monday.com is known for its project management functions, crm software monday but it also serves as a CRM tool. This guide will help you learn about monday.com’s CRM functionality and how to use it.
monday.com has earned its reputation as one of the top project management platforms in the market today. It is The Ascent’s most advanced software platform in this category.
But this software goes beyond project management to customer relationship management for businesses that want to take their sales teams to the next level. monday.com works amazingly with CRM software – it’s not just a project management platform in which the role is clumsily rigged by a jury.
This guide will break down the CRM features offered by the platform along with other features that are useful for your business.
7 Monday.com CRM Features That Can Help In Customer Management
monday.com is full of features – The Ascent has scored nine out of 10 software in this category. Although classified as a project management tool, the software offers CRM features if you want to tailor it to your sales team. These seven features will help you to improve your sales performance in particular.
monday.com’s lead management or lead information system is impressive for project management platforms, allowing you to capture the full sales cycle and track your prospects.
You can even automate follow-up and updates with the sales team, and score your leads so you can prioritize who you should follow. Using this software, the sales representative can see if the lead needs follow-up and contact the prospect at the appropriate time.
Be Aware Of The Interaction
Following the customer’s journey is a necessity because sales are all about time – for example, you may not want to close the day after the initial pitch. As a result, you need software that can track interactions so that you can follow your organization’s customer travel map.
monday.com captures emails, support tickets, live chats, phone calls, meetings, and any other conversations you need to know so you can be ready when you contact a customer.
What has your team been doing so far? Who is meeting their sales goals and who is lagging? You need this information to make sure everyone is advancing their potential through the sales cycle. monday.com integrates the back office with client-facing team members and automates the routine process to save everyone’s time, providing you with relevant information that works with your team. What’s going on all the time
Analysis And Reporting
Data is invaluable to any business, and it’s especially true for the sales team. monday.com uses incoming CRM data to identify trends and create reports that you can dive into to determine how you can improve your team. For example, if your team has low revenue but a high conversion rate, you may discover how to increase the number of customer contacts each day or increase the flow of leads in your organization. How to increase
These reports give you a handle on your business so that if sales start to decline you won’t be left in the lurch – and will help you avoid that situation, to get started.
Dashboards are important to the sales team, as they show everyone where they stand, where clients are in the sales pipeline, and what to do for the day. monday.com has a very visual dashboard that will keep everyone on the same page. It will show information such as active deals, average deal size, team status review, and anything else you would like to see as soon as you log in.
monday.com offers automation capabilities that are essential to save your sales team time so they can focus on growth prospects. You can set up alerts and reminders to make sure your team is notified when to take action on users. Specifically, the software offers “automation recipes”, a combination of triggers and actions that you can customize to suit your needs.
For example, if a customer’s status changes (i.e., a certain deadline passes, which makes it ideal for trying to shut down a customer), then it is appropriate for someone else to take appropriate action on that customer. Can report to
Your sales team travels often, so you need a platform that they can access on their mobile phone from anywhere. The monday.com app is easy to use and allows you to bring your inbox, workflow, and day tasks to the forefront wherever you are.
How Much Does Monday.com Cost?
Is monday.com free? Unfortunately, no, although they offer a free trial that does not require a credit card so you can try it out first.
monday.com Pricing is complicated. Its price categories are divided into four categories and are further divided based on how many customers you are looking for. So how much you pay money will vary widely depending on your needs
You will need to purchase at least three seats, even if you only need one or two. As a result, the cheapest option is the basic plan $ 8 / set per month (or at least $ 24 for three sets per month). Note that these prices are billed annually.
As a result of this pricing scheme, this platform can become increasingly expensive. If you have 10 more Spring sales teams for the Pro version, for example, it will cost you about $ 2,000 as you have to pay in advance for the year. However, considering the extra sales you can get from having a more organized team, it can be a bucket reduction – so don’t pay too much attention to the price.
Learn More About Monday.com Features
monday.com includes a wide range of features that you may find useful beyond CRM tools. Check out Ascent’s full monday.com review to read about the capabilities of this platform. Here are some non-CRM features that a salesperson might find particularly useful.
- Monday.com integrations: monday.com works well with integrations, providing access to dozens of popular platforms that your team is already using, such as Outlook, Microsoft Teams, Dropbox, Slack, and Gmail, just to name a few.
- monday.com Marketing Project Management: The software will help your marketing team in everything from assembling an email marketing campaign to launching a new product. It features content management tools, campaign tracking, and creative productivity, among a host of other marketing-related features.
- Task Scheduler: Teams are more efficient when they have a well-defined task list to work on. monday.com organizes task items and displays status columns so no one can find out where they are. You can also share a calendar with the team that shows tasks weeks or months in advance.
- Time Tracking: How is your sales team spending their time? Knowing this can help you make the right adjustments to increase Income revenue. monday.com tracks how much time employees are spending on each task.
If you’re still interested, take a look at some monday.com tutorials to see if this software is right for your business. Then try some other CRM or project management software options just to make sure.