Whether you’re running a sole proprietorship or a global sales organization, customer relationship
management, or CRM, is crucial to your business. Monday and Zoho are both well known for their
project management solutions, but how do their CRM offerings stack up against each other?
Hey everyone, I’m Meredith, and in this video, we’re taking a look at monday sales CRM, Zoho CRM,
and comparisons between the two. If you’re curious about other project management options,
check out our website at project-management.com for our list of the best project management
tools. Click the link in the description below to learn more.
CRM software gives sales reps, marketing teams, and support
agents a comprehensive view of customers and their interactions with the company.
Interactions can be a product inquiry, a purchase,
a support call, a web chat, or a social media post.
This customer visibility also helps teams decide on their processes, strategies, and goals.
monday sales CRM is a flexible software running on the monday.com platform. Its visual tabular
views are highly customizable, allowing users to custom build their CRM as necessary.
monday centralizes communication and activities to achieve complete customer visibility. Users
can import leads, contacts, and accounts into monday via export or through its API.
Users can capture leads by integrating the CRM with existing tools, through a web form,
or even manually as the need arises. Users can log any lead or contact-related
activity into monday. Over time, users build a complete, up-to-date picture of customer
information that contains all activities and interactions like calls, meetings, notes,
email exchanges, and more others. Monday sales CRM fully syncs with other email tools like Gmail
and Outlook and automatically notifies users when a lead opens or replies to an email.
monday sales CRM is an end-to-end solution, providing tools for each step of the sales
lifecycle. Its lead management feature enables users to collect leads from multiple sources.
Custom and formula columns let users organize and qualify those leads, then automatically
score each lead based on predetermined criteria. Users can also customize the deals pipeline,
accelerate sales operations, and manage post-sales activities using the same solution.
Zoho CRM enables companies to connect with customers across multiple channels
including phone, email, live chat, and social media . It includes automation features that
improve task management and streamline the needed steps to nurture customer relationships.
Real-time reporting and insights allow users to measure performance and make better decisions.
Zoho CRM features omnichannel communication so customers can reach out to companies in
multiple ways including mentions on Twitter, live website chats, calls, and emails. Users
can manage all these communications using a single solution. Zoho also integrates
with help desk software to manage tickets and solicit feedback. Other tools to enhance contact
management are analytics and AI suggestions. The CommandCenter tool enables users to create
personalized customer journeys and brand experiences. Users can build checks and
balances using sets of rules to automatically link journeys with workflows. The software
has visual editors to easily create flexible journeys with multiple scenarios, and includes
collaboration tools, mobile apps, third-party integrations, and performance analytics.
Zoho CRM captures lead information with smart web forms, mobile business card scanners,
and live chats. Its AI-powered sales assistant automatically looks for more information for lead
data enrichment. Other features are scoring rules, pre-defined workflows for rep assignment,
email campaigns, and lead-to-deal conversions in one click.
So now that we know a bit about each option, how do they stack up against each other?
monday sales CRM is a more customizable solution and easier to set up and use.
Quality and response of support are also higher as reported by many customers in the marketing,
advertising, and manufacturing industries. Zoho CRM provides teams with multiple
communication channels to engage customers. It includes a comprehensive set of features
that includes customer journey orchestration, smart sales assistants, real-time reports,
and analytics that promote customer visibility and improve team performance.
That said, there are more CRM options out there. If you’re interested in either monday sales CRM or
Zoho CRM, you might also want to consider Salesforce, Oracle CRM,Sugar CRM, or Nimble.
For more information about project management software, tips, and tricks, visit our website at
project-management.com. If you found this video helpful, please give this video a thumbs up. Be
sure to subscribe, turn on notifications, and I’ll see you next time. Bye!