Salesforce 与 Monday CRM：2025 年，哪一个适合您？

优胜者

9.0

• 星期一 人工智能
• 集成中心
• Smart Workflow Automation
• 看板
• 甘特图
• 提供免费计划
• 付费计划，每月 12 美元起

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亚军

7.5

• 超强销售云
• 个性化外联
• 商务云
• 客户支持跟踪
• 酷炫的电子邮件模板
• 提供免费计划
• 付费计划起价为 $25/月

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Feeling lost in the sea of CRMs? You’re not alone.

Choosing between 销售团队 和 周一 客户关系管理 can feel like choosing between a rocket ship and a super-powered bike.

Maybe you’re worried about spending too much on features you won’t use. 

This article breaks down the Salesforce 与星期一 客户关系管理 battle so you can decide which fits your business best. 

We’ll look at the key differences, the prices, and who each 客户关系管理 is perfect for. Let’s make this easy!

概述

We’ve put both Salesforce and Monday 客户关系管理 through their paces.

Our team tested each platform, exploring their features, usability, and overall performance in real-world sales scenarios.

This hands-on experience forms the basis of our comparison.

Join over 150,000 teams worldwide that rely on Monday.com to streamline their workflows and boost productivity.

9满分 10 分

定价： 它有一个免费计划。高级计划起价为 $12/月。

主要特点：

• Google Workspace 集成
• Automated Data Entry
• Visual Pipeline Management

Try Monday CRM For FREE 阅读完整评论

Ready to explore the world’s leading 客户关系管理? Sign up for a free trial of Salesforce today! Access real-time data to gain valuable insights.

7.5满分 10 分

定价： 它有免费计划。高级计划起价为每月 25 美元。

主要特点：

• 潜在客户管理
• Sales Forecasting
• 工作流程自动化

免费试用 Salesforce 阅读完整评论

What is Monday CRM?

周一 客户关系管理 is different. It’s built for visual project management.

Think of it as a flexible workspace. It’s user-friendly and lets you track sales, leads, and customer interactions.

Also, explore our favorite Monday CRM alternatives…

周一 CRM

9.0

Join over 150,000 teams worldwide who rely on Monday.com to streamline their workflows & boost productivity. Explore the platform’s full potential.

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主要优点

• Visual Workflows: See your projects come to life with colorful boards and timelines. It’s like a Kanban board on steroids!
• Easy Collaboration: Share boards with your team, assign tasks, & keep everyone on the same page. No more endless email chains!
• Tons of Integrations: Connect Monday CRM with your favorite apps, such as Gmail, Slack, and Zoom.
• Customizable Templates: Get a head start with pre-built templates for marketing campaigns, content calendars, and more.

定价

Monday CRM offers a free plan for individuals, but to get the most out of it, you’ll want a paid plan. Here’s the breakdown:

• 基本的：12 美元/座位/月。
• 标准: $17/seat/month.
• 专业版: $28/seat/month.
• 企业：根据您的需求定制价格。

什么是 Salesforce？

Salesforce. You’ve probably heard of it. It’s a big name in CRM.

Think of it as a super-powered tool. It helps businesses manage customer relationships and does a lot more.

此外，探索我们最喜欢的 Salesforce 替代品…

销售团队

7.5

准备好了解 Salesforce 的功能了吗？立即开始免费试用并体验一下！

免费试用 Salesforce 阅读完整评论

主要优点

• 行业领导者： Salesforce 在 CRM 市场上占据主导地位是有原因的。
• 高度可定制： 量身定制 Salesforce，满足您的确切需求。
• 庞大的生态系统 与数以千计的应用程序和服务集成。
• 可扩展的解决方案： 发展业务的同时，CRM 也不会过时。

定价

Salesforce 提供各种计划以满足您的预算需求：

• 启动套件： 每月 $25/用户
• 专业套件 每月 $100/用户
• 企业： $165/用户/月
• 无限： 每月 $330/用户
• 爱因斯坦 1 号销售： 每月 $500/用户

功能比较

Let’s examine the core differences. We’ll compare key features and show how each platform handles critical sales tasks.

This breakdown will help you determine which 客户关系管理 软件 fits your business needs better.

1. Lead Management

• Salesforce：
  • 提供强大的 lead management 能力。
  • Allows detailed lead scoring and tracking.
  • Integrates well with marketing and customer 数据
• 周一 CRM：
  • Provides visual pipeline management.
  • Focuses on easy lead tracking within boards.
  • Make it easy to assign and follow up on leads.

