Case Study: Boreal Technique achieves streamlined sales tracking and real-time team visibility with monday.com

Managing sales process from our sales team

Boreal Technique, represented by Hugo Murphy, needed a better way to manage a recurring-sales pipeline and keep all project and contract details in one place. The company’s challenge was tracking estimates, deal status, contract dates/values and rep activity so nothing slipped through the cracks and managers could see performance in real time.

They adopted monday.com’s DEALS board as a single working sheet for each sales rep, with rows for project/customer, updates, status, contract details and value metrics. Reps self-manage their sections from estimate to post-mortem, giving the sales director instant visibility; the result is centralized, real-time tracking, improved follow-ups and billing, and 99% of sales work handled through the template.

Boreal Technique

Hugo Murphy

Boreal Technique