Zoho Helps Change the Culture at Revision Energy

Revision Energy is now the largest solar panel professional contractor in its region - an area that includes two offices in Maine, and offices in New Hampshire and Northern Massachusetts. In the past year alone, the company has more than doubled in size. Greenhalgh attributes much of this growth to the integration of Zoho CRM within Revision Energy.

Challenge

It was late 2009 when Revision Energy initially sought a platform to help manage its sales and solar panel installation projects. "At that time we were in a more nascent stage of growth, having just opened our second office," said Fred Greenhalgh, Digital Marketing Manager.

Not long after, Greenhalgh realised that in order to truly experience rapid growth, he would need a reporting methodology to manage the company's entire sales pipeline. Spreadsheets just weren't cutting it anymore, as incorrectly editing and deleting information was a common occurrence interfering with their sales processes and tracking.

We have used Zoho for about six years, and it continues to play a vital role in our organisation.

Results

Greenhalgh cites Zoho CRM's scalability and flexibility as two of the major reasons that have not only allowed Revision Energy to overcome one of its biggest challenges, to grow sustainably, but to also "embrace a data-driven culture."

To keep that culture alive, Greenhalgh has also started using Zoho Reports, which he loves because its integration with Zoho CRM allows the company to "spend more time analyzing the data and implementing strategy, rather than building tables and spending hours formatting," time-wasters he had to struggle with before when the company was using spreadsheets.

"We can accurately track the entirety of a customer's journey and manage our solar installation projects from start to finish," Greenhalgh said.

And, best of all, he says, "Zoho CRM provides the tools to create the methodology and culture to accomplish our goals. I think we can attribute our growth to tracking our sales pipeline in Zoho."

Download PDF

Tools that helped us grow