Case Study: Juniper Naturals achieves streamlined, customizable global sales tracking with monday.com

Juniper Naturals - Customer Case Study

Juniper Naturals, represented by Ashley Balogh, struggled to track global sales using Salesforce because the system couldn’t be tailored to their workflow without costly consultants. Generic labels like “log a call” and rigid processes meant their CRM didn’t reflect how the team actually manages leads across R&D, Quality, and production.

Switching to Monday allowed them to build a fully customizable tracking template—rename fields, add notes with one click, and color-code stages—so the board mirrors their process. The team now has one centralized system for communication and forecasting, quick at-a-glance visibility into lead stage, value, and last contact, and fewer tools to manage daily work.

Juniper Naturals

Ashley Balogh

Juniper Naturals