Case Study: monday.com uncovers $1.5M in hidden pipeline with Pocus

monday.com uncovers $1.5M in hidden pipeline in 2 months with Pocus

monday.com, a platform for businesses to manage their work, was struggling with manual account management and delayed data. Their post-sales teams had access to customer data, but it was spread across too many disparate dashboards and reports, making it difficult to get a holistic view of account health and opportunities. This lack of visibility caused reps to be reactive instead of proactive, spending hours preparing for conversations rather than acting on timely insights. They turned to Pocus to solve this challenge.

By implementing Pocus, monday.com operationalized its post-sales signal playbooks, unifying all key customer data into a single platform. This allowed their account management and customer success teams to build repeatable workflows that surfaced the right expansion opportunities and retention risks at the right time. The solution had a significant measurable impact, uncovering $1.5 million in hidden pipeline within two months and putting them on an annual track for $10-12 million in pipeline generation through Pocus.

monday.com