Case Study: ReVision Energy achieves scalable growth and a data-driven sales culture with Zoho CRM

Zoho Helps Change the Culture at Revision Energy

ReVision Energy, a B2B renewable installer with 51–200 employees, struggled with spreadsheets as it scaled—sales and solar installation project data were prone to accidental edits and deletions, and the company lacked reliable reporting to follow leads through the pipeline. Digital Marketing Manager Greenhalgh needed a way to track how web-driven leads became opportunities and to get accurate, organization-wide sales visibility, so the company adopted Zoho CRM (with Zoho Reports integration).

With Zoho CRM and Zoho Reports, ReVision Energy built a scalable, flexible pipeline and reporting system that tracks the entire customer journey and manages projects from start to finish. Zoho CRM cut the time spent building and formatting tables, shifted the team toward analysis and strategy, helped create a data-driven culture, and—per Greenhalgh—directly supported the company’s sustainable growth by improving visibility into leads, opportunities, and sales performance.

ReVision Energy

Fred Greenhalgh

Digital Marketing Manager