Salesforce vs. monday: Definitive Comparison

In today’s business world, using a top CRM software is no longer optional; it’s critical for success. A good customer relationship management (CRM) software will help you expedite your business growth by streamlining your workflows, boosting sales and improving customer engagement.

However, given the plethora of options available, choosing the right tool can be hard. In this article, we will dive into a detailed comparison of two popular CRM platforms, which we’ve covered extensively in our Salesforce CRM review and monday Sales CRM review. This guide offers helpful insights so you can make an informed choice that best suits your business needs.

Let’s now dive into a detailed comparison of the two platforms.

Both Salesforce and monday Sales CRM  have a vast range of features. However, Salesforce is richer in more advanced CRM features compared to monday.

Salesforce

Salesforce is a comprehensive CRM platform that offers a vast range of features, including sales automation, customer service, marketing automation and analytics. It offers lead management, opportunity management, customer service and contact management features. It also comes with a high degree of customization and integration features. This makes it suitable for businesses with complex sales and marketing operations.

monday 

monday is mainly focused on project management. As such, it’s not as heavy as Salesforce in terms of CRM features. However, monday also includes extensive project and team management, human resources, and software development features. This makes it fit for businesses that need an all-inclusive tool for improving sales and customer experience as well as team management.

Winner: Salesforce

Salesforce offers a wider range of features and functionalities to manage customer relationships and support sales and marketing efforts. This makes it the winner in terms of CRM features. However, if you are interested in more than just CRM features, monday is a better option.

Both Salesforce and monday offer a range of pricing options to suit businesses of different sizes.  They also come with a free trial, which allows users to try the tools’ features before committing to them. 

Salesforce

The pricing model for Salesforce is a bit complex and can be confusing. The pricing plans are based on the size of the business. Generally, the pricing plans for Salesforce are much more expensive than those of monday. The following are the four pricing plans that Salesforce offers:

monday

monday’s pricing plans are considered more affordable than those of Salesforce. These pricing plans are based on the number of features and users. In addition to the free plan, which accommodates up to two users, monday offers the following pricing options:

Winner: monday

monday beats Salesforce hands down, as it offers more affordable and simple pricing plans, with the cheapest plan costing $10 per user per month. Although Salesforce has more comprehensive and robust features, monday also offers similar features at more friendly rates.

Both sales platforms come with excellent customization capabilities.

Salesforce

Salesforce offers a high level of customizability. It comes with a broad range of customization options allowing businesses to tailor the platform to suit their unique needs. With Salesforce customization options, you can change the platform’s interface, including the colors, logo and graphics, to reflect your company’s identity. You can also alter the dashboards to display important business information as well as create personalized applications using AppExchange. This platform also offers flexible plans to accommodate businesses of different sizes, making it appropriate for both small and large enterprises. This means that it will be able to adapt and cater to your business needs for performance and reliability as it grows.

monday

While monday also provides pretty good customization capabilities, its options are not as extensive and advanced as those of Salesforce. The app comes with a wide range of fully customizable templates designed to suit specific activities. With Salesforce, you can modify the dashboards to suit your specific needs. Generally, monday’s customization options are easy and straightforward, which makes it a good fit for beginners and small companies.

Winner: Salesforce

Salesforce outshines monday, as it offers more advanced customization options. The downside to this, however, is that you may need a highly tech-savvy team to create custom applications and make optimal use of all the features the platform has to offer.

Both platforms have impressive integration capabilities, which allow you to connect different tools to enhance your team’s productivity and boost performance.

Salesforce

Thanks to its AppExchange, Salesforce integrates with over 3,000 other business apps. Salesforce integrates seamlessly with apps such as Slack, Stipe, Shopify and Google Drive, among many others.

monday 

While monday’s integration capabilities are not as extensive as Salesforce’s, the platform also has smooth integration with other apps, including project management, marketing and team collaboration tools. It integrates seamlessly with more than 30 apps, including Shopify, Gmail, Outlook, DocuSign, Microsoft Teams and Slack. It also has an Apps Marketplace that allows smooth integration with a range of other apps, for a total of 200 integrations.

