Executive Summary
EV+ is an EV charging company that provides a completely outsourced model to commercial real estate properties, making it the simplest and most cost-effective way to EV-enable your entire CRE portfolio. EV+ designs, installs, owns, and operates EV charging systems on properties, assuming almost all liability, costs, and operational responsibility. For the right to be on the property, EV+ offers back a net revenue share to the owner, providing you with an incremental NOI. EV+ has 10+ employees and is headquartered in New York City. It has installations at properties across the continental United States.
The Challenge
Before partnering with Zenatta, EV+ was managing its entire deal flow through Airtable, a spreadsheet-like database. This approach posed several challenges:
- Manual data entry: EV+ employees had to manually input notes, emails, and deal information into Airtable, consuming valuable time and effort.
- Lack of automation: Email automation tools and lead management features were limited in Airtable, hindering efficient deal processing.
- Difficult user interface: The overall layout and usability of Airtable were not user-friendly, making it challenging for EV+ staff to navigate and utilize effectively.
Implementation
The Zenatta team worked closely with EV+ to implement a comprehensive Zoho CRM solution tailored to their specific business needs. So far, this has primarily focused on three applications: Zoho CRM, Zoho Analytics, and Zoho Forms. Key takeaways from the implementation are:
- Lead intake setup: Customized forms were created to capture lead information from independent BDRs, facilitating seamless data entry.
- Lead tracking system: A robust lead tracking system was implemented within Zoho CRM, enabling EV+ to monitor lead progress and measure the performance of their partner program.
- Private dashboards: Customizable dashboards were built for partner companies, providing real-time insights into their lead performance and contribution to EV+’s sales pipeline.
- Analytics and ROI tracking: Analytics were leveraged to track key metrics, such as lead conversion rates and partner program ROI, enabling EV+ to evaluate and optimize its sales strategies based.
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+
