The monday.com universe of merchandise is all the time increasing and we’ve obtained lots of questions from you, our prospects, about when to make use of which product.
Right here, we’re specializing in two merchandise which will appear interchangeable however, the truth is, have some fairly massive variations that may have an effect on how effectively you’re employed: monday work administration and monday gross sales CRM.
Let’s begin with our most incessantly requested query:
What’s the distinction between monday work administration and monday gross sales CRM?
Whereas the underlying Work OS constructing blocks that every product runs on are the identical, the merchandise themselves have some massive variations.
These constructing blocks are issues like boards, automations, dashboards, and the opposite core components that make up any monday.com account. The variations between the 2 merchandise are in how the constructing blocks assist prospects get work finished inside every product.
monday work management permits people and groups to handle any type of work with final flexibility. You may study extra about monday work management here.
monday gross sales CRM permits gross sales groups to handle their total gross sales cycle from pre- to post-sales. So, on the subject of managing a gross sales staff, there are distinctive options and functionalities in monday gross sales CRM that make gross sales workflows simpler to arrange and smoother to run. You may study extra about monday sales CRM here.
Which product do you have to use?
We all know that some individuals use monday work administration to run their gross sales pipeline. And we’re not stunned. In any case, It’s an excellent customizable and highly effective platform that may handle any type of work.
However, we advocate that gross sales groups handle their work on monday gross sales CRM. Right here’s why:
- There’s a novel set of options which can be obtainable solely in monday gross sales CRM – like mass emailing, the funnel widget, and the leaderboard widget, and extra. There’ll proceed to be new options launched solely for monday gross sales CRM prospects.
- Workspaces come loaded with pre-made boards, referred to as “entity boards”, and embody the necessities for working a gross sales pipeline (assume: leads, accounts, actions, and extra.) This makes establishing the phases of your CRM easy and fast.
- Entity boards function barely in another way from common boards – they’re already related to one another by way of automations. As your staff works, gadgets will likely be robotically up to date and adjusted and new connections will likely be created based mostly on triggers you set.
Can monday work administration and monday gross sales CRM work collectively?
After all! The 2 merchandise are siblings within the monday.com household. They’re constructed particularly to work seamlessly collectively so your sales-related groups can use a CRM and everybody else can use the monday work administration platform they know and love. Each merchandise dwell underneath your group’s monday.com account.
Switching between the 2 merchandise takes only one click on and staff members and departments can nonetheless tag one another and talk with full visibility, it doesn’t matter what product they’re utilizing.
What options are distinctive to monday gross sales CRM?
There are specific options which can be important to a CRM and can be found solely inside monday gross sales CRM. Listed here are a few of our most cherished CRM-only options:
We’re consistently launching new options for our CRM so comply with us on social media or be a part of our community to remain within the loop.
The underside line
We advocate utilizing monday gross sales CRM because the jumping-off level to your CRM, which you’ll then customise to suit your distinctive gross sales pipeline.
For those who’re seeking to join a number of departments or groups utilizing monday.com, we advocate establishing your gross sales staff in monday gross sales CRM and establishing all different groups in monday work administration. As a result of these two merchandise are throughout the monday.com household, they work collectively seamlessly so the whole group can work and talk in a single unified expertise.
