Sales CRM for B2C - Monday.com?

[ol]

Hi,

We are looking to move away from our current solution of a basic CRM built into the dialler software for our sales team.

I'm looking at options, and am considering Monday.com for the Admin side, and have been toying with the idea of also using it for the Sales CRM and linking to a dialler like 3CX.

Has anybody tried or discounted this idea? I'm not keen on Hubspot / Saleforce pricing, but am open to ideas if anyone can suggest anything?

We generally have around 100-200 leads drop in each week, 2 telesales agents at the moment, but will be rising to 8 agents and 1000+ leads each week by the end of the year, so we need something that can grow with us.

Thanks in advance

[Eric Mc]

I hope others understand what this request is about.

[ol]

Haha. Basically we are changing out internal system, and I need to know if there is a better option to the one I am looking at. Specifically for the sales side. Capiche?!

[skwdenyer]

If you’re doing lots of outbound, consider close.com

Most CRMs in my experience get in your way, require too much “driving” & get ignored to death so produce nothing much of use in terms of data.

Close takes a different approach. It works for some, not for others.

Monday from my examination so far looks like it’s trying to do too much across too many bases.

[grumbas]

Monday.com isn't bad as a project management tool, it's definitely not a CRM though...

Something like Zendesk might be better suited?

The trouble with off the shelf systems is they never quite do what you want - we built our own very light lead management tool and integrated it with 3CX.

[PugwasHDJ80]

We went through something similar.

Monday.com is must more of a proecjt management tool- really aimed at tech developed although you can repurpose it to anything- we tried to use it for a while but it didn't really fit our use case.

We dial from Hubspot now- its our main CRM and we have a couple of staff that make 40-60 outbound calls per day on it. We like that its integrated, fully functional, semi automated and reports well. Its also simple enough not to cause a faff with the staff- so they actually use it properly!

Cost isn't massive in the big scheme of things- especially when it just works!

[skwdenyer]

skwdenyer said:

If you’re doing lots of outbound, consider close.com

Most CRMs in my experience get in your way, require too much “driving” & get ignored to death so produce nothing much of use in terms of data.

Close takes a different approach. It works for some, not for others.

Monday from my examination so far looks like it’s trying to do too much across too many bases.

Just to add that close will integrate with phones (either use their dialler or hook i to many existing phone systems) & automatically log all your calls.

I don’t work for close - I used to be a customer.

[ol]

grumbas said:

Monday.com isn't bad as a project management tool, it's definitely not a CRM though...

Something like Zendesk might be better suited?

The trouble with off the shelf systems is they never quite do what you want - we built our own very light lead management tool and integrated it with 3CX.

Hope you don't mind but I've sent you a PM

[ol]

skwdenyer said:

If you’re doing lots of outbound, consider close.com

Most CRMs in my experience get in your way, require too much “driving” & get ignored to death so produce nothing much of use in terms of data.

Close takes a different approach. It works for some, not for others.

Monday from my examination so far looks like it’s trying to do too much across too many bases.

Thanks, will look into Close.

[ol]

PugwasHDJ80 said:

We went through something similar.

Monday.com is must more of a proecjt management tool- really aimed at tech developed although you can repurpose it to anything- we tried to use it for a while but it didn't really fit our use case.

We dial from Hubspot now- its our main CRM and we have a couple of staff that make 40-60 outbound calls per day on it. We like that its integrated, fully functional, semi automated and reports well. Its also simple enough not to cause a faff with the staff- so they actually use it properly!

Cost isn't massive in the big scheme of things- especially when it just works!

Thanks for this. Monday would suit the tracking of existing customers, so maybe I need to look at 2 separate systems - one for sales and one for Admin and ongoing customer tracking, and link them via Zapier or something like that.
Wen used to use Hubspot, but was a bit clunky, however we didn't use it for the sales side, just the customer tracking and storing of info... As you say, cost is worth it if it adds value...

[48k]

ol said:

Hi,

We are looking to move away from our current solution of a basic CRM built into the dialler software for our sales team.

