In the world of customer relationship management (CRM), two platforms are consistently competing: Monday CRM vs Salesforce. While Salesforce dominates the market, Monday CRM is quickly becoming a cult favorite. But which one is right for your business?
Choosing between Monday CRM vs Salesforce can be tricky, especially when both offer powerful features. In this guide, we will break down the differences between these two CRM tools, helping you make a more informed decision.
Let’s see how Monday stacks up to Salesforce, the oldest and no.1 cloud based CRM in the market!
Salesforce is one of the most recognized names in the CRM world. As a cloud-based CRM, it provides solutions for sales, service, marketing, and more. Salesforce is used by companies across different industries, from small startups to large enterprises.
With Salesforce, you can:
Overall, Salesforce makes it easy to create a solution that fits your business requirements. Additionally, it offers advanced AI capabilities, such as Salesforce Einstein, to predict customer behavior and improve decision-making.
However, the extensive features come at a cost. Salesforce is typically more expensive than other CRM options, which may be a barrier for smaller businesses. While it offers a high level of customization, it can also require a steep learning curve for new users, especially those with limited technical experience.
Monday CRM is part of the Monday.com suite, a project management platform known for its simplicity and user-friendly interface. It’s ideal for businesses that want a streamlined, less complex CRM solution.
Monday CRM offers a visual and intuitive dashboard that allows businesses to:
Monday is a no-code platform means users can easily customize it without needing to write any code. This simplicity is a big draw for small and medium-sized businesses that want an affordable, straightforward CRM solution.
Monday CRM is less customizable compared to Salesforce but offers pre-built templates. The pricing is also more affordable, making it an attractive choice for smaller businesses or those with limited budgets.
Choosing between Monday CRM vs Salesforce ultimately depends on what features you want. Here is a detailed comparison of the two:
Multichannel marketing: Salesforce offers a wide range of marketing tools to help businesses run campaigns across multiple channels. You can manage online ads, telephone marketing, text message campaigns, and social media marketing directly from the dashboard. For example, Salesforce allows you to send up to 5,000 emails per day and segment customers based on criteria like VIP status, location, or business type, making campaigns highly targeted.
Lead Handling: Salesforce allows you to set up custom deal stages and track progress in real-time. It provides live predictions about when deals will close and how much they will bring in. You can also personalize the sales process by adding extra information to custom fields for each prospect.
Post-sale: Salesforce gives you full access to customer histories as soon as they reach out. It also helps maintain customer relationships with tools for email newsletters and follow-up promotional emails. Plus, Salesforce integrates seamlessly with Service Cloud, a specialized tool for customer service.
Full marketing suite: Get multiple marketing tools and supporting channels like SMS, WhatsApp, social media, and email marketing (though some require integrations). There’s also a drag-and-drop email builder and the PhoneBurner app for telemarketing campaigns.
Sales tools: Sales people will enjoy the lead-scoring tool to prioritize deals. They can also tag leads with reminders like “follow-up” or “closing” to stay organized. The customizable dashboards help track KPIs and real-time metrics, making it easy to monitor sales performance.
After the sale: Monday provides smooth workflows for invoicing and contract management, ensuring a stress-free experience for clients, which helps build long-lasting relationships.
Winner: Salesforce is the better choice for a complete control over marketing, sales, and customer service.
Salesforce takes integration to the next level, offering more than 3,000 integrations through its AppExchange platform. You can integrate with various tools such as SurveyMonkey, Zapier, LinkedIn, and Asana. Apps are categorized by industry, making it easier to find the tools that match your business needs and enhance your CRM.
Monday Sales CRM offers over 70 integrations and more than 200 apps. This allows you to easily connect your CRM with popular platforms. Social media apps, including Facebook, are also supported. These integrations help streamline tasks like gathering leads from campaigns, connecting with email platforms, and more.
Winner: While Monday CRM offers a solid selection of integrations, Salesforce stands out with a much larger range of options.
While many features of Salesforce are user-friendly, the platform can be a bit more complex. It offers guidance for recruiting or training sales reps, but the interface and navigation can feel overwhelming. New users often need time and training to fully understand how to use Salesforce.
Monday's sales CRM is designed to be simple and easy to use. It comes with pre-built templates and boards that are quick to set up. You don’t need much technical knowledge to get started. Plus, Monday allows you to easily customize automations with just a few clicks.
Winner: Overall, Monday CRM is easier for most users to get started with, making it a simpler CRM solution.
Einstein AI: Salesforce uses a more advanced AI tool called Einstein, which is available on higher-tier plans or as an add-on. Einstein captures and syncs sales data, provides sales forecasts, and identifies customer signals.
Generative AI: Salesforce now includes generative AI capabilities, allowing it to enhance sales processes. For example, it can create personalized emails and summarize sales calls. I
AI Cloud: Salesforce also offers AI Cloud, which integrates its AI tools to provide secure, generative services for businesses.
Monday’s AI assistant is designed to help users with tasks like generating text, creating custom formulas, and summarizing content into easy-to-read bullet points. This can save time and help teams stay organized.
Winner: When it comes to AI, Salesforce’s Sales Cloud stands out as the clear winner. This powerful AI offers far more capabilities than Monday CRM.
Salesforce also offers different paid plans, along with a 30-day free trial. Here's a breakdown of these plans:
Additionally, Salesforce offers various add-ons and extra features, like Sales Cloud Einstein and Revenue Optimization, at an additional cost.
Monday Sales CRM offers four paid plans, plus a free 14-day trial. Here's a breakdown of each plan:
Winner: Monday wins on pricing because its plans are more affordable. The plans provide good value. However, one downside is its rigid seating numbers, which may not be as flexible for teams with fluctuating user counts.
To help you decide which CRM platform is best for your business, let’s take a closer look at the pros and cons of both. Understanding these can guide you in making the right choice between Salesforce Vs Monday.
By considering these factors, you can better determine whether Monday CRM or Salesforce fits your business needs.
Yes, Salesforce remains the clear winner of this Monday CRM vs Salesforce debate. Its consistency ranked as the no.1 CRM provider globally by the International Data Corporation (IDC).
Here’s why:
PixelConsulting is a Certified Salesforce Consulting Partner. Our goal is to help businesses get the most out of Salesforce by optimizing it to fit your unique needs.
We don’t just set up Salesforce—we make sure your team can use it effectively. Our experts provide training, customization, and ongoing support for smooth user adoption. So, we have the skills to help you maximize your CRM’s potential, whether you need implementation, integration, automation or optimization!
Contact us today to boost productivity and unlock Salesforce’s full power.
When it comes to choosing between Monday CRM vs Salesforce, it’s clear that both platforms have their strengths. Salesforce is the industry leader with its powerful features, AI capabilities, and vast integrations, but it comes at a higher cost.
Monday CRM is a simpler, more affordable alternative that works well for small and medium-sized businesses. Understanding your specific needs will help you decide which platform is the best fit for your team.
It depends on your business needs. Monday CRM is simpler and more affordable, while Salesforce is more advanced and customizable.
Yes, Monday CRM supports integrations with popular tools like Slack, Zoom, and Google Workspace.
Salesforce can be used by small businesses, but it’s often more suited for larger organizations due to its complexity and higher cost.
Salesforce offers advanced features like AI analytics, extensive integrations, and high customization options, making it ideal for large businesses.
Monday CRM offers basic automation features, but it doesn’t have the advanced AI capabilities found in Salesforce.
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