2. Workflow Automation

• Salesforce：
  • Offers powerful 工作流程自动化 through Process 建造者 and Flow.
  • Can customize complex sales process automation.
  • Automation features extend across the entire 套间.
• 周一 CRM：
  • Offers simple, visual 工作流程自动化.
  • monday.com automations are very user-friendly.
  • Automations are built around boards and actions.

3. Sales Analytics

• Salesforce：
  • Provides extensive 销售额 analytics and reporting.
  • Offers advanced 销售预测 工具。
  • Allows for deep data analysis.
• 周一 CRM：
  • Offers basic sales analytics and dashboards.
  • Focuses on visual reporting.
  • Monday sales crm offers quick pipeline overviews.

4. CRM Platform Integrations

• Salesforce：
  • Offers a vast ecosystem of integrations.
  • Easily integrate with other business tools.
  • AppExchange provides thousands of apps.
• 周一 CRM：
  • Offers a growing number of integrations.
  • 与流行的 work 管理工具。
  • Integrates with Hubspot.

5. Customization

• Salesforce：
  • Highly customize the entire 客户关系管理系统.
  • Tailor fields, layouts, and processes.
  • Use Salesforce to build concrete solutions.
• 周一 CRM：
  • Offers visual customize through boards and columns.
  • Quickly adapt boards to specific sales teams’ needs.
  • 定制 is focused on visual workflows.

6. Sales Forecasting

• Salesforce：
  • Provides advanced 销售预测 with AI-powered insights.
  • Offers detailed forecast reports and dashboards.
  • Powerful management 工具 for forecasting.
• 周一 CRM：
  • Offers essential 销售预测 within dashboards.
  • Provides visual 销售预测 based on pipeline stages.
  • Limited advanced forecasting abilities.

7. Management Tools

• Salesforce：
  • Offers comprehensive management 工具 for large enterprises.
  • Provides granular access controls and user management.
  • Strong CRM solutions for large teams.
• 周一 CRM：
  • Offers user-friendly management tools for small to medium-sized businesses.
  • Focuses on collaborative team management.
  • Easy to manage teams and boards.

选择 CRM 软件时要注意什么？

• 可扩展性： 客户关系管理系统能否与企业共同成长？
• 易于使用： Is the interface intuitive for your team?
• 一体化： 它能与现有工具连接吗？
• 定制： Can you tailor it to your specific needs?
• 支持： Does the vendor offer reliable customer support?
• 预算： Does the pricing align with your financial capabilities?
• 具体特点 Does it have the key features your business needs?
• 移动可访问性： Can your team access the CRM on the go?
• 数据安全： How well does the CRM protect your sensitive data?
• 报告和分析： Does it provide the insights you need to make informed decisions?
• 培训和入职： How easy is getting your team up to speed?
• 供应商声誉： What are other users saying about the software and the vendor?

最终裁决

So, which one wins? It depends on your needs.

For large 销售团队 needing deep customization and powerful analytics, Salesforce CRM is the top choice.

Yes, it’s complex and pricey, but it’s a powerhouse.

If you need a visual, easy-to-use CRM, Monday CRM is great.

It’s perfect for teams that want quick setup and simple workflows. We’ve tested both, and our choice depends on what you value most.

We’ve worked hard so you can pick the right tool and get back to growing your business.

Ultimately, your choice should align with your business goals.

Consider your team’s technical skills and your budget. Don’t be afraid to try free trials or demos before deciding.

Take your time, and pick the CRM that helps your team shine.

