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Topic starter
18/07/2026 11:03 am
Hi everyone. I'm looking at moving our small project-based sales team off of a messy spreadsheet system. We handle custom software solution sales, so each deal has a lot of moving parts and dependencies.
Monday.com and Salesforce keep coming up. Salesforce seems like the default, but Monday's project views look really intuitive for our needs. I'm worried about overcomplicating things with Salesforce. For those who've made a similar switch:
* What was the biggest hurdle with data mapping, especially for complex, multi-stage deals?
* Did you find one platform was easier for non-technical sales folks to adopt?
* Any major surprises on what broke or needed custom work during the migration?