See how Bolyard Lumber achieved 15% revenue growth and 80% user adoption by integrating Salesboom CRM with their ERP system to streamline operations and maximize profitability.
Revenue Growth
User Adoption Rate
Faster Quote Processing
ERP Integration
Construction supply businesses face unique operational complexities that traditional systems struggle to handle.
Bolyard Lumber, a premier Michigan-based construction supply company specializing in cabinetry, engineered wood, and premium construction materials, exemplified these industry-wide challenges. Despite strong market presence serving homeowners, builders, and architects, Bolyard encountered critical obstacles:
No integration between CRM and ERP, creating information silos that prevented cross-department collaboration and informed decision-making.
Teams duplicated efforts by generating multiple quotes for identical projects, wasting resources and creating pricing inconsistencies.
Existing tools provided insufficient visibility into sales metrics, margins, and high-opportunity accounts.
Managing complex relationships among builders, architects, and homeowners without a unified communication platform.
Valuable time consumed on administrative tasks instead of strategic customer engagement.
Sales teams couldn't access current inventory, pricing, and customer purchase history when needed.
These operational inefficiencies were hindering growth potential, reducing profit margins, and creating frustration across the organization. Bolyard recognized that digital transformation was essential to maintain competitive advantage and scale operations.
Recognizing the need for comprehensive transformation, Bolyard partnered with Salesboom to implement an integrated Cloud CRM solution specifically tailored to construction supply operations.
Salesboom streamlined sales workflows to eliminate bottlenecks and accelerate deal velocity. By automating lead routing, opportunity tracking, and quote generation, sales teams could focus on building relationships instead of managing paperwork.
Through seamless integration with Epicor BizTrack ERP, Salesboom provided unprecedented visibility into profitability metrics. Weekly automated data exports maintained current insights on revenue, margins, and customer activities.
The unified CRM platform consolidated all customer interactions, purchase history, preferences, and project details into comprehensive profiles accessible across the organization.
Automation eliminated repetitive manual tasks, freeing employees to focus on strategic activities that required human expertise and judgment.
The integration between Salesboom CRM and Epicor BizTrack ERP created a unified technology ecosystem that eliminated data silos and enabled real-time decision-making.
Weekly automated exports from BizTrack updated Salesboom with current customer information, purchase history, pricing data, and product availability. This bidirectional flow ensured both systems maintained consistent, up-to-date information without manual data entry.
Sales representatives accessed current stock levels during customer conversations, enabling accurate delivery commitments and alternative product suggestions when items were unavailable. This prevented overselling and reduced customer disappointment from unexpected backorders.
Integration connected sales activities to financial outcomes, providing visibility into how CRM activities translated to revenue and profitability. Management could track ROI on sales initiatives and optimize resource allocation based on actual performance data.
Salesboom's flexible architecture allowed custom field mapping to match BizTrack's data structure. Industry-specific fields like job site addresses, architect information, and project phases synchronized seamlessly between systems.
"The ERP integration was the game-changer. For the first time, our sales team had complete visibility into customer profitability, inventory levels, and purchase patterns—all in one place. This transformed how we approach customer conversations and strategic planning."
Salesboom's Fast Track methodology accelerated implementation while minimizing business disruption and maximizing user adoption.
Weeks 1-2
Weeks 3-6
Weeks 7-8
Weeks 9-10
Weeks 11-12
Ongoing
This structured approach delivered rapid time-to-value while ensuring thorough adoption and minimizing business disruption. Bolyard's team was fully operational on Salesboom within three months.
Salesboom's flexibility allowed creation of custom workflows matching Bolyard's proven business processes rather than forcing them to adapt to generic software.
When opportunities involved multiple product categories, the system automatically alerted relevant department representatives to collaborate on comprehensive proposals. This eliminated duplicate quotes and ensured customers received unified pricing covering all their needs.
Construction projects involve multiple stakeholders—builders, architects, homeowners, and subcontractors. Custom relationship mapping tracked all parties involved in each project, ensuring appropriate communication and preventing important stakeholders from being overlooked.
Intelligent automation triggered follow-up tasks based on customer behavior and project stage. If quotes weren't accepted within specified timeframes, representatives received alerts to reconnect. When projects approached completion, the system suggested complementary products for future phases.
