{"id":12029,"date":"2019-10-01T10:17:04","date_gmt":"2019-10-01T14:17:04","guid":{"rendered":"https:\/\/www.method.me\/?page_id=12029"},"modified":"2025-12-06T15:18:22","modified_gmt":"2025-12-06T20:18:22","slug":"sky-products","status":"publish","type":"page","link":"https:\/\/www.method.me\/customer-success\/sky-products\/","title":{"rendered":"Sky Products"},"content":{"rendered":"\n
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Customer story: Sky Products<\/h1>\n\n\n\n

Learn how a roofing solutions company cut order processing time in half with a customized CRM.<\/p>\n\n\n\n

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Try Method CRM and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n

Want to see it in action first? Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n

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\"A<\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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6<\/h2>\n\n\n\n

Years using Method<\/p>\n<\/div>\n\n\n\n

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50%<\/h2>\n\n\n\n

Reduction in order processing time<\/p>\n<\/div>\n\n\n\n

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20%<\/h2>\n\n\n\n

Year-over-year revenue growth<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n

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The problem<\/h2>\n\n\n\n

Commercial clients rely on Sky Products to design and engineer roofing equipment solutions ranging from solar panel arrays to snow retention systems. With each project involving so many individual pieces, proper inventory management is critical to Sky Products\u2019 success.<\/p>\n\n\n\n

As a result, when business development manager Dave Kowch began his search for a CRM, he wanted a system that not only offered contact management, but could also sync data from QuickBooks Desktop.<\/p>\n\n\n\n

Initially, Dave found a generic CRM that promised to provide a seamless QuickBooks connection. Upon introducing the new software to his team, however, he began encountering problems with data integration. To send any estimate or invoice, Dave\u2019s team had to rely on a co-worker\u2019s QuickBooks access to get the job done. They also still lacked insight on inventory count \u2014 a crucial aspect of their business.<\/p>\n\n\n\n

Most importantly, Dave realized that his team needed to move on from their \u201carchaic\u201d CRM to a cloud-based solution. Their existing CRM ran on a single computer in the office, so inputting or accessing information became impossible when they were on the road.<\/p>\n\n\n\n

The solution<\/h2>\n\n\n\n

Sky Products switched to Method CRM 6 years ago and hasn\u2019t looked back since. With Method\u2019s real-time QuickBooks sync and customizable interface, Dave\u2019s team is now able to manage customers, vendors and inventory on one platform. This allows them to provide faster service, leading to a 50% reduction in order processing time. For instance, without waiting for QuickBooks access, employees can immediately follow up with customers, create a quick estimate, or send a purchase order to a vendor.<\/p>\n\n\n\n

Inventory management and customized sales reports<\/h3>\n\n\n\n

Sky Products\u2019 previous CRM software was unable to support the business in managing inventory. With Method<\/a>, Dave is able to easily manage S-5!\u00ae product stock by checking which items customers have ordered and what quantities are currently on order. And since Method syncs all QuickBooks data bi-directionally, his team is able to receive up-to-date inventory numbers at all times.<\/p>\n\n\n\n

Dave also relies on custom reports in Method to get real-time visibility into Sky Products\u2019 sales performance, including sales and marginal profit by product and a snapshot of sales by province. He progressively builds new reports with Method\u2019s customization team, based on accumulated data insights. \u201cWhat we have now is a good reflection of our business,\u201d Dave explained. \u201cAs we see that, we\u2019re also looking to drill down more.\u201d<\/p>\n\n\n\n

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\u201cThe flexibility of Method is that you can use it anywhere.\u201d<\/em><\/em><\/em><\/em><\/em><\/p>\n\u2014 Dave Kowch, Business Development Manager<\/em><\/cite><\/blockquote>\n\n\n\n


Sales pipeline and opportunity management<\/h3>\n\n\n\n

With Method\u2019s opportunity management features, Dave can easily manage potential sales and assigns tasks to his team. \u201cWe\u2019re tracking them throughout the whole process,\u201d Dave noted. \u201cI\u2019m managing opportunities from sending a quote to closing a sale.\u201d<\/p>\n\n\n\n

Dave also frequently uses Method\u2019s sales leaderboards to see detailed data on both his won and lost opportunities. With these insights, he is able to constantly improve his lead management by digging into why some opportunities are successful and others are not.<\/p>\n\n\n\n

Even while away from the office or on vacation, Dave is able to check up-to-date opportunities and sales reports using the Method <\/a>app. He summarized that \u201cthe flexibility of Method is that you can use it anywhere\u201d \u2014 and that allows him to run his business from anywhere, too.<\/p>\n<\/div>\n\n\n\n

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About<\/h3>\n\n\n\n

Sky Products specializes in roofing equipment solutions and is the largest distributor of S-5!\u00ae products in Canada.<\/p>\n\n\n\n

skyproducts.ca<\/a><\/p>\n\n\n\n

Location<\/h3>\n\n\n\n

Ajax, ON<\/p>\n\n\n\n

Industry<\/h3>\n\n\n\n

Wholesale & Distribution<\/p>\n<\/div>\n\n\n\n

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Favorite Method features<\/h3>\n\n\n\n
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  • Opportunity management<\/li>\n\n\n\n
  • Mobile app<\/li>\n\n\n\n
  • Custom reports<\/li>\n<\/ul>\n\n\n\n
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    Watch demo of Method CRM<\/span><\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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    See what users have to say about Method:<\/h3>\n\n\n\n
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     <\/div>\n

    Read more Method CRM reviews <\/a><\/p>\n<\/div>\n