Tag: Software

Look, Starting and growing a small business is hard enough as is.

You don’t need to add any additional layers of stress in your life by not systematizing and organizing all your customers, sales, and interactions in one place.

If you want to get serious about your company’s future and growth, it’s time to throw away the note pads with customer’s phone numbers you can hardly read and the outdated paper invoices and folders.

You know who you are! I’m talking to the guy who has all his receipts, customer phone numbers, and invoices thrown on the dashboard of the truck.

You basically look like a homeless person sleeping in your car – not a good look. Let’s change that!

You need to understand that the list of simplicity that using a CRM affords you is a long one, and very valuable.

So what exactly is a CRM? A CRM (Customer Relationship Management) is an automated system used to manage all aspects of the relationship with a customer.

CRMs are generally designed to help track, organize and analyze all interactions between an organization and its customers.

CRMs provide businesses with detailed information about their customers’ history so they can personalize future messages, target promotions, and design customized products.

Many CRMs also include software that helps you recognize which customers are most profitable, how loyal your best customers are, which marketing or advertising campaigns produce results, whether or not your employees follow up consistently with every customer — plus lots more.

There’s no doubt that CRMs can save business owners valuable time by keeping them organized and up-to-date on a company’s sales activity and customer demands.

CRMs also save money by helping to identify and track the best customers, rewarding them with speedy service and profitable deals. CRMs are extremely effective tools for small businesses as well as large corporations.

CRM software provides you with a central place to manage your contacts, schedule appointments, make notes about follow-up activities, share files, and even send email or text messages directly from the CRM.

Most CRM software has calendars that let you view all of your meetings, deadlines, and tasks in one place so you can easily prioritize what needs your attention right now.

Not sure where to start?

First, you need to understand that there are many CRM’s out there in the marketplace that serve all different types/sizes of clients.

If you are a small business owner or entrepreneur doing between $0-$1,000,000 in revenue. Monday.com could be your best bet – so read on.

Monday.com CRM

The image above is an actual shot from our own CRM. We have removed certain columns for customer’s privacy as well as a few other key metrics.

This is fully customizable, and it’s as easy to use as a spreadsheet!

If you are looking for a CRM that will grow with you & your team, Monday.com has the perfect CRM package for your business.

They understand that every company is different so they built their CRM with customization in mind.

The best part is, you do not need to have any programmers or developers in your back pocket to build this out for you or make changes.

Monday.com CRM is ideal for small businesses that want to manage and track their leads. It’s also great for businesses who want to collaborate with their team on projects in real-time.

Monday CRM is cloud-based, so it’s easy to access from anywhere. It also integrates with other popular applications, such as Google Apps and Salesforce.com.

For those of you that are unfamiliar with cloud-based solutions. Here is a run-down for you, as it is important to understand.

Cloud-based technology refers to the ability to access and use information or applications over the Internet. This means that instead of having software installed on your computer, you can access it, or store it, on a remote server.

Examples of this technology include consumer services such as Dropbox, Google Docs, and Microsoft Office 365.

You can easily build workflows by integrating Monday with your favorite apps like Slack or Google Drive. Monday also has integrations with Gmail, Salesforce, Quickbooks Online, Outlook & more.

If you are looking for a CRM solution that was made specifically for teamwork inside of sales teams and other orgs within your company, then this is the CRM you should be looking into.

They also provide a mobile app, so you can access your information on the go. Finally, Monday has a built-in reporting feature to help you analyze data and make informed decisions for your business.

This part is actually my favorite part about the service. Having access to the mobile app saved us many times over by being able to do quick customer look-ups on the road, re-routing our drivers at a moment’s notice, and double-checking if order payments were complete.

User Interface/User Experience.

The Monday.com user interface is intuitive and easy to use, as well as visually pleasing with simple navigation, that enables users to easily see existing projects or new tasks.

One of the features that I liked most was the communication log which makes it convenient for businesses that have more than one person handling communication.

Oftentimes, tasks can be duplicated which can lead to several issues along the way. This is especially true for sales leads that are coming in.

On multiple occasions, there can be double communication to clients on delivery times or order confirmations.

Even worse, one rep could be telling a client one price, and later a second rep could be reaching out saying a separate price. This is common with service-based business transactions.

It also stops more than one rep “working” an account, to avoid further confusion and potential issues with crediting a certain rep to a sale. This is due to all conversations and data being time-stamped within the app.

In addition, you are able to see a full communication history that the team members are having by double-checking their conversations that are compiled in a single thread.

That way, you are able to provide more efficient feedback and correctly prioritize requests from clients based on the overall conversation.

What is the Price Range?

Monday.com pricing depends on many factors.

To start out, they do have free plans for small businesses. The service is easy to use and can be customized to fit the needs of any business.

The free plan includes all of the features of the paid plans, so businesses can get started quickly and easily without having to worry about finances.

The pricing of monday.com is going to depend on the company size since they base the amount you pay on the number of seats your company needs.

As you can see below in the photo each price is based per seat. Most small businesses have between 1-10 employees.

One thing to mention. The smallest amount of seats you can have is 3, even if you don’t have 3 employees.

Depending on that you are looking at between $24-$80/month depending on your team size. I can’t begin to tell you how worth it this is for you to utilize.

Monday.com has worked great for our small business and it can for you too!

Happy Hunting!