Case Study: Mechanical Solutions, Inc. achieves a 50% increase in sales efficiency with Spotio

Mechanical Solutions Increasing Sales Efficiency By 50%

Mechanical Solutions, Inc., a commercial HVAC and plumbing company serving businesses, needed a better way for field reps to track every building visited and access critical contact notes so they wouldn't revisit the same prospects and could advance conversations more efficiently. Field Sales Manager Travis sought a solution to know who his team had contacted and to streamline the sales cycle, and turned to Spotio’s field sales platform.

Spotio provided list management, lead-stage tracking, and contact visibility so Travis could upload prospect lists, separate contacted vs. uncontacted leads, and move prospects through the sales process easily. By using Spotio, the team gained the organization and structure to focus field time where it mattered most, increasing sales efficiency by an estimated 50%.

Mechanical Solutions Inc.

Travis

Field Sales Manager