Case Study: JM Brennan doubles quote close rates with XOi Technologies

JM Brennan doubles close rates to 70% with XOi Technologies

JM Brennan, Inc., a commercial and industrial HVAC, plumbing, controls, and fire protection provider, faced a challenge in capitalizing on opportunities its field technicians identified. Valuable insights from job sites were not being converted into revenue quickly enough, as the process of moving from equipment assessment to quote and follow-up was slow and inconsistent. To address this, the company turned to XOi Technologies to better align its service and sales workflows.

XOi Technologies implemented a solution that connected real-time field insights directly to sales workflows. By structuring asset data captured by technicians, such as equipment age and condition, XOi provided sales teams with the verified information needed to prioritize outreach and accelerate quoting. This resulted in a dramatic performance improvement: JM Brennan's quote close rate doubled to 70%, $9 million in new revenue opportunities were identified, and 90% of quotes were sent to customers within just one to two hours.

JM Brennan, Inc