SalesV2 in daily use
These companies run SalesV2 every working day. We do not publish customer names, so each story gives the kind of company, what it runs on, and what the system does there. Figures are counts from the live system, rounded down.
A Texas spring manufacturer
The company
A long-established maker of springs and wire forms. It has run the original JobBOSS on its own server for many years and has no plan to move. Around fifteen people use SalesV2, from the front office to the stockroom.
Where it started
The ERP held the customers, quotes, orders and purchase orders. The CRM sat beside it and knew none of that. RFQs arrived in a shared mailbox, and whether a quote was chased or a customer was told about a late job depended on who remembered.
What SalesV2 does there
SalesV2 reads JobBOSS through a read-only connector on the shop’s own server. JobBOSS stays the system of record and nothing is written back.
- Each RFQ email is filed, matched to the customer and assignedmore than 1,400 RFQs
- The customer gets an acknowledgement once the account is confirmedmore than 900 acknowledgements
- Open quotes are chased until the PO arrivesmore than 600 automated follow-ups
- Customers get the tracking number when the order shipsmore than 1,500 notices
- A changed promise date is caught and put in front of a person before the customer hearsmore than 750 date changes on more than 450 jobs; more than 500 delay notices sent to customers after approval
- The pick list reaches the stockroom before the shift startsmore than 100 jobs
- Vendors are told when a PO is awarded, and get their open and past-due linesmore than 150 open-order reports covering 500 PO lines
Quality: the whole Material Review Board runs in SalesV2
When a part is rejected, by a customer, at a vendor or on the shop’s own floor, the quality manager opens a record and the system lays out the steps for that kind of rejection: root cause, corrective action, the RMA, quarantined stock, the credit, the return. Each step has an owner and a due date. The shop wrote those playbooks; SalesV2 runs them.
- Customer complaints, vendor rejections, internal rejections and continuous-improvement items, each with its own playbookmore than 150 records, more than 130 closed
- Every step assigned to a named person with a due datemore than 1,600 steps across eleven people
- Each person gets their open and overdue steps every weekday morning, and the general manager gets one overviewevery weekday
- Complaints can be dictated, and the NCR, RMA and credit sit on the same record as the job and the POin use
- The RMAs feed each customer’s quality score, next to on-time delivery, in the report the sales team takes to the customerin use
Growing the book
The same data that runs the day is used to find the next order.
- Campaigns to existing, quiet and new accounts, each approved by the sales lead before it goes16 campaigns, more than 3,500 emails
- Every customer tiered from the last twelve months of orders, recalculated weekly, with a notice to the sales lead when an account drops a tiermore than 480 accounts in three tiers, more than 220 tier changes caught
- Account records enriched with company size, industry and the right people to contactmore than 150 accounts
Dashboards and reports
Everyone opens SalesV2 on a dashboard built for their job, and the numbers the owners used to ask for now arrive without anyone preparing them.
- The work queue, approvals waiting, follow-ups due, quote and order performance, with chartseach person’s dashboard, with the widgets they choose
- Orders revenue, quote performance, quotes by type, estimating KPIs by estimator, win rate, a weekly scorecardsales reports, on screen, any date range
- RFQ activity, production status, late jobs with the reason each one movedoperations reports, on screen
- Quality KPIs from the Material Review Board and first articles, including defects by category as a Pareto chartquality report, on screen
- New parts, open and past-due purchase orders, the pick list, material against scheduled start, stuck operationsnine scheduled reports, emailed on weekdays to the people who act on them
- On-time delivery and quality score for one customer, by planta customer snapshot the sales team prints for the meeting
- Results of every campaignmarketing report and calendar
What changed
The same team now answers every RFQ, follows every quote and tells every customer about a moved date, without adding people. The work reached past sales: purchasing and the stockroom get their lists from the same data, and quality runs every rejection to closure in one place.
A Texas welding and fabrication group
The company
A welding and fabrication business with three divisions under one owner. Each division has its own customers, its own estimators and its own RFQ mailbox. It runs JobBOSS² in the cloud. Thirteen people use SalesV2.
