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monday CRM
¿Qué es monday CRM?
Utiliza monday CRM para gestionar y analizar el alcance de tus clientes y tu cartera de ventas de forma más eficiente. Centraliza la comunicación con los clientes y clientes potenciales, utiliza las funciones avanzadas de elaboración de informes para tomar decisiones basadas en datos y perfecciona tu estrategia de ventas, y ahorra un tiempo valioso automatizando el trabajo repetitivo. Integra fácilmente monday CRM con tus herramientas existentes, mejorando el trabajo en equipo a través de una plataforma colaborativa y fácil de usar.
¿Quién usa monday CRM?
Es perfecto para propietarios de empresas pequeñas, gerentes y equipos de ventas de todas las industrias en todo el mundo. Es muy útil para los gestores de cuenta y de éxito del cliente que gestionan las relaciones posventa con clientes.
¿Tienes dudas sobre monday CRM?
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monday CRM
Opinones de monday CRM
Para la gestión de contactos y un buen seguimiento, es una opción realmente interesante
Comentarios: Se trata de un CRM realmente interesante para empresas de diferentes tamaños y sectores para automatizar y mejorar sus procesos de ventas y marketing, mejorar la eficiencia de sus equipos de ventas, aumentar la productividad y mejorar la colaboración entre equipos. Con algunas funcionalidades mejorables en aspectos como marketing y ventas
Puntos a favor:
La interfaz es realmente intuitiva y muy personalizable, además puede integrarse con otras herramientas con mucha facilidad
Contras:
Para el tema marketing, las funcionalidados son demasiado limitadas, deberían trabajar más en este campo!!
Alternativas consideradas:
Monday.com is a Great Tool for Several Needs
Comentarios: We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.
Puntos a favor:
The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.
Contras:
While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.
Alternativas consideradas:
Super customizable with powerful features
Comentarios: Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.
Puntos a favor:
I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.
Contras:
The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.
Alternativas consideradas:
It feels like a CRM but it doesn't behave like one
Comentarios: It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.
Puntos a favor:
I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.
Contras:
It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.
Alternativas consideradas:
Nothing Really Like Monday.com
Comentarios: I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.
Puntos a favor:
Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.
Contras:
The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!