I'm looking at options, and am considering Monday.com for the Admin side, and have been toying with the idea of also using it for the Sales CRM and linking to a dialler like 3CX.

Has anybody tried or discounted this idea? I'm not keen on Hubspot / Saleforce pricing, but am open to ideas if anyone can suggest anything?

We generally have around 100-200 leads drop in each week, 2 telesales agents at the moment, but will be rising to 8 agents and 1000+ leads each week by the end of the year, so we need something that can grow with us.

Thanks in advance

I developed a bespoke ERM system which includes an integration to 3CX so if you need any help/advice/want to chew the fat on 3CX get in touch.

[skwdenyer]

ol said:

Thanks for this. Monday would suit the tracking of existing customers, so maybe I need to look at 2 separate systems - one for sales and one for Admin and ongoing customer tracking, and link them via Zapier or something like that.
Wen used to use Hubspot, but was a bit clunky, however we didn't use it for the sales side, just the customer tracking and storing of info... As you say, cost is worth it if it adds value...

You’ve hit the nail on the head for the problem I currently have - CRMs all assume you’re just converting new leads into customers. Existing customers don’t fit the model. I right now want / need a single tool to do it all

[ol]

48k said:

I developed a bespoke ERM system which includes an integration to 3CX so if you need any help/advice/want to chew the fat on 3CX get in touch.

Much appreciated, and I will likely be in touch - What's an ERM, or was it a CRM typo?! . Overall are you happy with 3CX? A friend uses it in their call centre and sings its praises

Edited by ol on Thursday 24th June 15:24

[ol]

skwdenyer said:

You’ve hit the nail on the head for the problem I currently have - CRMs all assume you’re just converting new leads into customers. Existing customers don’t fit the model. I right now want / need a single tool to do it all

Monday.com seems to do this side in the way that we need it to, so we now either try to make Monday work for the sales side, or we use something like Hubspot that can do the sales side very well, and then link to Monday when a lead becomes a sale, and just use Monday for the admin / customer tracking side of things.

[grumbas]

ol said:

grumbas said:

Monday.com isn't bad as a project management tool, it's definitely not a CRM though...

Something like Zendesk might be better suited?

The trouble with off the shelf systems is they never quite do what you want - we built our own very light lead management tool and integrated it with 3CX.

Hope you don't mind but I've sent you a PM

Not at all, replied!

[PugwasHDJ80]

ol said:

PugwasHDJ80 said:

We went through something similar.

Monday.com is must more of a proecjt management tool- really aimed at tech developed although you can repurpose it to anything- we tried to use it for a while but it didn't really fit our use case.

We dial from Hubspot now- its our main CRM and we have a couple of staff that make 40-60 outbound calls per day on it. We like that its integrated, fully functional, semi automated and reports well. Its also simple enough not to cause a faff with the staff- so they actually use it properly!

Cost isn't massive in the big scheme of things- especially when it just works!

Thanks for this. Monday would suit the tracking of existing customers, so maybe I need to look at 2 separate systems - one for sales and one for Admin and ongoing customer tracking, and link them via Zapier or something like that.
Wen used to use Hubspot, but was a bit clunky, however we didn't use it for the sales side, just the customer tracking and storing of info... As you say, cost is worth it if it adds value...

we use hubspot to track existing customers

it tracks quotes, problems, conversations and contacts very well.

its not good at project management however..... depends what you need.

We are yet to find a good customer management tool.

[ol]

PugwasHDJ80 said:

we use hubspot to track existing customers

it tracks quotes, problems, conversations and contacts very well.

its not good at project management however..... depends what you need.

We are yet to find a good customer management tool.

Thanks - we used to use Hubspot for this, but then found some other software to do most of it, so moved away from Hubspot. I think Monday would work well for us for the admin side, but the sales CRM is where I'm stuck. Been looking at Saleforce / Hubspot / Zendesk etc but they all seem to be set up for B2B. We need something that can handle large volumes and is geared towards B2C in a call centre style.

