{"id":1850,"date":"2025-05-12T18:40:47","date_gmt":"2025-05-12T18:40:47","guid":{"rendered":"https:\/\/measuresquare.com\/?p=1850"},"modified":"2025-07-25T18:04:23","modified_gmt":"2025-07-25T18:04:23","slug":"how-dr-commercial-flooring-found-their-fit-with-measuresquare-crm","status":"publish","type":"post","link":"https:\/\/measuresquare.com\/how-dr-commercial-flooring-found-their-fit-with-measuresquare-crm\/","title":{"rendered":"Connecting the Dots: From Takeoff to Sales Forecast"},"content":{"rendered":"\n

D&R Commercial Flooring’s MeasureSquare CRM Success Story<\/h2>\n\n\n\n

Dan Frederick and Dan Schrickel of D&R Commercial Flooring had been loyal Measure Square customers for several years. But when it came to managing data and streamlining operations, they found themselves searching for a solution that eliminated multiple programs. Generic CRMs like Salesforce and HubSpot didn\u2019t fit their workflow. What they really needed was a cohesive system that could reduce data entry, centralize information, and integrate directly with their existing takeoff tools.<\/p>\n\n\n\n

Enter MeasureSquare CRM.<\/strong><\/p>\n\n\n\n

Unlike the generic platforms they had tested, MeasureSquare CRM offered something different: a direct connection <\/strong>between takeoff, product import, and estimating\u2013and managing all the tasks in between. That alone was a game-changer. But it didn\u2019t stop there.<\/p>\n\n\n\n

\u201cIt lets us eliminate multiple applications and focus on the CRM, the projects, the companies, and the clients,\u201d says Frederick.<\/p>\n\n\n\n

Moving Faster, Forecasting Smarter<\/strong><\/h3>\n\n\n\n

One of the biggest early wins? Replacing their internal forecasting spreadsheet with a flooring-specific CRM software. Previously, they relied on an Excel-based “green sheet” to manually log project data and pass information from sales to estimating. With MeasureSquare CRM, they digitized that workflow.<\/p>\n\n\n\n

\u201cWe built an electronic version of our green sheet in MeasureSquare CRM. Now, we\u2019ve tied that into a pipeline around the estimating process,\u201d explains Schrickel.<\/p>\n\n\n\n

The result: visibility across teams. Estimators now work directly within MeasureSquare CRM, which feeds into the sales forecast pipeline\u2014eliminating redundant work and ensuring nothing slips through the cracks.<\/p>\n\n\n\n

\u201cBefore, sales didn\u2019t always have time to log projects into the forecast. Now that MeasureSquare CRM handles the lifecycle, we\u2019re capturing more projects and making better forecasts.\u201d<\/p>\n\n\n\n

Integrating With Takeoff & Organizing Product Data<\/strong><\/h3>\n\n\n\n

Integrating MeasureSquare 8 Commercial<\/a> with MeasureSquare CRM is simple. Once you complete your takeoff, it\u2019s imported into MeasureSquare CRM, which automatically pulls in all product data. The ability to group by manufacturer\u2014like filtering all Shaw products\u2014helps streamline vendor communication.<\/p>\n\n\n\n

The D&R team also created pre-formatted emails that dynamically pull in project details from MeasureSquare CRM fields, allowing vendors to respond faster.<\/p>\n\n\n\n

\u201cIt cuts their time down by 80%,\u201d notes Frederick. \u201cIt\u2019s efficient, easy to manage, and helps us keep everything in one place.\u201d<\/p>\n\n\n\n

The Power of Connecting the Dots<\/strong><\/h3>\n\n\n\n

Though their project managers aren\u2019t yet using MeasureSquare CRM, the sales and estimating teams are already leveraging it to connect the dots across projects, clients, and stakeholders.<\/p>\n\n\n\n

\u201cYou stop thinking about jobs in isolation. You start to see patterns\u2014like which architects appear on multiple projects or which GCs are collaborating more than you realized,\u201d Schrickel says. \u201cThat helps us present differently and support clients in a more holistic way.\u201d<\/strong><\/p>\n\n\n\n

MeasureSquare CRM helps them shift from being reactive subcontractors to strategic partners. Instead of chasing jobs, they\u2019re building relationships and making smarter, more connected decisions.<\/p>\n\n\n\n

What\u2019s Next? Expanding CRM\u2019s Role<\/strong><\/h3>\n\n\n\n

Looking ahead, D&R hopes to integrate their quoting and project management processes into MeasureSquare CRM as well\u2014ultimately bringing more of their workflow under one roof.<\/p>\n\n\n\n

\u201cWe\u2019d love to see forecasting and pipeline features that filter by salesperson, month, quarter, or year\u2014and give us both forward-looking and historical views,\u201d says Schrickel.<\/p>\n\n\n\n

They also want to close the loop between MeasureSquare CRM and their ERP system, Structure<\/a>, enabling a seamless transition from winning the bid to tracking the project through completion.<\/p>\n\n\n\n

\u201cRight now, there\u2019s a bit of a handoff we\u2019d like to smooth out. But the vision is there\u2014and MeasureSquare CRM is helping us get closer.\u201d<\/p>\n\n\n\n

A Partner That Moves As Fast As You Do<\/strong><\/h3>\n\n\n\n

Beyond the software itself, what stands out most to Dan and Dan is the Measure Square team.<\/p>\n\n\n\n

\u201cYou\u2019re constantly improving. We don\u2019t see that with most proprietary tools in the flooring space. You don\u2019t just talk\u2014you act, prioritize, and push forward. That\u2019s why we\u2019re here, and we know there\u2019s a lot more to come.\u201d<\/p>\n\n\n\n

For more info on MeasureSquare CRM, schedule a complimentary demo: Click here<\/a>.<\/p>\n\n\n\n

Watch MeasureSquare CRM YouTube Tutorials: Click here<\/a>.<\/p>\n\n\n\n

Start your free, 14-day trial: Click here to try MeasureSquare CRM<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

D&R Commercial Flooring’s MeasureSquare CRM Success Story Dan Frederick and Dan Schrickel of D&R Commercial Flooring had been loyal Measure Square customers for several years. But when it came to managing data and streamlining operations, they found themselves searching for a solution that eliminated multiple programs. Generic CRMs like Salesforce and HubSpot didn\u2019t fit their […]<\/p>\n","protected":false},"author":12,"featured_media":1975,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[60],"tags":[45],"post_product_type":[],"post_trade":[],"post_project_type":[],"post_industry":[],"class_list":["post-1850","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-stories","tag-crm"],"yoast_head":"\nTakeoff-to-Forecast CRM for Flooring | Measure Square<\/title>\n<meta name=\"description\" content=\"How D&R Commercial Flooring replaced spreadsheets with MeasureSquare CRM to automate takeoffs, centralize product data, and tighten sales forecasting.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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