Installation Company ERP / CRM

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‘Singing off the same hymn sheet’ thanks to Business Pilot

In this episode, Elton chats to Joe Salisbury of New View Window Systems, who are a contractor primarily working on new-build housing projects in the North West and Yorkshire.

Joe’s role is varied – as well as managing the IT side of the business, he gets involved in estimating, so he has a good overview of how Business Pilot has helped the different areas of the business.

Like many of our users, life before Business Pilot featured lots of spreadsheets and information stored in lots of different places – bringing that all together into one area with Business Pilot has been one of the key benefits of introducing our CRM software. Joe said:

 “So information, especially when people were off, was just all over the place. And one of the things we realised, straight away, with Business Pilot, it’s all in one place…That job is there forever from beginning to end, which is perfect from an installation point of view and customer care.”

Having all information in one central location has been particularly beneficial for the customer care team at New View Window Systems, with Joe commenting that the difference is ‘like night and day’.

As well as helping the office become more efficient, Business Pilot is also really beneficial for the directors of the company because they can easily access live information so they can respond to calls and enquiries quickly.

“…If a director wants to see what’s going on with the shop… they can immediately go into it and be caught up straight away rather than having to go around the business, all the different departments and try and find out what’s going through other people.”

Another very happy member of the Business Pilot Community and New View Window Systems’ experience was summed up very nicely by Joe…”You can always get the true story and what they [our directors] like to say is, ‘we’re all singing off the same hymn sheet’.”

Thanks for your time, Joe!

You can watch the full chat on our YouTube Channel – and don’t forget to subscribe so you can keep up-to-date with all of our latest videos.

Try Business Pilot for Free

As part of our free trial, we will send a whole series of how to videos to help you get to grips with the Business Pilot Installation company CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call us on 0333 050 7506 or use the live chat facility.

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