Executive Summary
EV+ is an EV charging company that offers a fully outsourced solution for commercial real estate. They design, install, own, and operate EV charging systems while assuming nearly all costs, liability, and ongoing management. In return, EV+ provides property owners with a net revenue share, creating incremental NOI. Headquartered in New York City, EV+ has 10+ employees and installations across the continental United States.
The Challenge
Before working with Zenatta, EV+ managed all deal flow in Airtable. This setup caused several issues:
- Manual data entry: Staff had to type in notes, emails, and deal information by hand, wasting valuable time.
- Lack of automation: Airtable lacked strong automation tools, slowing lead management and email processing.
- Poor usability: The interface made it difficult for staff to navigate and use effectively.
Implementation
Zenatta partnered with EV+ to deliver a tailored Zoho solution focused on CRM, Analytics, and Forms. Together, we designed a system that improved intake, tracking, and reporting.
- Lead intake setup: Custom Zoho Forms now capture partner-submitted leads automatically.
- Lead tracking: A new CRM pipeline tracks progress and performance in real time.
- Partner dashboards: Analytics dashboards give partner companies insight into lead outcomes and contributions.
- ROI tracking: Zoho Analytics measures conversion rates and partner program ROI, making it easier to refine sales strategies.
Results
The implementation of Zoho CRM has had a transformative impact on EV+’s sales and partner program operations:
- 5x increased deal flow: Zoho CRM’s streamlined lead management capabilities enabled EV+ to handle significantly more leads, resulting in a 5x increase in deal volume.
- Achieved 2024 sales goal: The enhanced sales processes and streamlined pipeline management contributed to EV+ exceeding their 2024 sales target, which was 4x their 2023 goal.
- Partner program success: Zoho CRM’s partner management features have streamlined the onboarding, tracking, and incentive structure for independent BDRs, driving strong partner program results.
“Zenatta has been an invaluable partner in helping us implement Zoho CRM and optimize our sales processes. Their expertise and flexibility have been instrumental in our success, and we are confident that Zoho CRM will continue to support our growth in the years to come.”
Drew Tippet – Director of Sales, EV+
