Google Workspace Integration: Unify Your Sales Day

SPOTIO is intuitive, offers unmatched support, and provides management with visibility. It was literally the best roll out we’ve had. You’re not going to find a platform out there that’s easier to use, offers more support, or gives managers more insight and control. SPOTIO’s a no brainer.

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Lance Rich

Trinity Solar, VP of Direct Sales

Customer Overview

Founded in 1994, Trinity Solar is the largest privately held residential solar company in the United States. They believe that solar is the most practical form of renewable energy on the planet and seek to make it accessible to as many people as possible.

Trinity’s sales team is broken down into three divisions: Appointment Setters, Closers and Appointment Setters, and pure Closers.

The Challenge

Trinity is no stranger to sales software. Being well-versed in the options available, they weren’t satisfied with what the alternatives offered. Previously utilizing one of SPOTIO’s competitors – which shall remain nameless – VP of Direct Sales Lance Rich concluded that their current software just wasn’t getting the job done. It lacked basic functionality and the flexibility they were really looking for.

Usability and support were huge problems with their prior software. So much so that it was starting to affect their bottom line. Lance said, “it was extremely clunky, data was inaccurate, it was just…it was awful.”

How SPOTIO Helped

With SPOTIO, Lance and his team were able to create reports that worked really well, giving managers instant clarity into what activities were actually happening in the field. SPOTIO is more reliable, actually works in the field, and requires less data usage.

“SPOTIO is intuitive, offers unmatched support, and provides management with visibility. I would have been very concerned about our performance without it.”

For reps, SPOTIO offers capabilities and support while they’re out in the field. For managers, SPOTIO gives Trinity data and insight in order to assess rep’s performance in the field.

The Results

Given the nature of how COVID impacted outside sales last year, reps didn’t need another thing to worry about such as their software not working, not having the support, or being unable to do what they need to do such as keeping track of their notes.

SPOTIO was instrumental in helping their team maintain focus in the field while trying to navigate selling during a pandemic. Throughout the whole COVID situation, SPOTIO kept Trinity focused and allowed them to be productive in literally the worst selling environment that we’ve ever experienced.

For those concerned with the pains associated with the implementation and user adoption that often hinders those from trying new technology, you need not worry.

“It was literally the best roll out we’ve had. You’re not going to find a platform out there that’s easier to use, offers more support, or gives managers more insight and control. SPOTIO’s a no brainer.”

Lance Rich

Trinity Solar, VP of Direct Sales

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

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.

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. This has dramatically improved our productivity, accountability, and sales efficiency in the field.

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Thomas S.

Roofing Sales

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. SPOTIO is a mobile-first field sales app that helps our outside sales teams manage territories, generate leads, optimize routes, track activities, and sync with our CRM—all in real time. It automates so many manual tasks like logging visits, capturing customer data, and managing follow-ups, while giving our managers live dashboards, leaderboards, and performance analytics. This has dramatically improved our productivity, accountability, and sales efficiency in the field.

Beyond the technology, the team behind SPOTIO has been incredible. Our Customer Success Manager, Leilani, has been outstanding — she’s created training videos for our franchisees and brought the full value of SPOTIO into our organization. Catherine and Emily have also been fantastic partners, always willing to collaborate and help us develop the tools we need to keep growing. The relationship we’ve built with SPOTIO has absolutely contributed to our continued success. Highly recommend!

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Thomas S.

Roofing Sales

Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

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Zane S.

Sales Development Rep

Forget clunky sales tools, SPOTIO’s my secret weapon! It keeps me organized, tracks leads like a pro (even offline!), and helps me personalize each interaction with customer data in one click. But the real magic happens for managers. They get real-time insights into my activity, optimized territories for maximum efficiency, and automated reports that fuel data-driven decisions. Communication’s a breeze, keeping everyone on the same page. Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

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Zane S.

Sales Development Rep

I evaluated at least eight platforms. SPOTIO stood out based on its true scalability and because our IT team approved its integrations up front. Other vendors just couldn’t handle our requirements or didn’t provide direct access for us to test.

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Tshacha Romeo

Sales Director, Brightspeed

We hit a wall with SalesRabbit—at 500,000 leads, we’d onboard thousands more and suddenly territories would just disappear. Our business couldn’t wait 3-4 months for a fix, so I evaluated at least eight other platforms – several in-person at their corporate offices. SPOTIO stood out based on its true scalability and because our IT team approved its integrations up front. Other vendors just couldn’t handle our requirements or didn’t provide direct access for us to test.

We ended up exiting our SalesRabbit contract early—SPOTIO met our expectations and let us get back to growing the business.

Tshacha Romeo

Sales Director, Brightspeed