How Smart Charge America uses automation to scale operations and fight climate change

Challenge

The process for new customers to receive a quote was time-intensive. The team had to manually fill out the request form, schedule a home visit, and calculate project costs.

Solution

A completed request form triggers a Zap that automatically adds the new opportunity to their CRM, assigns a sales rep based on zip code, and saves images from the form to a new Google Drive folder.

Results

Automation removed five minutes of work per quote, as well as the need for a home visit. Each estimator can now process 15 additional quotes per day with the time savings.

Challenge

Scheduling installation appointments involved multiple manual steps to make sure customers and field reps were informed, and that no one missed an appointment.

Solution

When a rep schedules an installation, it triggers a Zap that creates a new detailed calendar invite, sends a confirmation email to the customer, and builds an invoice in QuickBooks.

Results

It takes 75% less time for a sales rep to schedule an installation with a customer, giving each sales rep 75 minutes back in their work day.

Challenge

To create trust with customers, David wanted to ensure each new customer knew about all the current incentives and rebates available for electric car charger purchases.

Solution

After installation, one simple Zap sends each customer an automated email that shares relevant incentives and rebates available to them.

Results

All Smart Charge America customers learn about these money-saving opportunities, which creates a positive experience for them with the company.