Customer relationship management is a mouthful. That’s why it didn’t take long for the acronym CRM to take hold. CRMs are all about economically managing customer interactions.
By replacing the administrative layers of spreadsheets, databases, and various apps, CRMs offer an accessibly human way to manage (a lot of!) data.
It's a powerful tool that helps sales, marketing, and customer service teams work smarter. With happy clientele, the perks of a CRM system stretch well beyond your company’s in-house practices. Consider the benefits that are:
- Real-time lead data capture through website interactions.
- Clean visuals that help identify and forecast sales performance.
- More time for sales to nurture leads with automation carrying out administrative tasks.
- More hands-on customer experience that boosts user retention.
If you're looking to streamline lead management and automate internal workflows, using a CRM for your business would make for good business. So how do you know which is the best fit for you? In that spirit, let's take a closer look at popular CRMs Microsoft Dynamics CRM and Monday to help you find your CRM diamond in the rough.
To kick things off, Microsoft Dynamics CRM and Monday both offer tools that simplify team management, even for those without technical expertise. Both platforms also provide a range of features that cater to different requirements, affording CRM users the flexibility to experiment with management styles.
What is Microsoft Dynamics CRM?
Microsoft Dynamics CRM comes as a cloud offering or on-premise installation, making it an immediate standout in the crowded CRM space. Companies of any size can benefit from its automation advantages and Microsoft’s in-tool flexibility.
Available in many languages, the Dynamics CRM is uniquely offered in a 365 package that corresponds to the team(s) using it. For example, Dynamics 365 is sold in Marketing, Sales, Small and Medium Business, Supply Chain, and Service versions. Back by Microsoft’s comprehensive analytics, Dynamics users will be garnering valuable insights into customer support metrics to then pinpoint areas for improvement.
What is Monday?
Monday (often stylised monday) is a well-branded CRM solution for customer-facing teams. Monday delivers the industry standard on lead capturing, email sync, sales pipeline oversight, and performance tracking. Salespeople using Monday can definitely look forward to being more hands-on with customers owing to Monday’s CRM handling more redundant customer management tasks.
Monday’s enterprise solution comes with HIPAA compliance and a really well built-out user permissions and security setup, so it’s easy to see how Monday’s sales CRM benefits teams of all sizes.
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