Case Study: Trinity Solar achieves increased field productivity and manager visibility with Spotio

Trinity Solar Increased Visibility For Managers And Intuitive Functionality For Reps

Trinity Solar, the largest privately held residential solar company in the U.S., faced declining usability and inaccurate field data from their previous sales software, which was starting to hurt the bottom line. Seeking a more reliable field-sales solution, Trinity turned to Spotio to replace the clunky, support-poor platform and better serve their Appointment Setters, Closers, and door-to-door teams.

Spotio delivered a user-friendly field-sales platform (with integrations like Zapier) that gave managers instant clarity through reliable reporting and gave reps intuitive functionality and dependable support in the field. As a result, Spotio improved visibility and control for managers, reduced data issues for reps, and helped Trinity stay productive and focused “in literally the worst selling environment” of the COVID pandemic, with a smooth rollout and strong adoption.

Trinity Solar

Lance Rich

Vice President of Direct Sales