monday.com Sales CRM vs monday.com Work Management, a Guide to Picking the Right Platform
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.
What's the Difference?
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.
Which One to Use?
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.
Can They Work Together?
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.
Unique Features of monday.com Sales CRM
Here's short intro into some CRM-exclusive tools that could be game-changers:
monday.com CRM includes:
Mass Emailing
Mass Emailing refers to the practice of sending a single email to a large number of recipients simultaneously. It's commonly used for marketing campaigns, newsletters, announcements, or any situation where a message needs to be delivered to a broad audience. Mass emailing tools and platforms often provide features like list segmentation, personalization, and analytics to ensure that the communication is targeted, relevant, and trackable, making it a valuable resource for marketing and communication strategies.
Dedicated Mobile CRM App
A Dedicated Mobile CRM App is a mobile application designed specifically for customer relationship management. It allows sales, marketing, and support teams to access CRM data, customer profiles, and related information while on the go. Such apps are optimized for mobile devices, offering features like contact management, lead tracking, note-taking, and task management. They enable real-time updates and communication with customers and prospects, enhancing productivity and responsiveness.
Shared Email Templates
Shared Email Templates are pre-designed email formats and content that can be created and accessed by multiple users within an organization. They are typically used in email marketing, sales outreach, and customer support. Shared email templates ensure consistency and professionalism in communication while saving time for team members. These templates can be customized for specific purposes, such as product announcements, follow-ups, or customer responses, streamlining email communication across the organization
Leaderboard Widget
The Leaderboard Widget is a gamification feature commonly found in sales and performance management software. It displays real-time rankings of individuals or teams based on their performance metrics, such as sales figures, targets achieved, or other key performance indicators. Leaderboards are used to motivate and engage employees by creating a competitive and transparent environment. They encourage friendly competition and can be a powerful tool for recognizing and rewarding top performers.
Funnel Chart Widget
The Funnel Chart Widget is a data visualization tool often used in sales and marketing analytics. It displays data in a funnel-like shape, with each section representing a stage in a process or a conversion funnel. The width of each segment reflects the quantity of data or leads at that stage, making it easy to identify drop-off points in the conversion process. Funnel charts are valuable for understanding customer journeys, conversion rates, and optimizing marketing and sales strategies.
Deal Stages Widget
The Deal Stages Widget is a graphical representation tool used in sales and customer relationship management (CRM) software. It provides a visual overview of the different stages a sales opportunity or deal progresses through within a sales pipeline. Typically, each stage is represented as a separate segment or block within the widget, allowing sales teams to track and manage the movement of deals from initial contact to closure. This widget aids in streamlining the sales process, enabling better management and forecasting of sales activities.
Considerations Before Making a Choice
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.
Tailoring CRM to Your Industry
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.
Sales Productivity
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.
