Hey all I’m Elke from the Monday sales CRM team.
I’m super excited to be here - letting you all know about upcoming features, sharing tips and tricks, answering your questions, and collecting your thoughts and suggestions on everything CRM-related. Feel free to contact me or tag me in comments, discussions, or posts. Looking forward to connecting and chatting with you
Hi Elke, I’ve recently learned about Monday Sales CRM (and Work Management, Projects etc) and am busy trying to educate myself about the differences between the “old” Monday.com Work OS as I know it, Monday Work Management and Monday Sales CRM.
So far, from what I can tell, the only feature that Sales CRM offers that isn’t either already available or buildable in Monday.com/Monday Work Management is Merge Duplicates (and from memory, Duplicates Warning but I think that’s only at Enterprise level).
Am I missing something obvious with Monday Sales CRM? Are there other unique features that users get with Sales CRM that they don’t get and can’t build with Monday Work Management?
I’m trying to understand the value of the Monday Sales CRM add-on for my clients and I’m just not seeing it at the moment. I’m not saying this to be negative and I’m sure there will be tonnes of awesome and unique features coming to Sales CRM in the future, but I’m just wondering what additional functionality users get for their money? Can you enlighten me please? (I am working my way through the training videos as well by the way). Cheers, Patrick
Hey Patrick!
Olga here, I’m a Knowledge manager for monday sales CRM.
Actually, there are tons of cool features that monday sales CRM introduces - we’ve added shared email templates to Emails&Activities and here is my update regarding it. We also added Deal stages widget (can be found in the Leads and Opportunities boards) and many more. You can read more about product specific features here - All The New Features Monday Sales CRM Is Offering
Let me know if you have more questions
Thanks Olga,
I was aware of the shared email templates and Deal Stages Widget, but will check out the link you shared with me.
Cheers,
Patrick
Patrick Fallon
BotSquad
Plug-and-Play Integrated Apps for Small Biz
m: +6421737356
w: www.botsquad.co.nz e: patrick@botsquad.co.nz
Let’s chat Schedule a chat with Patrick
Hey Olga,
While I’ve got you, are you able to confirm the pricing structure with the new Monday Products please?
The partner documentation I read states that users can sign up (for example) for just Monday Sales CRM without having to add Monday Work Management.
However, when trialing Monday Sales CRM, I was forced to sign up for a Monday Work Management Account first and then add Sales CRM.
Because of this, I suspect that users who wish to use Monday Sales CRM are going to have to pay for Monday Work Management PLUS Monday Sales CRM at the same pricing plan level.
Are you able to confirm whether or not this is true please?
Cheers,
Patrick
Patrick Fallon
BotSquad
Plug-and-Play Integrated Apps for Small Biz
m: +6421737356
w: www.botsquad.co.nz e: patrick@botsquad.co.nz
Let’s chat Schedule a chat with Patrick
Hey Patrick!
Are you able to send me the link where it states so? Currently, you need to purchase work management seats and CRM seats together, since all products are built on top of work management OS. I’m leaving here a link to our knowledge base articles which explains it in detail - https://support.monday.com/hc/en-us/articles/4407832195602
Thanks Olga,
I tried to track down where I had seen that information but I have been unable to. If I find it I will share it with you.
Patrick Fallon
BotSquad
Plug-and-Play Integrated Apps for Small Biz
m: +6421737356
w: www.botsquad.co.nz e: patrick@botsquad.co.nz
Let’s chat Schedule a chat with Patrick
Hi Elke,
I am going to set up Monday CRM in the next week for my company. My company is an association, so sales are not that important. They pay a sum per year, so I am mostly concerned with the customer card and contact persons section. Is there a video showing the CRM setup without the deal module, etc.?