Supercharging Sales with IoT: A Case Study on Smart Charge America

Smart Charge America is a company that installs electric car chargers in homes, retail locations, and the hospitality sector. The company started with three employees in 2016 and has since grown to over 50 employees, providing services in 18 major cities including New York, San Francisco, and Los Angeles. They cater to the growing market of electric vehicles, with their services becoming increasingly important as the number of electric cars on the road continues to rise. The company has a 4,000 square foot office and adjoining warehouse, a significant upgrade from their initial setup of working out of shared offices and storing equipment in the CEO's garage.

Smart Charge America, a company that installs electric car chargers, has seen substantial growth since its inception. From a small team of three employees in 2016, the company has expanded to over 50 employees and caters to 18 major cities. However, with this growth came the challenge of managing customer information efficiently. The team needed a reliable way to store and track customer information, projects, and opportunities across their residential, commercial, and service sectors. Additionally, they were spending a significant amount of time on repetitive tasks such as manually building customer folders, sending emails and notifications, and creating invoices. This resulted in countless lost productivity hours.

To address these challenges, Smart Charge America adopted Copper, a productivity CRM for Google Workspace users. This allowed them to efficiently track projects, clients, and opportunities. To further streamline their processes and boost productivity, the company integrated Zapier, an automation tool, with their CRM. This enabled them to automate various processes, saving significant time and costs. The company's Vice President, David Laderberg, set up more than 60 Zaps, or automated workflows, and plans to create more. The most crucial Zap connects several apps, including Copper, Gravity Forms, Gmail, Google Drive, Google Sheets, QuickBooks Online, and Google Calendar. This automation handles everything from formatting and sending client information to Copper, assigning territories, calculating distances, creating customer folders, sending notifications, scheduling appointments, and sending confirmation emails.

• The integration of Copper and Zapier has significantly improved Smart Charge America's operations. The automation of repetitive tasks has freed the staff from menial tasks, allowing them to focus on more important aspects of the business. The company has been able to cut significant costs, which has been redirected to hiring skilled labor to grow the business. The automation runs in the background, enabling the team to focus their efforts on the business. The company has also been able to scale quickly, thanks to the time and cost savings from the automation.

• Automated over 60 processes, freeing up significant time for the team

• Saved the company over $120,000 in just one year

• Enabled the company to scale quickly, growing from 3 to over 50 employees and expanding to 18 major cities