In this episode of The Common Chord, Carlton sits down with Craig Mooney, a leading voice in CRM integration and workflow automation for the component industry. With a background in truss supply sales, Craig understands the daily challenges manufacturers face when juggling leads, designs, and deliveries - and how technology can close those gaps.
Mapping the Workflow Before the Software
According to Craig, most companies make a crucial mistake when they start with software instead of process. “You’ve got to figure out those workflows before you try to figure out your software,” he explains. By mapping how bids come in, how estimates are tracked, and how follow-ups happen, teams can identify where automation makes sense and where human oversight is essential.
The Self-Driving Sales System
Craig calls his approach a “self-driving sales system.” It’s about creating habits and automation that align people, processes, and technology. By integrating CRMs, design tools, and estimating software, manufacturers can reduce the time lost jumping between disconnected platforms—and gain better visibility across their pipeline.
The Next Wave: AI Assistants in Construction
Looking ahead, Craig believes AI will transform how component manufacturers operate. “The CRM is your database,” he says. “What’s coming next are AI assistants that help you find information faster, respond to customers instantly, and make better decisions.”
“Automation doesn’t replace people - it frees them to focus on what matters most.” — Craig Mooney
Looking Ahead
The construction industry may be slower to adopt technology, but with tools like Paragon and other open systems, the momentum is building. Companies that take the time to connect their tools, standardize their data, and embrace automation will lead the next generation of smarter, leaner manufacturing.
