Transforming Field Sales to Achieve More

If you’re scaling a field sales team, you need visibility. A platform like SPOTIO isn’t about ‘big brother’ monitoring – it’s about helping reps close more deals and make more money. SPOTIO is an investment, not an expense.

Case Study PDF

Ryan Dendievel

SVP of Sales and Marketing, Wire 3

SPOTIO is intuitive, efficient, packed with features that boost productivity and close deals faster. Great CRM integration, smart automation, and excellent support. A must-have for sales teams!

Read the 5-Star Google Review

Alexis R.

If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.

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Mike Shirley

Chief Sales Officer, HomePro

HomePro is a premier provider of home technology that partners with residential builders to create custom solutions for home buyers during the sales process. HomePro has been very successful with steady year-over-year growth. On average, the company installs top-of-the-line smart home technology and security systems in over 30,000 homes per year.

The Problem:

Due to increased partner and consumer demand, HomePro was growing rapidly. This growth was good for revenue, but made it difficult for the sales team to keep up with the huge influx of demand using their existing process and CRM. This situation led to a variety of challenges that needed to be solved:

• Lack of visibility for leadership to see field activity
• Upset customers from missed appointments or follow-ups
• Difficult to keep reps accountable for assigned leads
• CRM data became inaccurate because of a lack of timely updates
• Existing process was manual, time consuming, and created confusion for sales
• Difficult to identify issues and opportunities in the process or team members

The Solution:

ACTIVITY TRACKING & AUTOMATION

The SPOTIO mobile app made it easy and fast for reps to organize their appointments, provide status updates and meeting notes, and automate tasks and communications to their prospective customers.

MULTI-CHANNEL COMMUNICATIONS

By adopting SPOTIO’s multi-channel communications (MCC), HomePro reps could call, email, and even text directly from the app, while providing a detailed conversation history on every lead for future review.

DIRECT CRM INTEGRATION

Connecting SPOTIO directly with their existing CRM made it drastically easier and faster to update records for reps, which ensured system data was entered more timely and accurately than ever before.

PIPELINE VISIBILITY

More accurate and timely reporting meant that sales leaders could finally see how the process and team members were performing, easily identify issues or opportunities for improvement, and provide better individual coaching.

Mike Shirley

Chief Sales Officer, HomePro

The platform is clean, simple, and makes canvassing way more efficient for our team.

Read the 5-Star Google Review

Adelaide Opitz

SPOTIO has revolutionized our sales team’s workflow. The ability to strategically plan and execute our daily tasks has significantly improved our efficiency and productivity.

Case Study PDF

Ron Dvir

VP of Business Development, Hadco Metal Trading

What I like about SPOTIO: the numbers. The reporting functions are fantastic for lead tracking and monitoring canvasser performance.

Verified 5-Star G2 Review

Steve K.

Roofing Contractor Owner

What SPOTIO has done is allowed us to see where those successes were and multiply on them. SPOTIO is awesome. It’s easy to use. And I guarantee you that it is worth the money.

Shane Lynch

President, Storm Guard