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CLIENT

Heating Up The HVAC Market

Our Salesforce AppExchange Score
4.7
5
As of October 14, 2021
Client
Enviro Confort
Industry
Professional Services
Employees
51-200
Implementation
Pardot, Sales Cloud, Service Cloud, Field Service
Client
Enviro Confort
Industry
Professional Services
Employees
51-200
Implementation
Pardot, Sales Cloud, Service Cloud, Field Service
INTRODUCTION

The client had been steadily growing their business over a number of years and expanding their areas of service into larger territory following a partnership with Costco Wholesale. They wanted a digital transformation to help manage and scale with the subsequent surge in customer demand, as well as better oversee service calls in the field. The goal was to streamline their organization from top to bottom from lead acquisition to direct sales, installation and maintenance.

 
SOLUTION

After deciding on a Salesforce solution with Nubik, Enviro Confort followed our consultants’ proposed architecture to use Sales Cloud, Field Service and Pardot to achieve their goals. We designed a system to give their operations team the ability to create work orders depending on the tasks involved, assign those orders to technicians based on availability and skill set, manage recurring installations and service calls, and provide field teams with easily-accessible, relevant information about each customer.

Improving First-Time-Fix Rate
 

“We loved working with Nubik. We see them as partners: competent, professional and always trying to find the best solution for us. They were always aware of what was going on with the project and we love working with the solution they made for Enviro Confort.”

Cathy Arsenault
Business Manager
Enviro Confort
RESULTS

The client is most active in the spring as customers rush to install or maintain their AC units. During the first spring rush following their go-live, Enviro Confort customers reported that the client’s agents were the only ones returning calls. The client substantially increased their annual sales within 10 months and began growing by acquisition, something they had never done before.

ABOUT OUR CLIENT

Enviro Confort is a professional air conditioning and heating contractor serving businesses and consumers since 2015. The Enviro Confort team relies on the knowledge and experience of dedicated professionals and technicians in residential, commercial and institutional air conditioning, heating and geothermal energy.

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