Case study · Field Services

For-Tech Electric logoFor-Tech Electric

For-Tech Electric is a Lakewood-based company that provides standby electric power solutions for local residents.

For-Tech Electric project
1

Before

Where they started

Even though For-Tech Electric had an influx of leads and an excellent conversion rate, they were losing potential clients.

Why? They had an overwhelming office workload. Too much time was spent on client communication, lead follow up and project tracking.

2

Our Solution

Our Solution

Within Salesforce, their CRM, we created a custom-design automation to streamline the appointment scheduling and communication.

3

What this does for the client

What that does for the client

  • More efficient lead conversion
  • Higher customer satisfaction
  • Improved staff productivity
4

After

The result

Shortly after implementation, a hurricane quadrupled their number of leads, and they successfully handled this increased demand due to the automation system in place.

Average monthly sales

15

Before

Average monthly sales

100

After

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