Elena Korolkova
3 min
Updated: Apr 4
Are you unsure which monday.com product to choose? If yes, you're not alone. Today, let's clear the air about two essential products—monday Sales CRM and monday Work Management—and help you make an informed decision.
At their core, both products operate on monday.com's Work OS—featuring boards, automations, dashboards, etc. However, they serve different purposes:
monday Work Management offers extreme flexibility to manage any kind of work across various departments.
monday Sales CRM focuses on streamlining the entire sales cycle, from lead generation to customer retention.
If you're tempted to use monday.com Work Management for sales because of its customisability, pause. Why? Because monday.com Sales CRM provides exclusive features like mass emailing, funnel and leaderboard widgets, and more. These features are purpose-built to make sales operations smoother.
Moreover, monday.com Sales CRM comes with pre-made entity boards that include everything you need to set up your basic sales pipeline quickly.
Absolutely. The products are designed to integrate seamlessly. Your team can toggle between both platforms with a single click, ensuring that communication and project visibility are never compromised.
Here's short intro into some CRM-exclusive tools that could be game-changers:
monday.com CRM includes:
Thoroughly Understand Your Business Requirements
Begin your decision-making process by gaining a deep understanding of the specific functionalities that you intend to enhance or optimize. This could encompass aspects such as lead nurturing, automation, or any other critical elements of your business operations. A clear grasp of your requirements will serve as the foundation for your choice.
Ensure Adherence to Compliance and Regulations
Before finalizing your decision, it is imperative to confirm that the solution you are considering aligns with any industry-specific regulations that may apply to your business. If, for instance, your enterprise operates in fields such as finance, government, or healthcare, it's crucial that the solution you choose, like monday.com Enterprise with its heightened security measures, complies with the stringent requirements of your sector.
Evaluate Mobile Usability
In our increasingly mobile-centric world, the accessibility of your chosen platform on mobile devices is of paramount importance. Assess whether your team frequently operates on the move or requires remote access to the chosen solution. Opting for a platform with a robust and user-friendly mobile version ensures that your team can seamlessly execute tasks and stay connected, regardless of their location.
Delve into Customization Needs
Consider your preferences in terms of system customization. Are you seeking an out-of-the-box solution that quickly meets your current needs, or do you anticipate the necessity for an adaptable solution that can evolve over time? Your choice should align with your long-term goals and the capacity for tailoring the solution to accommodate changing business requirements as they arise. This aspect is crucial for ensuring that your investment remains relevant and effective in the ever-evolving landscape of your business.
Different industries have unique needs. Whether it's CRM for construction or for financial services, the ability to adapt the platform to industry-specific requirements is crucial. That's where we come in. At Kick Consulting, we work to understand your business and tailor your monday.com set up to fit your needs - rather than making you fit it.
Recently, we completed a CRM optimisation project for Cre8 Exhibits. The director, Baeu, had to pivot her business when the COVID crisis hit and they had to learn to work differently. monday.com CRM has “really taught me the value of having a CRM system”. You can read more of her story here.
Understanding the balance between a sales rep's efficiency and effectiveness is key. Sales productivity helps you monitor the value each sales rep brings to the table, and any gaps in the process or training.
"A CRM is only as reliable as the data you put into it."
If a platform isn't enticing and if your team don't want to put the information in, you're already facing a challenge. monday.com has been designed with this in mind from the very beginning. It's user-friendly, highly visual and customisable to work with your teams preferences.
In summary, for sales-oriented teams, monday Sales CRM should be your go-to option. It offers a focused approach to manage your sales pipeline, whereas monday Work Management suits a more generalised work approach. Both are stellar in their own right; the best fit simply depends on your specific needs.