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AI use cases
Every use case comes from a real Fruition client engagement, with the client's name withheld. Select "See the build" for the process diagram, boards, automations and integrations.
Use case catalogue
A field-based sales team managed visits, product displays, consignment stock and builder agreements across spreadsheets, email and personal knowledge, leaving sales leadership with no live view of activity or pipeline.
Leads were run from a shared inbox and spreadsheets with quotes in a separate system, so follow-ups and quote status were fragmented across email, Excel and other tools.
Sales follow-up, customer/supplier records and post-installation communications were not managed in one system, and customer data was entered twice (accounting system and CRM).
Sales opportunities and upcoming services were tracked in spreadsheets separate from the dealer management system, with manual reporting and slow lead follow-up.
A retail banner group's marketing team took member requests through a costly helpdesk and spreadsheets, rebuilt invoicing spreadsheets every month and ran a repetitive catalogue production cycle without templates.
Catering sales, customer and order data sat in the ordering platform with no real-time view of revenue, repeat business or tasting-to-order conversion.
Operations ran on monday.com work management but there was no proper CRM for a sales team planned to scale sharply, and design team productivity and turnaround were not tracked; a prior partner had not understood the business.
Sales staff double-entered customer and deal data between the CRM and the dealer management system, and service reminders were basic text messages with no link to whether a service had been booked.
Sales cycles ranging from immediate to two-plus years, across distributors and end users, were hard to track, with trials, audits and follow-ups managed outside a shared system.
A small marketing team tracked workload in spreadsheets and had several unused auto-generated boards, leaving little visibility of capacity across brand, digital and trade marketing.
Creative briefs ran through email, campaign timelines lived in spreadsheets and presentations, and reporting and budget tracking were scattered across tools.
IT requests and marketing/design work were handled through boards and notifications that were cluttered and hard to use, slowing approvals and adoption.
An existing monday setup relied on legacy systems, manual data syncing and complex third-party integrations, limiting flexibility for store development and support-office teams.
The existing helpdesk was being switched off within weeks, so open and recent tickets, routing rules and creative request intake had to move without losing history.
Staff training, B2B sales and customer service enquiries had no central system, making accountability and service tracking difficult.
Store managers' recurring operational tasks were tracked on spreadsheets, giving area managers and leadership no consistent view of completion across stores.
Clients who have used our monday.com consulting services
Industries
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