Can Am Sales
One foot in retirement through cloud automation
Steve Ballard, managing partner, built a manufacturer's rep agency that ran for years on an on-premise CRM and a maze of Excel. This is how it changed.
Custom CRM and commission automation case study: how Can Am Sales, a manufacturer's representative agency, replaced spreadsheets and legacy CRM with cloud automation, AI onboarding, and portals for 1,000+ users. Philadelphia-area build, national impact.
At a glance
The Excel trap
For years, Can Am Sales relied on Dynamax, an on-premise CRM that was outdated and not cloud-accessible. Admin staff had to manage commissions, marketing data, and operations through a massive manual web of spreadsheets.
- Zero mobility: data lived on local machines, so the sales team could not work from the field with reliable access.
- Administrative bottleneck: each new dealer profile meant well over an hour of manual entry and reworked errors.
- Commission complexity: varied percentages and account exceptions across the team were calculated by hand.
- Ownership strain: Steve was buried in daily operations, so stepping back or planning retirement felt out of reach.
“Since we began with Siah Labs, I've managed to cut back the hours spent on the business by 40%.”
Steve, Managing Partner, Can Am Sales
A custom Siah Labs portal (not a one-off app)
Jordan and Deanna at Siah Labs built a living system that could evolve with the business instead of freezing the day it shipped.
Phase 1: Cloud bridge
We stood up a custom CRM and billing layer on Google Sheets to get data off local machines fast. That unlocked the first automated commission runs and real cloud access.
Phase 2: Document parser and full portal
As volume grew, spreadsheets became the constraint. We replaced them with a full custom portal.
- •AI-powered onboarding: upload a dealer profile; the system extracts the fields and creates the account instead of an hour of typing.
- •Unified reporting: one dashboard for team usage, outreach, and sales visibility.
Phase 3: Multi-company ecosystem
The work at Can Am Sales expanded to Wynnbrooke and David Bradley.
- •Centralized CMS: marketing for all three brands from one place.
- •Dealer portals: over 1,000 dealers log in for their own orders, documents, and account data.
“It's not just software; it's a partnership. We take the logic that used to live only in someone's head and turn it into a digital asset. We improve the system as the business grows, ensuring that the technology always serves the owner's lifestyle, not the other way around.”
Jordan Blackwell, Co-founder of Siah Labs
Measurable outcomes
What changed for the owner and the team.
Results in practice
Steve stopped working Thursdays and Fridays: a 3-day workweek while the business kept growing.
Roughly half of the owner's role now runs through the Siah Labs portal automatically.
New dealer profiles went from over an hour of manual entry to a single upload with AI extraction.
Subsidiaries Wynnbrooke and David Bradley were brought into the same digital ecosystem as Can Am Sales.
Over 1,000 dealers use secure portals for their own data, orders, and documents.
The admin team is out of spreadsheet hell; reps have cloud access instead of data trapped on local machines.
Are you a legacy business owner ready to reclaim your time?
Let Siah Labs help you move from manual chaos to total E.A.S.E.
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