Customer Story

Livolt

Increasing efficiency through real-time sales routing

Change Impacted:
Saving hours of prep time every day and over 4 hours per day in the field.
Key Integrations:
zapier-inetgrations-logo

Customer Overview

Livolt is a New York-based company providing small-scale power plants for commercial facilities, allowing the facilities to generate their own electricity and hot water.

The Challenge

In order to provide excellent customer service, the Livolt team makes regular “house calls” to the buildings it serves. Unlike other Spotio users, the Livolt team is not “door knocking” to scout out new business, but rather, is regularly visiting its customers to help them manage their power needs. But like canvassing teams, the Livolt team visits a lot of buildings each day and needed a way to plan their routes — and methods of transportation — in the most efficient manner possible.

It works really well in the field so that it can literally save hours and hours of time because one of the guys will need to go from one building to the next to the next and need to know where should he go, what makes sense.

Nathan Winkler, Livolt, LLC

How We Helped

The Livolt team chose SPOTIO both for its detailed mapping features — which allowed them to easily map out routes on a mobile device — as well as for SPOTIO’s economy. But perhaps the most important factor for this company was the fact that SPOTIO could be easily integrated with the company’s customer relationship management (CRM) software through the Zapier application. Unlike some other app solutions out there, SPOTIO was not only less expensive, but was also already set up with Zapier.

The Results

Once the integration was set up, SPOTIO allowed the Livolt team to track its current visits and projects far easier, and save time in the field. With the Zapier integration, the team can automatically make the pins it needs in certain locations, saving a lot of precious time.

“[SPOTIO] works really well in the field so that it can literally save hours and hours of time because one of the guys will need to go from one building to the next to the next and need to know where should he go, what makes sense,” says Winkler. “Otherwise, it would be a very tedious process.”

All told, Winkler estimates saving an hour of prep time every day — and another 4+ hours of time in the field from just being able to choose the next location to visit on the fly.