[48k]

ol said:

48k said:

I developed a bespoke ERM system which includes an integration to 3CX so if you need any help/advice/want to chew the fat on 3CX get in touch.

Much appreciated, and I will likely be in touch - What's an ERM, or was it a CRM typo?! . Overall are you happy with 3CX? A friend uses it in their call centre and sings its praises

Edited by ol on Thursday 24th June 15:24

ERM - Enterprise Resource Manager. It's a web-based system that runs a manufacturing business. Every stage from customer enquiry, design, manufacturing, stock management, factory monitoring, delivery scheduling, invoicing etc. It's hooked in to 3CX so that for example when the phone rings, the software figures out who it thinks is calling, finds their current jobs and pops up a notification to the person it thinks is the best one to answer the call - eg. if the latest activity for the customer is an invoice it will popup a notification on the finance persons screen saying "its customer XYZ calling, possibly about invoice 123" with a link that they can click on to open the invoice on the screen.

The main client for my system originally had a Panasonic voip system and they moved to 3CX about 18 months ago as it provided more flexibility with everyone WFH due to the pandemic. It's night and day better than the Panasonic system. Easy to set up and configure and there is lots of online help available.

[ol]

48k said:

ERM - Enterprise Resource Manager. It's a web-based system that runs a manufacturing business. Every stage from customer enquiry, design, manufacturing, stock management, factory monitoring, delivery scheduling, invoicing etc. It's hooked in to 3CX so that for example when the phone rings, the software figures out who it thinks is calling, finds their current jobs and pops up a notification to the person it thinks is the best one to answer the call - eg. if the latest activity for the customer is an invoice it will popup a notification on the finance persons screen saying "its customer XYZ calling, possibly about invoice 123" with a link that they can click on to open the invoice on the screen.

The main client for my system originally had a Panasonic voip system and they moved to 3CX about 18 months ago as it provided more flexibility with everyone WFH due to the pandemic. It's night and day better than the Panasonic system. Easy to set up and configure and there is lots of online help available.

Great, thank you for taking the time to reply. Sounds like your system is ideal for what you need. I think we will end up going bespoke eventually, but need something ASAP that can take us through the next 6-12 months. I love the idea of being able to route to the most appropriate person, and pull up their record automatically. That would definitely help us. I've discounted Hubspot / Salesforce and Monday for the sales side now, as we need something more suited to a call centre, and just accept that we need to have separate software for the sales and the admin sides.

[48k]

ol said:

48k said:

ERM - Enterprise Resource Manager. It's a web-based system that runs a manufacturing business. Every stage from customer enquiry, design, manufacturing, stock management, factory monitoring, delivery scheduling, invoicing etc. It's hooked in to 3CX so that for example when the phone rings, the software figures out who it thinks is calling, finds their current jobs and pops up a notification to the person it thinks is the best one to answer the call - eg. if the latest activity for the customer is an invoice it will popup a notification on the finance persons screen saying "its customer XYZ calling, possibly about invoice 123" with a link that they can click on to open the invoice on the screen.

The main client for my system originally had a Panasonic voip system and they moved to 3CX about 18 months ago as it provided more flexibility with everyone WFH due to the pandemic. It's night and day better than the Panasonic system. Easy to set up and configure and there is lots of online help available.

Great, thank you for taking the time to reply. Sounds like your system is ideal for what you need. I think we will end up going bespoke eventually, but need something ASAP that can take us through the next 6-12 months. I love the idea of being able to route to the most appropriate person, and pull up their record automatically. That would definitely help us. I've discounted Hubspot / Salesforce and Monday for the sales side now, as we need something more suited to a call centre, and just accept that we need to have separate software for the sales and the admin sides.

Just to be clear - I run a software development company - I wrote the system for a client to meet their needs and have also sold it to a couple of other clients. One of those clients has it customised to integrate with 3CX.

I'm really impressed with 3CX, can't recommend it highly enough.