McChrystal Group is an advisory services firm helping organizations transform into high-performance teams. When COVID-19 hit, their homegrown CRM wasn't agile enough to pivot their sales strategy. After investing 6 months building a customized CRM, the pandemic caused McChrystal's sales pipeline to collapse overnight. They needed to swiftly reinvent sales processes for a remote environment.

Their rigid legacy CRM couldn't adapt quickly enough to changing needs. Without a unified view of the sales process, optimizing their new virtual sales model seemed impossible.

Luckily, McChrystal's Analytics division already used Monday's flexible WorkOS with success. We rapidly duplicated their Monday sales CRM with the configuration to go along their new processes for the other divisions.

In just 90 days, McChrystal's Implementation and Academy teams were up and running on Monday CRM. The customizable CRM provided the agility needed to refine their sales playbooks for virtual selling. Tailored automations handled repetitive tasks like lead routing and appointment scheduling, freeing up seller time. Real-time visibility enabled sales leadership to monitor metrics and enhance effectiveness.

Monday's adaptable CRM delivered the speed, collaboration and insight needed to reinvent McChrystal's sales operations:

- 60% increase in revenue by quickly optimizing virtual sales processes

- 68% efficiency gains with cross-division visibility into sales data

- 50% faster deal closure through sales automation

- 67% time savings by replacing lengthy meetings with monday.com status updates

When an unexpected crisis derailed sales, Monday was the right tool providing the flexible and unified CRM solution to rapidly adapt and succeed in a changed world.