“You couldn’t search for a previous job. There weren’t any records.”
“If you do an $80,000 job and someone loses that little piece of paper, then it’s all for naught,” he says. “It’s not going to get invoiced, and you’re not going to record your time and materials properly. It’s all those little things that add up to the big picture.”
PM Signs overcame that challenge by developing a system whereby every new project is assigned a unique opportunity number at the very start of the sales process — even before a quote. As the team works through various stages, such as design or surveying a site, the tracking number is treated as a ledger entry back into Sales Cloud, Salesforce’s CRM. This means the PM Signs team can then see how many hours are allocated at the opportunity stage of the sale. Later, a work order number is generated to track all the details around things like labour and materials.
“When I’m going in and approving commissions, I’m approving every single job,” Houde says, “I’m looking at, did we make money? Were there costs that were not included? It makes for a very quick, easy review of that process.”