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 Zoho CRM and Monday to help you find your CRM diamond in the rough.
To kick things off, Zoho 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 Zoho CRM?
Zoho CRM is a robustly automated solution for customer-facing teams of different sizes. Salespeople using Zoho CRM can be hands-on with customers thanks to the CRM handling more administrative tasks but Zoho offers personalised solutions to that end so it’s automation and workflows that work for you – not the other way around.
Available in 28 languages, Zoho prides itself on the fastest enterprise CRM installation on the market so if you’re thinking of switching to them, we would say scratch ‘time loss’ off your list of cons in moving over to Zoho for your customer relationship management needs. With its comprehensive and forecasting analytics tools, you can also get valuable insights into customer support metrics and quickly identify 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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