Quotes automatically routed to appropriate approval levels based on pricing, margin targets, and customer history. This accelerated approvals for standard quotes while ensuring management oversight on strategic pricing decisions.
High adoption rates separate successful CRM implementations from expensive software shelves. Bolyard's 80% adoption rate resulted from deliberate change management strategies.
Leadership communicated clear expectations that CRM adoption was not optional but essential to the company's digital transformation. Executives used the system themselves, demonstrating commitment and modeling desired behaviors throughout the organization.
The implementation team identified quick wins that delivered immediate value to users. For sales representatives, automated lead routing and quote templates saved hours weekly. For managers, real-time pipeline visibility improved forecasting accuracy. These early benefits built momentum for broader adoption.
Instead of generic training, sessions focused on specific job roles and daily workflows. Sales representatives learned quoting and opportunity management. Managers focused on reporting and analytics. Service teams mastered case management. This relevance increased engagement and retention.
Power users in each department became system champions, providing peer support and advocacy. Champions received advanced training and early access to new features, creating enthusiasm that spread organically through the organization.
Salesboom provided dedicated support during the critical initial weeks, ensuring issues were resolved quickly before frustration could undermine adoption. Multiple support channels—phone, email, and chat—ensured users could get help in their preferred format.
Management tracked adoption metrics by user and department, identifying individuals who needed additional support. Rather than punitive measures, the approach focused on understanding barriers and providing targeted coaching to help users succeed.
CRM implementations require upfront investment. Understanding the financial return helps justify the investment and set appropriate expectations.
The 80% reduction in operational inefficiencies translated to hundreds of hours saved monthly. At average fully-loaded employment costs, these savings exceeded $150,000 annually. Additionally, the ability to handle higher volume without additional headcount represented substantial cost avoidance as the business grew. These efficiency improvements alone recovered the CRM investment within the first year.
The 15% revenue increase represented millions in additional sales annually. Even more significantly, improved margin tracking and pricing optimization increased profitability per transaction. The combination of higher revenue and better margins created substantial incremental profit that dwarfed the CRM investment.
Improved customer satisfaction and loyalty increased retention rates, reducing expensive customer acquisition requirements. The lifetime value of retained customers—particularly high-volume commercial accounts—represented significant ongoing value that compounded year after year. While difficult to precisely quantify, retention improvements likely provided ROI comparable to the direct revenue gains.
Superior customer experience enabled by the CRM helped Bolyard win competitive bids and expand market share. The operational advantages allowed them to compete on value rather than just price, protecting margins while growing volume. These strategic positioning benefits will continue generating returns for years.
Initial investment period with early efficiency gains beginning to materialize
Efficiency savings fully realized with revenue growth initiatives gaining momentum
Ongoing efficiency, revenue, and retention benefits with minimal incremental investment
Most companies achieve full ROI within 12-18 months, with benefits continuing indefinitely. Bolyard's experience fell within this typical range, with particularly strong results due to high adoption rates and effective utilization of advanced capabilities.
Bolyard Lumber's transformation demonstrates what's possible when construction supply companies leverage purpose-built CRM solutions designed for their industry's unique requirements.
Your company can achieve similar results through a structured engagement with Salesboom. The journey begins with:
Identifying current pain points, operational challenges, and growth objectives specific to your construction supply business.
Documenting existing workflows to preserve best practices while identifying improvement opportunities.
Tailored to your specific business model, products, and market positioning—not a one-size-fits-all approach.
Minimizing disruption while accelerating time-to-value through our proven Fast Track methodology.
Ensuring every user can leverage the system confidently with role-based training and ongoing support.
Continuously enhancing the system as your business evolves, ensuring lasting value and ROI.
Salesboom's proven methodology reduces implementation risk while maximizing adoption and ROI. The combination of industry expertise, technical capabilities, and change management competency creates an implementation partnership focused on your success, not simply software deployment.
Whether you're a regional building supply company or a national distribution network, Salesboom's scalable platform and customization capabilities adapt to your requirements. The same platform serving Bolyard's Michigan operations can support multi-state operations with complex warehouse networks, diverse product lines, and sophisticated sales structures.
Discover how Salesboom's industry-specific CRM can drive efficiency, boost revenue, and strengthen customer relationships at your building supply company. Schedule a personalized consultation to explore tailored solutions for your unique business requirements.
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