Mechanical Solutions, Inc. (MSI) is a commercial HVAC and plumbing company. They work exclusively with businesses that need air conditioning or plumbing and other related services.
MSI field sales manager Travis, wanted a way to keep track of every building he visits as well as a way to easily access critical notes about who he’s talked to or contacted. That way he’s not combing over the same areas and he’s able to progress the conversation with prospects he’s already engaged with.
“Now, not only do I have a list and know who I’ve been in contact with, but moving prospects through my sales process is extremely simple.”
Travis, Field Sales Manager
How We Helped
Travis was referred to SPOTIO by a friend in the storm restoration business that had experienced significant success using the product. That recommendation opened his eyes to the possibilities of how to be smarter about outside sales prospecting and restructured how he organized the company’s sales process.
One of the features that Travis likes best is the ability to make customer lists. He can upload prospects that he’s talked to on one list and those who he hasn’t been able to contact on another list. He also likes how you can change their lead stage at any time.
“That is something that is very important to me. Now, not only do I have a list and know who I’ve been in contact with, but moving prospects through my sales process is extremely simple,” says Travis.
Travis estimates the organizational capabilities of SPOTIO has increased his sales efficiency by 50%. By being able to focus on exactly where to spend time in the field, SPOTIO has provided the sales team with the organization and structure they didn’t know they needed.