Freshsales
39 Case Studies
A Freshsales Case Study
Offset Solar, a U.S. residential solar distributor and installer, needed to move from a door‑to‑door, spreadsheet-driven sales model to a scalable digital process. Their prior CRMs (Zoho and Solar Sales Tracker) lacked automation, open APIs, and flexibility, so lead management and handoffs were unreliable. In 2017 they adopted Freshsales CRM to centralize data, automate workflows, and support a growing sales team across three states.
Freshsales delivered an all‑in‑one CRM with workflows, API access and integrations (including Zapier), visual pipelines and mobile apps that Offset Solar set up and customized quickly. By automating lead capture, triggering API calls/texts and standardizing deal stages, Freshsales helped cut the sales cycle by 66%, increase revenue by 400% over two years, triple week‑over‑week productivity, and support onboarding about 28 customers (roughly $1M) per week while eliminating spreadsheets and boosting team transparency.
Robert Schmidt
Chief Technology Officer