mustardsystems
Case StudiesQualified outcomes

Real operating problems, cleaned up with practical systems.

These examples reflect the kind of work Mustard is built for: disconnected spreadsheets, unclear ownership, hard-to-use CRMs, manual process, and leadership visibility gaps.

Midcoast Outdoors - Independent Sales Agency

From Spreadsheets to a Centralized Rep CRM

December 2023 - January 2024 | 3-person rep group | Monday Work Management | Custom CRM | Route Optimization

"What began as five disconnected spreadsheets became a unified, mobile-ready CRM that tracks meetings, routes, and results across every brand."
Operational in < 21 days
Multi-brand CRM (shared dealers)
100% mobile adoption
400+ active dealers managed
5 brand dashboards integrated
21 days full operational setup
60% faster trade-show prep & reporting

Pain Points

No multi-brand visibility: the same dealers appeared on different brand spreadsheets with no unified CRM view.

No mass outreach: reps could not email all accounts by brand or track engagement.

Trade-show disorganization: meeting times and notes lived in text threads and notebooks, not a system.

Manual routing: trip planning was done by hand in Google Maps, disconnected from account data.

Solution

Unified CRM in Monday.com: all brand boards linked to a single dealer list.

Mass Email Integration: send ATS files and assets to filtered dealer groups, log opens and deliveries automatically.

Trade Show Tracker: GOA & ATX schedule boards with meeting times, rep assignments, shared notes, and outcomes.

Route Builder: pull dealer addresses from the CRM into eMaps, generate optimized routes, and sync to Google Maps.

Live Dashboards: season-over-season totals, order progress, and active dealer stats visible per brand.

Impact & ROI

Centralized operations: one workspace for dealers, brands, meetings, and follow-ups.

400+ accounts unified across five brands.

Duplicate entry eliminated.

Approximately 400 hours saved per season from faster show prep, route planning, and follow-up.

Improved communication: reps manage updates, notes, and emails from the field.

Scalable foundation: the system can expand as new brands are added.

Dentsmart - Corporate Management

From Manual Process to a More Scalable Operating System

Dentsmart had the kind of corporate management problem that grows slowly: manual process, spreadsheet dependency, disconnected views, and too much effort required to understand ownership, status, and accountability.

Before / Problem

Corporate management relied on spreadsheet-heavy and manual processes.

Disconnected views made ownership, status, and accountability harder to understand.

Leaders needed a more scalable way to see operational work without chasing updates.

Work / Solution

Framed a scalable operating system around cleaner workflow ownership.

Created a clearer management rhythm with dashboards and routine structure.

Supported training, SOP clarity, and process visibility so the system could be repeated by the team.

Results / Impact

Improved operations visibility for management.

Reduced reliance on one-off spreadsheet updates and manual status chasing.

Created a stronger foundation for training, reporting, accountability, and future process scale.

Have a similar operating problem?

We will map the current workflow, show the product direction, and separate what should be software from what should be implementation work.

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