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Zoho CRM and Zoho Campaigns were implemented within a week, providing the reporting Evo Heat Industries needed to get the business moving.

Background

Evo Heat Industries supplies a range of heat pump and co-generation equipment to the market. Evo’s product range is designed to lower energy usage and running costs of various areas such as space heating/cooling, water heating and chilling and applications which use hot or cold liquids in any process. Evo are experts in their field and can provide professional advice on how to significantly lower energy costs for clients worldwide. Evo Industries was founded in 2009. Evo operates a small team that is rapidly growing with a strong team of partners which allows us to tackle any project no matter how large or small.

Starting business with a very small team of 2 people in 2009, Evo managed our customer contact the old fashioned way by basic lists. Excel spreadsheets, folders with business cards, a basic accounting package and good old memory were the tools of the trade. As the sales inquiry grew quite quickly it became increasingly difficult to ensure old contacts were kept in the sales/follow up process.

Challenges

  • Manual spreadsheet and paperwork

  • No pipeline for sales

  • Very hard to manage reps as it was hindering in business growth

  • Data access on mobile

  • No centralized database of contact and activity

  • Newsletter or blogging capacity

  • Could not segment or categorize clients base

Solution

Once we engaged with OscilloSoft, they had the CRM and CAMPAIGNS implemented within week. We had the reporting that we needed in order to get the business moving. Now we have over 7 sales over and growing fast.

– Travis McNeill, General Manager

Result

  • Tailored solution for Evo Heat business by using Web2LEAD, LEAD, POTENTIAL, CONTACTS, ACCOUNTS, DASHBOARD, ACTIVITIES module

  • Centralised contact database with specific market segmentations for the business e.g. retail vs commercial, re-seller.

  • Key Performance Indicator (KPI) for sales was set via ZOHO CRM in order to follow and track sales Reps activities.

  • Workflow which reminds if any records are out of touch.

2018-09-13T01:15:10+00:00

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