“You can have a process all day long, but if you don’t have a system to monitor compliance or to generate compliance, it’s like the output data is only as good as the data that you put in.”
– Evan Stone, VP of Sales & Marketing, Eco Engineering
Introduction:
In the fast-evolving landscape of renewable energy, companies like Eco Engineering are leveraging innovative solutions to stay ahead, both for internal and exteral operations such as Customer Relationship Management (CRM) software. Vice President of Sales and Marketing, Evan Stone, spearheads Eco Engineering’s strategic initiatives, and continues to focus on Eco Engineering’s core values to simplify, automate, and innovate. One pivotal aspect to support their rapid growth was the adoption of TrebleHook, a CRM system seamlessly integrating with Salesforce for efficiency and agility.
Challenges and Solutions:
Eco Engineering encountered significant CRM inefficiencies before embracing TrebleHook. Data accessibility was a major concern, both internally and for client-facing operations. The fragmented software solutions hindered communication within the organization, disrupting the opportunity-to-contract process. Evan Stone emphasized the need for a robust compliance monitoring system, emphasizing that the output data is only as good as the input data. Evan highlighted TrebleHook’s transformative impact on their forecasting process, reducing the time spent from two weeks to just a day. Real-time data entry from various devices played a crucial role in this efficiency gain.
Swift Adoption and Impact:
Contrary to expectations, the transition to TrebleHook was remarkably smooth, with 100% team adoption within a month. Evan Stone credited this swift shift to TrebleHook’s exceptional service, particularly praising their Salesforce Architect as an integral part of Eco Engineering’s success.
Competitive Edge and Learning Advantage:
Partnering with TrebleHook gave Eco Engineering a competitive edge, allowing them to learn faster and exceed client expectations. Evan Stone emphasized the collaborative exploration of possibilities, showcasing TrebleHook’s impact on pushing operational boundaries.
Client-Centric Partnership:
Evan Stone commended the genuine client-centric attitude of the TrebleHook team, contrasting it with experiences of being ‘pitched’ by competitors. Feeling supported and aligned with their needs, Evan and his team could let go of worries, fostering a strong and trusting partnership.
Conclusion:
In the journey towards operational excellence, Eco Engineering’s collaboration with TrebleHook stands as a testament to the transformative power of innovative solutions. Evan Stone’s experiences paint a vivid picture of overcoming challenges, achieving efficiency gains, and gaining a competitive edge. As the renewable energy sector continues to evolve, partnerships like these become crucial for companies aiming to lead the way.
To read the entire Customer Spotlight created by our partner, TrebleHook, click here.
TrebleHook is an Architecture, Engineering, and Construction (AEC) CRM platform purpose-built for project lifecycle and pursuit management. To learn more, vist their website.
