Matt Bland – BOSS Client Conference 10

This [sales process] is how BOSS works: So a client has a lead that comes in – some variety of lead gets in your company. The lead goes through, it gets converted – eventually you end up at a property. The property gets estimated… then you generate a proposal, and if you win a proposal, you go straight to billing, production and job costing… One of the things I want to point out here is keeping that information in that same pipe – and the example I use is CRM’s, I know some people are using CRM’s outside of BOSS. Salesforce may have a few bells and whistles BOSS doesn’t have. I used to use [another CRM product] – I dropped it 100%. The reason being is I had information going into [the other system], and then it would have to be re-entered into BOSS and then they got separated, and then once you priced it, I had a lead over here and the estimate over here. If I keep them in BOSS, I can keep those two together, and that means a lot on the back end of this process. Second, if the information stays in there it’s a lot easier to transition it over to production and the estimate detail is better there.