Case Study: SalesRoads achieves company-wide alignment and faster problem solving with WorkBoard

SalesRoads - Customer Case Study

SalesRoads, a fully remote sales organization, struggled as it scaled: alignment relied too heavily on the CEO, yearly goals often went unmet, and distributed work created coordination and visibility gaps that produced confusion and roadblocks.

By adopting WorkBoard and formalizing OKRs, weekly executive reviews, meeting agendas and one-on-one tracking, the company created a disciplined communication and execution rhythm. That approach increased urgency around priorities, sped problem-solving, improved transparency and accountability, and delivered “night-and-day” improvements in alignment and results.

SalesRoads

David Kreiger

Chief Executive Officer