Can Am Sales
Professionalizing an acquisition through cloud automation
Steve Ballard, accomplished COO, stepped in to lead the business with a sharp eye for operational improvement after an acquisition. Tasked with modernizing and scaling, Steve inherited legacy systems—an outdated, on-premise CRM and a labyrinth of spreadsheets—that limited efficiency and visibility. Siah Labs partnered with him to drive a transformation, detailed in the story below.
At a glance
The Excel trap
When Steve stepped in as COO after the acquisition, Can Am Sales was still on Dynamax, an on-premise CRM that was outdated and not cloud-accessible. Admin staff were managing commissions, marketing data, and operations through a massive manual web of spreadsheets, and piling more hours on the new operator was not a real fix.
- 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.
- Time horizon pressure: Steve was buried in day-to-day operations. Creating a path for his own off-ramp, including retirement, required making the work live in systems, not just on his calendar.
“Since we began with Siah Labs, I've managed to cut back the hours spent on the business by 40%.”
Steve Ballard, COO, Can Am Sales
A custom Siah Labs portal (not a one-off app)
From the E.A.S.E. framework on our home page, Steve maps to Acquisition and Expansion from the incoming operator's side: professionalize the business you inherit, then grow without you in every loop, not the seller preparing for diligence.
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 people running the business, not the other way around.”
Jordan Blackwell, Co-founder of Siah Labs
Measurable outcomes
What changed for Steve, leadership, 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 operator's work 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.
Just closed an acquisition, or need systems without the chaos?
Incoming operator or long-time owner, we help you move from manual chaos to total E.A.S.E.
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