Salesforce vs Monday CRM

Looking for a new CRM? Salesforce and Monday CRM often stand out as popular options, each offering distinct advantages tailored to different business needs. Salesforce is renowned for its comprehensive ecosystem, making it ideal for large enterprises seeking advanced features and scalability. Monday CRM is favored by small teams for its user-friendly interface and focus on contact and deal management. In this blog post, we'll explore the key features, pricing, and benefits of both platforms to guide you in selecting the right CRM for your organization. Additionally, we'll introduce folk as a compelling alternative.

What is Salesforce?

Salesforce is a robust CRM platform for large enterprises, offering tools for sales, marketing, service, and analytics, with extensive scalability.

Key features of Salesforce

• Comprehensive ecosystem: A unified platform offering CRM, marketing automation, customer service, and custom app development, suitable for the varied needs of large enterprises.
• Customization and scalability: Salesforce is highly customizable and scalable, allowing large organizations to tailor the platform to complex workflows and manage significant growth.
• Artificial intelligence (AI) integration: Salesforce Einstein offers AI-driven analytics and automation, providing insights that help large businesses optimize their strategies.
• Extensive integration capabilities: With Salesforce's AppExchange, large companies can integrate the platform with a wide range of third-party applications, ensuring seamless operation across different business systems.
• Enterprise-grade security and compliance: Salesforce provides robust security measures and compliance features, critical for large organizations handling sensitive customer data.
  

What is Monday CRM?

Monday CRM is a sales focussed customer relationship management platform built by the team behind Monday.com, designed to help sales teams manage contacts, sales pipelines, and workflows.

Key features of Monday CRM

• Contact management: Provides a central place to store and organize contact details, track communications, and maintain records of interactions with clients and leads.
• Deal management: Allows users to track the progress of deals across stages, helping teams monitor the sales pipeline and update deal statuses as they progress.
• Task management: Users can create tasks related to deals or contacts, assign them to team members, and track their completion to ensure follow-up actions are taken.
• Lead tracking: Features tools for capturing and managing leads, assigning them to team members, and tracking their progress through different stages of the sales funnel.
• Pipeline customization: Enables users to customize their sales pipelines to align with specific business processes, allowing different stages and workflows based on deal progression.

Salesforce vs. Monday CRM: Feature Comparison

Let's break down the key features of these two CRM software solutions, focusing on sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Both platforms offer robust tools for managing sales pipelines, but the choice between them may depend on the level of customization required and the specific needs of your sales team.
Salesforce's pipeline management feature, known as Pipeline Inspection, provides a comprehensive view of sales opportunities by consolidating key metrics, deal changes, and AI-powered insights into a single interface. This allows sales teams to make informed decisions quickly and efficiently.
Monday CRM’s pipeline feature allows users to track the progress of deals and opportunities through customizable stages. The pipeline can be configured to match specific sales processes, with stages representing different phases of a deal. This flexibility enables teams to tailor the CRM to their unique workflows, ensuring that all sales activities are aligned with business goals.

2. Ease of use

Salesforce offers a comprehensive but complex user interface that may require a learning curve, especially for new users. In contrast, Monday CRM is designed with simplicity in mind, providing an intuitive and user-friendly interface that allows users to quickly navigate and manage their tasks without extensive training.

3. Contact enrichment

Salesforce's contact enrichment feature leverages tools such as the Data Cloud to automatically enhance and update contact records in real time, drawing from verified data sources like LinkedIn and InsideView to provide real-time updates. Monday CRM currently has a data enrichment app in beta mode.

4. Outreach

Salesforce's outreach solution is powered by its AI capabilities, particularly through the integration of Einstein AI and their Outreach list that allows users to see cross-sales paths and leads they need to engage with. Monday CRM also allows you to do outreach campaigns, and has a template library and AI assisted support.

5. Automation

Salesforce offers robust automation features designed to streamline business processes, including workflow rules, flow builders, and AI automation through Einstein AI. Monday CRM provides basic automation for tasks like updating deal statuses and sending notifications, but its capabilities are more limited compared to Salesforce's advanced tools.

6. Integration

Salesforce integrates with a wide range of third-party applications through its AppExchange marketplace, allowing users to connect tools for marketing automation, customer service, analytics, project management, and finance. Popular integrations include platforms like Slack for team collaboration and Mailchimp for email marketing. Monday CRM also provides access to basic third party applications to help their users create a smoother workflow.

7. Artificial Intelligence

Salesforce CRM integrates AI through its Einstein platform, which enhances decision-making by providing predictive analytics, intelligent recommendations, and automated insights. It helps automate tasks such as lead scoring and opportunity forecasting. Monday CRM has an AI based email generator that helps you compose sales emails.

Price and plans comparison

Let's take a closer look at the price and plans of both Salesforce and Monday CRM.

Salesforce prices

Salesforce has a few price plans depending on your use case. Below is an overview of their sales cloud plan.

• Starter suite: $25/user/month provides basic CRM features for small businesses
• Pro suite: $80/user/month includes advanced tools for growing businesses
• Enterprise plan: $165/user/month offers extensive customization and automation for large companies
• Unlimited plan: $330/user/month provides comprehensive features for large enterprises
• Einstein 1 Sales: $500/user/month provides AI-driven insights and advanced features for large enterprises

Monday CRM prices

Monday CRM offers both a monthly and annual subscription plan. All their plans depend on the size of your team and starts with a 3 seat option.

• Basic: Starts from $12 per seat, per month.
• Standard: Starts from $17 per seat, per month.
• Pro: Starts from $28 per seat, per month.
• Enterprise: Undisclosed.

Introducing folk CRM: the best alternative to Salesforce and Monday CRM

Looking for an affordable alternative? We recommend folk. There is a reason why folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system.

Key features

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

Salesforce vs. Monday CRM: What's the verdict?

It's clear that both Salesforce and Monday CRM offer robust solutions tailored to different organizational needs. Salesforce excels in providing a comprehensive, scalable platform ideal for large enterprises with complex requirements. On the other hand, Monday CRM is a more accessible option for smaller teams seeking straightforward pipeline management. However, for companies that need a more personalized approach to relationship management, folk provides a flexible alternative to these traditional CRM options, blending ease of use with customization. Try folk today, free.