How Smart Charge America uses automation to scale operations and fight climate change
Automation makes time for 15 more prospect quotes per day
An automated workflow saves the team five minutes per quote, allowing each estimator to complete an additional 15 quotes per day.
75% faster appointment scheduling
With an automated email, calendar invite, and invoice, the Smart Charge America team made a dramatic cut in time spent on scheduling installation appointments.
145 business days of work freed up per month
With the help of 77 Zaps, David was able to remove more than 72,000 tasks per month from his team's workload. If each task took one minute, this alone freed up 145 work days per month.
About Smart Charge America
- Company size: 50-200
- Industry: Since 2007, Smart Charge America has delivered fast, affordable, and safe electric car charging solutions with the mission to help combat climate change.
- Location: Austin, Texas
Automation makes time for more sales
Challenge
The process for new customers to receive a quote was time-intensive. The team had to manually fill out the request form, schedule a home visit, and calculate project costs.
Solution
A completed request form triggers a Zap that automatically adds the new opportunity to their CRM, assigns a sales rep based on zip code, and saves images from the form to a new Google Drive folder.
Results
Automation removed five minutes of work per quote, as well as the need for a home visit. Each estimator can now process 15 additional quotes per day with the time savings.
Removing manual steps makes scheduling 75% faster
Challenge
Scheduling installation appointments involved multiple manual steps to make sure customers and field reps were informed, and that no one missed an appointment.
Solution
When a rep schedules an installation, it triggers a Zap that creates a new detailed calendar invite, sends a confirmation email to the customer, and builds an invoice in QuickBooks.
Results
It takes 75% less time for a sales rep to schedule an installation with a customer, giving each sales rep 75 minutes back in their work day.
Building relationships with automated communication
Challenge
To create trust with customers, David wanted to ensure each new customer knew about all the current incentives and rebates available for electric car charger purchases.
Solution
After installation, one simple Zap sends each customer an automated email that shares relevant incentives and rebates available to them.
Results
All Smart Charge America customers learn about these money-saving opportunities, which creates a positive experience for them with the company.
“We currently have 77 Zaps automating more than 18,000 tasks per week. We wouldn’t have been able to scale like this without Zapier’s support.”
David Laderberg
Vice President at Smart Charge America
