Customer relationship management doesn’t roll off the tongue. That’s why it didn’t take long for the acronym CRM to take hold. CRMs are all about managing customer interactions – and almost as fast as it is to say the three simple letters C-R-M.
By combining spreadsheets, databases, and various apps, CRMs offer an accessibly human way to manage (a lot of!) data.
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 across channels.
- Visual oversight that helps identify and forecast revenue changes.
- More time for sales teams to nurture leads thanks to backend automation.
- More hands-on customer experience that lends itself to user retention.
If you're looking to streamline lead management and automate internal workflows, using a CRM for your business makes for good business. But how do you know which is the best fit for you? In that spirit, let's take a closer look at popular CRMs Monday and Airtable to help you find your CRM diamond in the rough.
Kicking things off, Monday and Airtable 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 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.
What is Airtable?
Airtable has staked their CRM success on their background in relational databases that centralise all the moving parts of the sales funnel. Their CRM template offers the flexibility of a personalised view so salespeople can focus on only their calendar one moment and the next, select for accounts only in closing stages.
Suitable for different goals from those of a freelancer to enterprise, Airtable’s all about bending and adapting to whatever your company needs and however your salespeople want to work. One of our favourite aspects is Airtable’s custom scripting block that checks account contact info for discrepancies or errors so you can ensure everything you have for customer data is accurate.
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