monday sales CRM

Alto grau de personalização traz alguma dificuldade de implementação

Vantagens:

O alto grau de personalização é algo que realmente me agradou logo de cara. Você consegue integrá-lo nativamente aos outros módulos do Monday e ter um sistema operacional de trabalho bastante completo

Desvantagens:

O fato de ser altamente personalizável também traz alguma complexidade na implementação, é importante dedicar bastante tempo no planejamento para evitar retrabalho depois

Surpreendente

Comentários: Muito bem bolado tudo, desde as funcionalidades quanto aos tutoriais.

Vantagens:

É incrível a imensa lista de coisas e formas diferentes de usar o programa. Me apaixonei pelos recursos.

Desvantagens:

O tempo que se leva para começar a se habituar ao imenso leque de recursos.

A great all-in-one CRM and project planning software.

Comentários: This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Vantagens:

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

Desvantagens:

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

Alternativas consideradas anteriormente: Salesforce Sales Cloud e Asana

Razões para mudar para o monday sales CRM: Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.

It is a great tool to control our sales efforts of all kinds

Comentários: It aids in keeping tabs on our various sales efforts, giving us an accurate picture of where we stand, and facilitating the dissemination of vital sales data throughout the organization.

Vantagens:

Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.

Desvantagens:

There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.

It feels like a CRM but it doesn't behave like one

Comentários: It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.

Vantagens:

I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.

Desvantagens:

It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.

Alternativas consideradas anteriormente: Zoho CRM e HubSpot CRM

Razões para mudar para o monday sales CRM: We loved the designs and easy ways to communicate and collaborate work together.