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CLIENT

Heating Up The HVAC Market

Our Salesforce AppExchange Score
4.7
5
As of February 3, 2022
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
INSIGHT

When Enviro Confort began working with Nubik, they had been steadily growing their HVAC business over a number of years and had recently expanded their area of service to cover a larger territory beyond Lévis, Québec following a partnership with Costco Wholesale. The client wanted to work with a Salesforce consultant to facilitate their digital transformation during this expansion. The client needed a solution that would scale with their surge in customer demand, and also wanted to better oversee service calls in the field. Their goal? To streamline their organization from top to bottom. From overhauling the systems that manage lead acquisition to streamlining communications for direct sales, installation, and maintenance, Enviro Confort wanted to work with a Salesforce partner who knows the HVAC industry as well as they do.

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SOLUTION

After consulting with Nubik, Enviro Confort followed our Salesforce consultants’ proposal to use Sales Cloud, Field Service, and Pardot. We designed a Salesforce system tailored for the HVAC industry that gave their operations team the ability to create custom 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 and relevant information about each customer.

“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, maintain, or upgrade their AC units. During the first spring rush following their go-live with Nubik’s custom Salesforce for HVAC solution, Enviro Confort customers reported that their agents were the only HVAC company returning calls. Within ten months of working with Nubik as their Salesforce partner, Enviro Confort substantially increased their annual sales and also began growing through acquisition, something they had never accomplished before.

ABOUT OUR CLIENT

Enviro Confort is a professional air conditioning and heating contractor that has been serving businesses and consumers in the Lévis, Québec region 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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