforward, user-friendly and intuitive. It can be used to monitor your:
- Sales pipeline
- Be ahead in administration.
- Managing contacts
- Promotional efforts.
- Capturing the leads
- Client Actions
- Group assignments and work
- Onboarding and offboarding of customers
Plus extra.
This powerful sales CRM tool helps you collect and nurture quality leads and is incredibly flexible. Its powerful features, including forms, quotations, workflows, templates, and sleek dashboards, make managing your sales a breeze.
Additionally, its operations and features work well regardless of the size of your data. Multiple connectors and automation technologies are included to help you quickly get rid of boring, repetitive jobs. It also provides reasonably priced alternatives that are suitable for many types of businesses, along with high-quality support.
The product has 152,000 global clients who attest to its features, efficacy, performance and other aspects.
monday.com Sales CRM Review: Characteristics
You can achieve more with one tool thanks to the extensive feature list of monday.com Sales CRM. In addition to many connectors and customization options, it offers capabilities to centralize your client contacts, automate monotonous operations, and manage data in one place.
Personalization
Sales CRM from Monday.com is known for adapting to your specific sales cycle. You don’t need to hire developers to customize your sales CRM. It is easy and adaptable to meet your needs. You may quickly change your deal stages, watch several pipelines at once, add as many columns as you like, and do a lot more with this program.
From pre-sales to post-sales, you can manage lead management, deals, account and contact management, sales operations, and more using this platform.
Automation Without Code
The world is changing as automation frees up people’s time and energy to work on more important projects.
To free up more time for sales, use the Peer.com Sales CRM platform to automate tasks and handle manual labor. Best of all, you can write very little to no code to create multiple no-code automations. So, even if you are not a code ninja but still want to implement automation, this is helpful for you.
Collection
Because you can use the tools you already use on the same platform without switching tabs, integration with multiple tools and technologies is beneficial. Additionally, it makes managing the sales pipeline easier for you.
You may quickly and simply set up connectors in Peer.com Sales CRM without having to write any code. Integrations for marketing, CRM, project management, software development, and other areas are available on this page. Salesforce, OneDrive, GitHub, Asana, Excel, Google Drive, LinkedIn, Gmail, Zapier, Microsoft Teams, Outlook, Slack, Dropbox, Google Calendar, Zoom, and more. A few of them fit in rather nicely.
Communication Management
Monday.com Sales CRM provides a variety of capabilities to track and manage your customer communications and stay in constant contact with them.
Email Sync: To continue sending and receiving emails, fully synchronize your Outlook or Gmail account. Within this platform, you can automatically log every email you send.
Email Tracking: It alerts you immediately when a lead views or responds to emails you send. With this information, you can follow up with them when appropriate without disturbing them in their personal space.
Activity Management: All meetings, calls, notes, and other activities related to contacts or leads can be recorded. This will help you gauge the extent of the communication and determine whether it will be successful or not.
Email Templates: Provide the option to send custom emails with autofill based on contact information. By changing only personal information, you can use these emails as templates to send subsequent emails. As a result, you’ll save a ton of time because you won’t have to start from scratch with every email.
Monitoring Performance
Monitoring results is critical to determining how well you’re doing, spotting problems, and improving your strategy. You can easily monitor your goals, team performance, individual performance, and pipeline using Peer.com Sales CRM thanks to the following features:
Custom Dashboards: Peer.com Sales CRM provides customizable dashboards for data storage and organization. As a result, you can quickly see your sales numbers, transaction status, team performance and other details. It facilitates quick decision-making and problem-solving.
Sales Forecasting: With the help of this platform, you can plan your resources and make informed business decisions. To close the prospect, all you have to do is establish the value of your deals. Detailed reports can be used to monitor the difference between your actual and forecasted sales figures. You can forecast by sales rep, month, year, etc.
Team Objectives: Analyzing the collective efforts of your sales team requires tracking their overall performance. You can monitor the goals of your sales force and track individual and team accomplishments against those goals with monday.com Sales CRM. This will give you access to important information that you can use to recognize and reward your team members and staff members, as well as improve areas where you see room for improvement.
Activity Tracking: You can view all calls, meetings and other activities of your team members and employees in one place. You will find it easier to monitor performance, assess capacity, and make appropriate plans this way.
Organizing Information
To ensure that you store all the information you need and can find it quickly and efficiently when needed, you should organize your data carefully.
To quickly find your data, Monday.com Sales CRM enables you to organize it like an expert in one place. You can manage, sync, and save all of your data—both new and old—on the platform with just a few clicks.
Importing data: Import your existing contacts, leads, accounts, etc. directly into Peer CRM, using the API or MS Excel.
Merging: Having duplicate data in your workflow can lead to many errors and inefficiencies. For this reason, as soon as you meet them, you have to get rid of them. Anyone can make mistakes at any time, but you can correct or get rid of them by combining your redundant data.
Automatic Alerts: If a duplicate account, lead, or other type of data is entered, an automatic alarm will be sent. As a result, you can easily identify duplicate data and combine it to get rid of errors.
