Skip to main content

monday.com Sales CRM and Salesforce are two fantastic cloud-based platforms that empower companies to streamline their operations, boost customer service, enhance sales, and dive into analytics.

We’re here to help you figure out which one’s your ultimate match! So, let’s dive in and discover how they both shape up!

monday salesforce

Let’s Talk Features

Salesforce definitely packs a punch with it’s extensive array of features, which is awesome if you’re a huge enterprise searching for a toolbox full of options. However, for many businesses, the perfect CRM blends simplicity with functionality, and that’s precisely where monday.com Sales CRM shines!

The packages also differ somewhat. For example, monday.com Sales CRM offers a built-in AI assistant at no extra cost, while Salesforce’s Einstein GPT adds an additional expense.

We all know how big AI is becoming and how much it can transform your daily workload, and monday.com are definitely the frontrunners here.

=

The Support Comparison

Let’s face it, when it comes to customer support, it can make or break your platform experience. Accessible resources and personalized assistance can make the learning curve a breeze. 

monday.com CRM Support

monday.com CRM is jam-packed with resources to help you get acquainted with the platform. From quick articles, videos, webinars, and even a knowledge base forum, you can connect with fellow users and dive into discussions.

For users, there’s 24/7 customer support with a ticketing system, and Enterprise plan users even get their very own dedicated customer success manager. Win-win.

Salesforce Support

Salesforce offers a range of contact options, including online forms and 24/7 phone support. They also offer various learning resources.

The level and type of support you get does depend on your plan however. These plans might be included in your subscription or charged separately, and they can offer expert coaching and account management. 

=

The Price Tag

When it comes to CRM, pricing is definitely a significant factor to consider. And guess what? monday.com Sales CRM not only offers more affordable plans, but it also includes all the features you need in your subscription. With Salesforce, costs can differ to enjoy similar functionality.

Here’s a quick peek at what you can expect from both platforms in terms of pricing.

monday.com Sales CRM Pricing

monday.com Sales CRM offers four tiers of paid plans and a free 14-day trial. Let’s break them down:

  • Basic: Just $10/seat/month, featuring unlimited pipelines, contacts, and boards, a dashboard based on 1 board, and unlimited free viewers.
  • Standard: For $14/seat/month, you get everything from the Basic plan plus email integrations, advanced account management, quotes and invoices, 250 custom monthly CRM automations and integrations, and a dashboard that combines 5 boards.
  • Pro: Priced at $24/seat/month, it includes all the previous plans’ features along with sales forecasting, email templates, sales analytics, 25,000 monthly CRM automations and integrations, and a dashboard combining 10 boards.
  • Enterprise: The pricing is customized, but it encompasses all the features from previous plans, like lead scoring, team goals, advanced analytics, enterprise-scale automations and integrations, multi-level permissions, and HIPAA compliance.

Salesforce Pricing

Salesforce offers four tiered paid plans, in addition to a 30-day free trial. Here’s what you’ll find:

  • Starter: $25/user/month, perfect for small teams with simplified onboarding, lead management, and account management tools.
  • Professional: At $75/user/month, this plan suits sales teams, offering customizable reports and dashboards, forecasting, and quoting and contracting tools.
  • Enterprise: Priced at $150/user/month, it’s ideal for sales teams looking for support in analytics, API, pipeline management, advanced permissions, and workflow and approvals.

=

Salesforce vs. monday.com Sales CRM: Finding Your Perfect Match

In the end, most businesses want a CRM that’s simple, straightforward, functional, and customizable. That’s why we believe monday.com Sales CRM caters to a broader range of business needs. While Salesforce is undoubtedly reliable and used by businesses worldwide, its steep learning curve and higher costs can make it less accessible for some. What’s even better, with monday.com Sales CRM’s Salesforce integration, you don’t have to choose between them.

monday.com Sales CRM is versatile, fitting the needs of small teams and enterprises alike. It’s scalable to suit both your budget and your requirements. And just check out the glowing customer reviews! Users love monday.com Sales CRM for its intuitiveness and essential work tool capabilities. So, why wait? Dive into the monday.com Sales CRM experience today!

Click here to get your FREE trial and see how Worktables can help boost your monday.com experience. 

Leave a Reply