Joe Djeebet talks about his experience with getting on board with Business Pilot and how the system is supporting the running of his three sites.
Joe and The Window Man team were using a T-card board, notepads, message books and filing cabinets to manage sales and operations across three sites in Somerset & Dorset.
Their phone system would transfer calls from one branch to another if there was no answer at the first one. But the old systems meant that the person answering the phone didn’t have the information to help that customer or supplier.
The team would ask customers where they had heard about The Window Man and occasionally this information was recorded. But it was difficult to track and see exactly where leads were coming from.
Joe Djeebet, The Window Man
Business Pilot gives Joe and the team a constant reference point for what’s happening in the business across all three locations.
Scheduling jobs is now easier, thanks to the interactive schedule board. The Window Man has introduced a process of only booking out 80% of fitters hours in a week.
This is to allow for any bumps along the way. But if there are no issues, jobs can easily be brought forward if deliveries have arrived.
Using our CRM software also means that whoever picks up the phone, in any of the offices, it only takes a quick search in Business Pilot for them to find all the information about that customer or supplier and answer any questions.
“We’ve been spreading our wings a lot more. We find that Business Pilot has actually helped us do that because for all intents and purposes it’s like having an extra member of staff.
“It enables me to just feel like I’ve got a little bit more control of things on a day-to-day basis because I can physically see things where we’re working three premises.”
“The schedule board, in my opinion, is brilliant. I can always tell the sales guys what lead times are expected. Every couple of weeks, we have a brief with the sales guys and say, right, this is where we’re at.
My other favourite one is the profit margin sheet. We have always used margin calculator, but I’ll get people come to me asking: Can I take this job out? Can I do this deal? Can I do that deal? And then before you know it, if you said yes too many times, that will drive your average down. Now at the press of a button, I can look at it and make the right decision because my profit and losses are always correct.”
“I wouldn’t be able to run three separate shops without Business Pilot. It’s as simple as that. It would drive me up the wall.
“But even to be able to do the three different sites, we needed to get advice from you about how that works for Business Pilot. And you showed us how we can do the sales areas, so it looks correct for us and how we can just get a big picture within one program.
“It just works really well. And your people are nothing short of brilliant.”
© Business Pilot (CRM) Ltd
