What is our primary use case?
We’ve used a variety of media platforms to increase the brand awareness of our clients and are endorsed by the retailers we partner with. True to our entrepreneurial approach, we are always on the lookout for exciting and innovative opportunities to grow and develop the businesses of our clients.
We required a system to assist us in various areas of our company. From managing new project roll-outs for our new media solutions to tracking our advertising campaign status and installations as well as giving us a complete and transparent view of our sales pipeline. Monday.com has given us that and more. We use Monday.com for the below areas:
- Project management (managing the roll-out of our new in-store solutions and new online system roll-outs)
- Sales pipeline (managing and reporting our sales pipeline)
- Campaign Tracking (tracking the implementation and status of all our campaigns)
- Accounts (keeping track of our billing and accounts information)
- Meeting Minutes (we keep our meeting notes and minutes on Monday.com by using Monday.com docs)
- Work forms and surveys for Adhoc purposes
- Marketing campaigns. We recently started using Monday.com to manage our marketing campaigns and calendar
I use Monday.com to manage my project roll-outs, keep everyone updated on my progress by using the quick chart/graph view, manage ongoing campaign installations and progress, and track the status of our campaigns from the sales pipeline stage to operations and implementation to the final stages of the campaigns and then billing/accounts.
I will also use the system for Adhoc purposes (ie. the surveys and work forms). I absolutely love this functionality and it is so easy to use. We specialize in and sell in-store media space in retail stores across South Africa (both static and digital media) and we have become in-store advertising experts in the pharmacy environment working closely with Dis-Chem to provide an effective offering to advertisers. We also have a training application where we train pharmacists and employees in the retail stores and educate them on all the products in-store.
To say I am passionate about Monday.com is an understatement. I only wish there were more hours in the day for me to work on this amazing system. What I love the most is how customizable everything is. That is what everyone wants and needs - to make a system their own and be able to work for them. Every company is different and this is why Monday.com is the difference. I have tried ClickUp, Trello, and Favro and nothing quite compares to Monday.com.
How has it helped my organization?
We are a lot more organized, and have transparency throughout key areas of our business thanks to this solution. I have everything on Monday.com from my meetings minutes to all my campaigns and the progress of our installations, store lists with our current advertising media campaigns, etc. I have also on-boarded my entire team to use Monday.com and encouraged them to use Monday for their sales pipeline view/progress and reporting and for daily tasks and activities. I also use the dashboards and charts for easy reporting with my team.
What is most valuable?
The boards offer an amazing and clear view of my tasks, campaigns, and progress.
Automations especially with Slack and Outlook help with keeping my team up-to-date always.
Graphs and charts are valuable for reporting purposes and to track progress made.
Workforms/surveys are valuable and a very cool added feature.
My team uses all of these features. I have a huge passion for Monday.com. What I love the most is how customizable everything is.
What needs improvement?
I would love it if the milestones could appear in bold. Seeing this would help me so much. I would also like charts to have a bit more functionality without me having to purchase the 3rd party analytics and reports app.
Automations could also be a bit more flexible. I find that I cannot customize my automations for Slack as much as I need. For example, I would like to send a notification to my team on Slack when a certain date arrives and only if the "probability rating" is at 3 stars (using the rating column).
For how long have I used the solution?
I've used the solution for one year and three months.
What do I think about the stability of the solution?
Compared to other sites the solution is very stable. Now and then automation may not work immediately, or, when amended too often, it won't change. However, that is often due to connectivity or confusing the system too much.
What do I think about the scalability of the solution?
I have no doubt Monday.com will only improve regularly and eventually become one of the most powerful online tools out there.
How are customer service and support?
Technical support is excellent. They understood me and helped me as soon as I needed help.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We did use Trello. Whilst the KanBan feature is important in some cases I definitely needed a lot more functionality and options for my site to be more customizable. I gave ClickUp a trial and try as well and although they have a similar concept as Monday.com I didn't enjoy the the look and feel and still find Monday.com more user-friendly.
How was the initial setup?
The initial setup is very straightforward. I know the system backward and forward.
What about the implementation team?
I handled the setup in-house. I myself completed the onboarding with the team.
What was our ROI?
In exchange for managing projects easier and keeping my colleagues and boss happy and up-to-date, as well being more efficient, it's hard to put a monetary value on it. However, there is definitely an increase in productivity and in completing tasks efficiently.
What's my experience with pricing, setup cost, and licensing?
The solution works amazing for me and my team. I am very happy with the amount of automation and functionality we receive on the professional model package.
Which other solutions did I evaluate?
I did look at ClickUp, Trello, and Favro.
What other advice do I have?
I'd like the solution to please kindly make milestones appear in bold. If we were given the option for our tasks to appear in italic as well - that would also be amazing as we could then easily differentiate between urgent tasks and milestones. We want more customizable charts.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.