Lead Capturing: Capturing leads quickly is important to avoid losing people who have the potential to become customers of your company. By combining the platform with the tools you already use to attract customers, Monday.com CRM allows you to capture leads. You can also accomplish this by adding leads manually or using a form on your website after contacting and talking to them.
monday.com Sales CRM Review: Usage
Monday.com Sales CRM has a well-known user interface and code-free customization’s.
CRMs typically have a rigid design that makes it difficult for many users to perform quick actions or find and track leads. Even if they want to adjust some parameters, the flexibility either makes it impossible for non-programmers to do so or allows them to do so only with a lot of coding.
No matter what level of experience you have with coding, its user-friendly interface makes it easy for everyone to use. To make moving objects even easier, a drag-and-drop feature is included.
It’s easy to add contacts, create columns, organize data, and take a look to see how your sales pipeline is performing overall. Additionally, this platform makes it easy to change settings or change records.
Codeless customization is another feature that makes Monday.com Sales CRM stand out. By doing your own modification, you can adapt it to meet your specific needs without the help of a developer.
The Monday.com Sales CRM setup process is also simple and quick. A demo of the platform will be offered to you, allowing you to understand how to use it. Data should be neatly organized in separate folders for each department or as you see fit. Additionally, you can design a unique dashboard to track leads and enhance your strategy with ease.
Whether automating processes or integrating your apps with Monday.com Sales CRM, everything is simple. However, you can use their services if you still need help.
monday.com Sales CRM Review: Help
When choosing a sales CRM for their team, most people forget to consider the importance of customer service. Customer support is who you should contact if you encounter technical problems and, for whatever reason, no one else is able to resolve them.
Therefore, if you cannot contact them or do not get proper assistance when you need it, you may face serious difficulties. Additionally, you risk losing prospects and upsetting customers. So customer service is important.
You don’t need to worry much about monday.com Sales CRM. They provide round-the-clock email and chat customer service, as well as a way to submit a support issue. When you have a general question, you can also consult their knowledge base, which offers comprehensive instructions, videos and references.
To learn more about the product, you can also watch movies, read FAQs, and participate in live webinars.
If you choose the Enterprise plan, you’ll get training and onboarding, as well as dedicated support to answer any questions you may have.
monday.com Sales CRM Review: Advantages and Disadvantages
Everything has advantages and disadvantages. It is also important to weigh the advantages and disadvantages of each sales CRM before selecting one for your company. This will help you figure out what to expect from the program, what not to do, and whether or not the drawbacks are negligible enough to keep you from buying it.
Let’s examine the pros and cons of Monday.com Sales CRM.
Benefits 💪
In general, the software is easy to use, even for people with different degrees of technical ability.
- You can change many of its elements, including pipelines, lead scores, dashboards, and labels.
- You can automate repetitive processes like adding contacts and sending emails by creating no-code automation, which is automated without writing code.
- There are many available integrations that are easy to set up.
- Multiple tools, including cutting-edge ones, will be available to you to manage your sales pipelines and workflows.
- A free lifetime plan that allows you to use the software.
- 24-hour customer service.
Limits 😒
Despite its many features, Monday.com Sales CRM has several limitations.
- Due to the possible number of seats you may need, pricing may be unclear.
- This can be expensive for small groups.
- The many customization options may be overwhelming for some.
monday.com Sales CRM Review: Cost
Whether you’re a startup, a small firm, or an enterprise, Monday.com Sales CRM offers a pricing plan for you. Before buying the premium plan, you can also test its free plan. It provides the following plans:
- Basic CRM: $10 per set per month, unlimited contacts and pipelines, connectivity with iOS and Android, and more.
- Standard CRM: includes advanced capabilities like custom CRM automation, integrations, and more for $14 per set per month.
- Pro CRM: $24 per month per set, additional capabilities including 25k actions, customizations, and sales data.
- Enterprise CRM: Get more sophisticated features like enterprise-scale security, management, automation and integration by requesting a quote.
For a period of 14 days, monday.com Sales CRM is available for free use.
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Conclusion
Without question, Monday.com Sales CRM software is among the best. It offers a variety of pricing options, is very easy to use, and has an ideal balance of basic and advanced features. Its ability to facilitate rapid customization and codeless automation has further increased its acceptance across a range of industries and corporate sizes.
So, if you need Sales CRM to take advantage of the basic capabilities, then you can try the free plan of Monday.com Sales CRM. To use more features in lower-tier plans, you can also choose paid plans. Additionally, this tool will provide you with a wide range of sophisticated features, such as security and multiple automation and connections, that you can use for your sales process if you are a business.
But, the free plan may not be enough for a small organization that needs some more capabilities, and upgrading to higher tiers can be expensive. Even those looking for straightforward software with limited customization possibilities may find it overwhelming.
It all comes down to your specific needs in the end. Consequently, based on the above factors, choose Monday.com Sales CRM and make the best choice possible.