How Enerlyf uses SmartTask to save electricity
By Pranav MistryJan 9, 2019
Energy consumption is a big issue in the world right now. Especially in air conditioners. Enerlyf links your air conditioner with your fan so they can not only maintain your comfortable temperature but also reduces Air conditioner usage by 45%-50% reducing your electricity consumption by 40%.
Founded in 2015 Enerlyf is a company that manufactures Air conditioner usage optimizers.
Sales is a huge part of Enerlyf. Being a sales executive in a company like Enerlyf would be an overwhelming job if done manually. They would be busy meeting and calling multiple prospects. Which means they would always be overloaded with information like status updates, follow-ups, etc.
“Sales is a crucial process for us at Enerlyf. Before using SmartTask it was difficult for us to keep track of where the prospect is in the deal pipeline and the interactions we had with the prospect.”- Mr. Chirag Panchal (Director, Enerlyf)
Enerlyf uses Facebook ads in order to generate leads which get converted to contacts and tasks in SmartTask through Zapier integration.
As soon as a new lead is generated an email is sent to the customer introducing them to Enerlyf. With all the leads in place, As a contact is added, an SMS is sent via TextLocal to all the relevant parties.
Later with SmartTask’s Custom Fields Enerlyf customer’s journey through deal pipeline with a Custom Dropdown called “Deal Stage”. Enerlyf created following custom fields to track further information on the inquiry:
- Deal Stage ( Custom Dropdown)
- Devices ( Number Field)
- Area Code ( Text Field )
Customer’s journey through the deal pipeline is tracked through the following deal stages:
- Lead Qualified
- Bought In
- Proposal Sent
- Deal Lost
- Deal Won
- Installation Done
This has also been customized for their outreach to Distributors and Dealers.
CRM allows Enerlyf to look at past sales, lead count, pipeline and win rate so that they can create a sales forecast. CRM even projects future sales and customer growth based on their current and past sales behavior stored in the software.
At any given time, Enerlyf has a list of prospects that require follow-ups. All those prospects are stored in a to-do list. As per a research done by Mckinsey, it takes at least 5 touch points with a prospect for him to be converted to a client. This is why reminders in SmartTask for follow-ups become very important.
Each and every touch point discussion is logged in SmartTask which helps the team as a whole have a better view on the interaction history with a particular prospect.
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