For-Tech Electric is a Lakewood-based company that provides standby electric power solutions for local residents.
Even though For-Tech Electric had an influx of leads and an excellent conversion rate, they were losing potential clients.
They had an overwhelming office workload.
Too much time was spent on client communication, lead follow up and project tracking
Our Solution
Within Salesforce, their CRM, we created a custom-design automation to streamline the appointment scheduling and communication.
Leads schedule their own estimates, receive reminders, and are followed up automatically.
Clients are consistently communicated with on the status of their project.
Automated checks installed to identify clients who have fallen through the cracks ensuring timely project progress.
Shortly after implementation, a hurricane quadrupled (!) their number of leads, and they successfully handled this increased demand due to the automation system in place.