Where it started
Three inboxes, three sets of contacts and one owner who wanted to see every quote that had not turned into an order. A customer could buy from one division and be unknown to the other two.
What SalesV2 does there
SalesV2 reads JobBOSS² through its API and keeps each division’s rules separate.
- Each RFQ email is filed under the right division, with its own contactsmore than 3,200 RFQs, about 250 to 290 a month
- RFQs are assigned to the right estimator by each division’s own rulesmore than 1,200 assigned without anyone touching them
- Follow-ups on open quotes are drafted for the owner, who approves them from his phonemore than 130 follow-ups
- A new RFQ for a part quoted before is flagged, so the estimator starts from the earlier quotein use
Growing the book
The same data is used to decide where the sales effort goes.
- Every customer tiered, so each division knows which accounts earn the most attentionmore than 440 accounts in three tiers
- Account records enriched with company size, industry and the right people to contactmore than 230 accounts
Dashboards and reports
The owner and each division see their own numbers from the same screens.
- The work queue, approvals waiting, follow-ups due, quote and order performance, with chartseach person’s dashboard
- The three divisions side by sidedivision summary report
- Quote performance, win rate and RFQ activity by division and estimatorsales and operations reports, on screen, any date range
- The backlog week by weekweekly backlog snapshot
What changed
Every RFQ in all three divisions is filed, assigned and answered under that division’s rules. The owner sees what has been quoted and not ordered, and the follow-up goes out when he taps approve.
An industrial field-services company
The company
A services business that sends crews to industrial plants for multi-day jobs, alongside rental and equipment lines. It has no ERP. About twenty people use SalesV2, in the office and in the field.
Where it started
Sales lived in Salesforce, estimates and the crew schedule in spreadsheets, and costs in QuickBooks. A job passed through all three, and each handoff was retyped.
What SalesV2 does there
SalesV2 replaced Salesforce and carries a job from the first inquiry to the final report. QuickBooks stays the books.
- Engineered estimates and proposals built from the company’s own rate cardmore than 140 quotes on more than 120 projects
- The crew and resource calendar, with each field worker’s own loginin use
- Hours by person and projectabout 20,000 hours across 130 projects
- Actual job costs read from QuickBooks against the quotein use
- Project notes from the field and the Field Service Report built from themin use
Website and marketing
SalesV2 also rebuilt the company’s website and keeps it supplied.
- The company website rebuilt so that search engines read every pagelive
- Case studies written from finished projects in SalesV2 and published to the website from there9 case studies
- Campaigns to plants and partners, each approved before it goes11 campaigns, more than 2,500 emails with their follow-ups
- Account and contact records enriched with company details and the right people to contactmore than 250 accounts and 350 contacts
Dashboards and reports
The managers run the company from six KPI widgets on the dashboard, fed by the work itself.
- Deals that need attention and the share with a next step plannedFollow-Up Discipline widget
- Weighted forecast and the deals likely to closePipeline widget and pipeline board
- Field hours logged against the hours availableResource Utilization widget
- Projects on time, at risk, and gross profit across won projectsOperations Health widget
- Whether hours and expenses are coming in from the field, and how complete they areAdmin Health widget
- Headcount, hires, exits and employee satisfaction, month by monthTurnover widget
- Quote against actual cost for each projectproject P&L, with costs from QuickBooks
- Results of every campaignmarketing report and calendar
What changed
One system carries the deal from inquiry to estimate, crew schedule, hours, costs and the report the customer receives. The office no longer retypes a job between the sales tool, the spreadsheets and the books.
What they have in common
- The system of record stays where it is: JobBOSS, JobBOSS² or QuickBooks. SalesV2 reads it.
- Routine messages go out on their own. Anything new that reaches a customer waits for a person to approve it.
- Each one gets more than a CRM: campaigns, enriched account and contact data, customer tiering and ready-made sales plays, run for them on their own data.
- Nobody was hired to run it.
See what it would do on your own data
Twenty minutes, a read-only connection, and your own quotes and customers on the screen.