Case Study: Marand Group achieves streamlined sales strategy and lead management with monday.com

Marand Group - Customer Case Study

Marand Group is a Canadian sales and marketing agency that manages multiple product categories into major retailers. They struggled to track which categories were sold to which retailers, relying on spreadsheets, scattered emails, whiteboards and meetings — a process that made it easy to miss opportunities and lose sales.

They implemented a monday board template that maps categories and vendors against retailers with status columns (Prospects, Currently selling, Currently Online (Ecom), Researching, No), providing a simple, visual high-level view of the sales pipeline. The result was streamlined lead management, clearer sales strategy development and fewer missed opportunities — a solution Roger P. McLellan describes as easy to use and highly effective.

Marand Group

Roger P McCallen

Marand Group