Winner: Salesforce

Salesforce wins over monday in terms of integration capabilities, thanks to its AppExchange, which gives access to a wide range of apps.

Salesforce

Due to its vast collection of advanced features, Salesforce has a complicated user interface with various buttons to click, which can be overwhelming, especially to new users. It will thus require some time for users to fully master and use its features optimally. As such, Salesforce is most suited for large enterprises with complex CRM processes.

monday

Compared to Salesforce, monday has a more friendly and straightforward user interface, which makes it favorable for new users. Its vibrant and colorful dashboard allows you to quickly locate all the functions you require. In addition, the platform offers extensive resources to help you get started easily. 

Winner: monday

In terms of ease of use, monday takes the crown. The platform boasts a simple interface and hence has a shallow learning curve. Further, given the platform’s rich resources, you’ll get running in no time.

Customer support is a crucial consideration when choosing a CRM platform.

Salesforce

In addition to the various learning resources, Salesforce offers a range of options to businesses to efficiently deal with customer service inquiries, including a 24/7 phone support and an online forum. However, the level of support depends on your plan, with more support avenues available in the higher tiers.

monday

monday offers customer support through various channels, including videos, webinars, articles, a knowledge base and a community forum. It also offers 24/7 support phone support plus a ticketing system and a dedicated customer success manager for enterprise plan users.

Winner: monday

monday is the winner in terms of customer support, as its 24/7 support is available across all its packages, including the free version.

Salesforce Pricing Guide (January 2024)

Salesforce offers a full suite of add-ons available mainly on the SalesForce AppExchange. These optional Salesforce programs include tools to support different needs and industries. Depending on the complexity of those needs, you’ll pay anywhere from nothing to hundreds of dollars for one (or multiple) apps. You can also find add-ons under the “products” tab on the Salesforce website.

Salesforce’s apps come from both first- and third-party providers. They also vary in pricing, often including new tiers that differ from what Salesforce offers. Simple apps, like 360 SMS, start at $7 per month but might cost more depending on how many texts you send. Other apps, like the Salesforce Adoption Dashboard, are entirely free. You also have freemium apps, like JotForm, which are free for the first five forms. 

Each app is different, requiring another knowledge base to learn this optional system. Much like shopping for CRM systems, you must go through testing and adoption phases. Thankfully, Salesforce is a cloud-based SaaS system, meaning you can easily customize it according to your needs. Below, you’ll learn more about some of the most popular add-ons you might consider. 

Salesforce Pardot is a popular marketing automation platform that comes in four tiers. Here’s a breakdown of what those tiers provide:

Pardot supports up to 10,000 contacts, with its higher tier supporting 75,000.

Service Cloud focuses on the customer support side of Salesforce. It also has identical pricing compared to Sales Cloud (Salesforce’s primary offering). Here’s a breakdown of pricing:

Sales Cloud does not come with Service Cloud. However, you can discuss discounts for integrating both when talking with an account executive. 

Both CPQ and Billing are features you can find under Salesforce’s Revenue Cloud service. 

CPQ (Configuration, Pricing and Quoting) is a flexible pricing system that changes price depending on usage level or optional features. When selling software with add-ons, it can help you simplify billing customers. It comes in two forms:

Billing is another feature of Revenue Cloud which comes in two forms, although the pricing requires you to call in:

If purchasing the complete sales CRM, some of these features are integrated with advanced plans, meaning you don’t need to pay extra. 

Einstein Analytics is the AI-driven analytics software from Salesforce that comes with the Unlimited plan. Enterprise customers might choose to pay separately, selecting one of the four plans below:

MuleSoft is an integration-based platform that connects multiple apps, helps integrate numerous APIs and provides automated systems between those softwares. Another way to look at it: it’s a complex version of Zapier with way more power for programmers. 

MuleSoft’s pricing varies heavily but can cost up to $250,000 per year. You’ll need to call and discuss your unique needs for a quote. 

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