免费试用 Salesforce 阅读完整评论

Try Monday CRM For FREE 阅读完整评论

More of Salesforce

以下是 Salesforce 与这些软件解决方案的简要比较：

• Salesforce vs Gohighlevel: Salesforce 是企业级 CRM，具有广泛的定制功能，是大型企业的理想选择，而 GoHighLevel 则提供一体化的营销和销售平台，通常受到小型企业和机构的青睐。
• Salesforce vs Pipedrive: Salesforce 是一款适用于销售、营销和服务的综合性、高度可定制的 CRM，而 Pipedrive 则侧重于直观的可视化销售管道管理，以简化销售流程。
• Salesforce vs Keap: Salesforce 为各种规模的企业提供了一个庞大的、可定制的 CRM 生态系统；Keap 则提供集成的销售和营销自动化，尤其适合小型企业。
• Salesforce vs ActiveCampaign: Salesforce 是一款广泛的企业级 CRM，具有强大的销售自动化功能，而 ActiveCampaign 则在营销自动化、电子邮件营销和客户旅程可视化方面表现出色。
• Salesforce vs Hubspot: Salesforce 强调深度定制和强大的报告功能，以满足复杂的业务需求，而 HubSpot 则提供集成的营销、销售和服务工具套件，界面更加友好。
• Salesforce vs Clickfunnels: Salesforce 是一款用于管理客户关系和销售的综合 CRM；ClickFunnels 则是专门设计的销售漏斗生成器，用于引导客户完成转换。
• Salesforce 与 Folk: Salesforce 是一款高度可扩展、功能丰富的客户关系管理软件，适用于复杂的运营和大型企业；Folk 则是一款更简单的协作式联系人管理和关系建立工具。
• Salesforce vs Instantly: Salesforce 是一个广泛的客户关系管理平台，涵盖客户管理的各个方面；Instantly 擅长自动 冷电子邮件推广 并为有针对性的宣传活动提供线索。
• Salesforce vs ClickUp: Salesforce 是一款功能强大的专用 CRM，用于管理客户互动和销售流程；ClickUp 是一款多功能工作管理平台，在其更广泛的项目管理工具中包含了 CRM 功能。
• Salesforce vs Capsule: Salesforce is an enterprise-grade CRM suitable for large organizations with complex needs; Capsule CRM is a simpler, user-friendly CRM, ideal for small to medium-sized businesses focused on core contact and sales tracking.
• Salesforce 与 Insightly: Salesforce 提供了一个全面、高度可定制的 CRM，可满足不同的业务需求；Insightly 提供了一个多功能的 CRM，集成了项目管理功能，因其易于使用而经常受到中小型企业的青睐。
• Salesforce vs Freshsales CRM: Salesforce 是一款高度可定制、可扩展的 CRM，为大型企业提供高级功能；Freshsales CRM 则侧重于人工智能驱动的销售洞察力和自动化，以简化销售管理，通常是小型团队的首选。

More of Monday CRM

Here’s a brief comparison of Monday CRM with these software solutions:

• Monday CRM vs Gohighlevel: Monday CRM offers visual project management and team collaboration for diverse workflows. At the same time, 晋升 is an all-in-one platform emphasizing sales and marketing automation with lead generation capabilities.
• Monday CRM vs Pipedrive: Monday CRM is a versatile work operating system with robust project and team management. Pipedrive is a sales-focused CRM known for its visual pipeline management and deal-closing features.
• Monday CRM vs Keap: Monday CRM provides highly customizable visual workflows for team collaboration and customer management, while Keap offers powerful sales and marketing automation designed for small businesses.
• Monday CRM vs ActiveCampaign: Monday CRM focuses on visual collaboration and customizable dashboards for project and customer relationship tracking, whereas ActiveCampaign excels in advanced email marketing automation, segmentation, and detailed analytics.
• Monday CRM vs Hubspot: Monday CRM offers a flexible, visual platform for managing projects and customer data, while HubSpot provides a comprehensive suite of marketing, sales, and customer service tools.
• Monday CRM vs Clickfunnels: Monday CRM is a flexible work OS with strong CRM capabilities; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales conversion processes.
• Monday CRM vs Folk: Monday CRM provides highly customizable visual workflows and collaboration for diverse teams; Folk focuses on intuitive, collaborative contact management and enrichment with a simple interface.
• Monday CRM 与 Instant CRM: Monday CRM is a flexible work OS with CRM functionalities for visual pipeline management; Instantly specializes in automated 冷电子邮件 outreach and high-volume lead generation.
• Monday CRM 与 ClickUp: Monday CRM prioritizes visual and user-friendly project and work management; ClickUp is an all-in-one productivity platform offering extensive features for task management, CRM, and more.
• Monday CRM 与 Capsule CRM: Monday CRM provides extensive customization for workflows and projects, integrating CRM functionalities; Capsule CRM is a simpler, more affordable contact manager primarily focused on sales tracking.
• Monday CRM vs Insightly: Monday CRM offers a highly customizable platform for managing projects and customer relationships, whereas Insightly provides a more traditional CRM with integrated project management.
• Monday CRM vs Freshsales CRM: Monday CRM is a versatile work OS with CRM features for customizable tracking. At the same time, Freshsales CRM is a dedicated sales CRM with AI-powered lead management and automation.

常见问题