Both monday sales CRM and Salesforce Sales Cloud are strong contenders in the CRM market. monday sales CRM is a good fit for businesses that prioritize ease of use and visual customization, while Salesforce Sales Cloud is better suited for organizations that require extensive integration capabilities and advanced analytics. The choice depends on the specific needs and priorities of the business.
| Attribute | monday sales CRM | Salesforce Sales Cloud |
|---|---|---|
| Name | monday sales CRM | Salesforce Sales Cloud |
| Lead Management Capabilities | Orchestrates lead management through real-time notifications and CRM tools, offering tagging, prioritization, and automatic lead capture. | Provides tools to capture leads from various sources, score them, and automatically assign them to sales representatives. Helps track leads through the sales pipeline and convert them into opportunities. |
| Opportunity Tracking Features | Provides Kanban-style boards and customizable views for clear insight into deal status. | Allows sales teams to track the progress of opportunities through various sales stages, providing visibility into the sales pipeline. Key contacts and decision-makers can be identified, and collaboration tools facilitate team efforts on opportunities. |
| Sales Automation Tools | Automates repetitive tasks and sets triggers for follow-up emails or task assignments. | Offers workflows, process builders, and visual flows to automate tasks such as sending emails, updating records, and creating tasks. Streamlines lead management, opportunity management, and quote management. Einstein AI provides AI capabilities for lead scoring, opportunity scoring, and forecasting. |
| Contact Management System | Provides a centralized hub for all customer interactions and details. | Stores and manages customer and prospect data in one place, providing a comprehensive view of every interaction. Helps in organizing and accessing customer information efficiently. |
| Reporting and Analytics | Offers detailed insights into sales performance with customizable dashboards. | Includes standard reports like Opportunity Pipeline, Lead Conversion Rates, and Closed Won/Lost Opportunities. Custom reports and dashboards can be created to track specific metrics and KPIs. Einstein Analytics provides AI-powered analytics for uncovering trends and patterns in sales data. |
| Integration with Other Business Systems | Integrates with tools like Slack, Google Drive, and marketing automation platforms. | Can be integrated with ERP systems, HR systems, and marketing automation tools. Integrations are facilitated through APIs, middleware solutions, and native Salesforce connectors. |
| Mobile CRM Availability and Features | Ensures sales teams can update and access information on the go. | Offers a mobile app that allows sales representatives to manage tasks, access customer information, and track sales activities from anywhere. The mobile app provides real-time notifications and offline access. |
| Customization Options | Allows users to create a tailored CRM experience, adjusting the interface and workflow. | Offers extensive customization options to suit diverse business needs. Users can tailor the CRM to their specific workflow and industry needs. Customizations include custom objects, fields, reports, and dashboards. |
| Pricing and Subscription Plans | Pricing is based on a per-user model. | Essentials plan: $25 per user per month; Unlimited plan: $330 per user per month |
| Customer Support and Training Resources | Provides tutorials, webinars, and live training. | Offers a range of support services, including documentation, webinars, tutorials, and live chat options. The Premier Success Plan offers dedicated account management for an additional fee. |
| Ease of Use and User Interface | Features an intuitive user interface with a drag-and-drop interface. | Offers a user-friendly interface that simplifies complex data into actionable insights. However, some users find the full functionality complex and the learning curve steep. |
| Workflow Automation Capabilities | Automates repetitive tasks by setting triggers for follow-up emails or task assignments. | Uses Flow to automate sales processes. Helps reduce manual entry, automate sales tasks, and ensure processes are followed. |
| Ratings | Not available | Not available |
| Pros | Robust lead management tools, Dynamic and visually rich sales pipeline tools, Workflow automation, Centralized hub for customer interactions, Customizable dashboards, Out-of-the-box integrations, Mobile CRM availability, High customization levels, Efficient onboarding with tutorials and resources, Intuitive user interface | Robust lead scoring, Effective opportunity management, Streamlines sales and marketing processes, Comprehensive view of customer interactions, Versatile integration with other systems, Mobile-friendly interface, Extensive library of standard reports |
| Cons | Wealth of features and customization options can introduce complexity, requiring time for new users to become proficient. | Steep learning curve, Complex interface |