John Mora owns GTM, a landscaping company in Silicon Valley. Like thousands of other small business owners, John struggled to keep his business afloat during the 2009 economic recession. As a last resort, before almost losing his house and company, John completely reorganized his business with Method:CRM. Today GTM is thriving. Since partnering with Method:CRM, John now:
- Spends 80% less time in the office doing admin work
- Runs automated reports in under a minute
- Closes 95% of his sales
In 2010, John Mora lost 85% of his business as a direct result of the 2009 economic recession. The phone stopped ringing, and he was on the brink of losing his home. The dangerous state of his business motivated John to evaluate his sales and operational processes and what it would take for the business to survive. “I realized that to move forward I needed a program that I could design my way and that connected to my accounting data.” John remembers.
John understood using a Customer Relationship Management (CRM) system would mean a significant shift in the way he ran his business, so the evaluation process was not taken lightly. Once John discovered Method:CRM, a cloud-based application that integrates seamlessly with QuickBooks, he knew he had found the right fit for his small business. “After six months of searching, Method:CRM was the way up. This program lit a fire in me to get myself back into business,” recalls John.
The Solution – Method:CRM Pro
After syncing his QuickBook file to Method:CRM, John mapped out the workflows: from nurturing leads, to ordering job materials, and finally to invoicing clients. John started adapting Method to his unique needs using simple drag-and-drop tools. He set up Method so it was just right for him.
Now, not only can John turn approved estimates into work orders instantaneously within Method, but quoted jobs are scheduled in a convenient grid, and job material orders are sent off to a number of different vendors with the click of a button. “The grid [I created] has buttons for [each of my] vendors. When I press a vendor button, the check-marked materials are generated into a report, which is then automatically faxed to the vendor - all without being connected to a fax machine. This whole process takes less than a minute.”
Customizing Method allows John to conduct his business more efficiently, getting more more done in a day. In the past, a customer would receive a quote a few days after talking to John. Now, every customer receives the information they need within minutes of their request.
“In less than five minutes after speaking to a customer, they have an email with all the necessary information, including the estimate complete with project phases, cost breakdowns for each phase, and the required down payment,” John explains. “With Method:CRM my sales process is hyper efficient. My customers have all the info they need to make a decision quickly, to the point that now I close 95% of my sales.”
Small business owners often wear many hats in any given business day, but John realized embracing cloudbased technology like Method:CRM meant working smarter, not harder. He’s able to close more sales and spend more time in the field earning revenue. Today, John has automated pesticide reporting, irrigation checking, and equipment maintenance all within Method:CRM, cutting his reporting time from 3-5 hours to 30 seconds.
“We don’t walk around with clipboards anymore, it’s all smartphones. And payroll takes less than five minutes to check and complete,” remarks John. “I spend 80% less time in the office and [in] this newfound time I get work and make money.”
About Method's Customization Services
For small businesses, off the shelf technology rarely, if ever, actually works off the shelf. That’s where Method’s Customization Services team stands apart. We’ll work closely with you to truly understand your business, and the barriers you’re facing, then develop a totally customized solution to solve your problems.
About GTM Landscaping
John Mora owns and operates GTM Landscaping, providing creative and eco-friendly gardening, landscaping, and lawn services out of Silicon Valley. John believes in a hands-on approach, so he manages his business on the road while working in the field with his team everyday.