Before adopting Salesforce, MLEC Group was already growing quickly. However, the complexity of selling solar and obtaining the right approvals meant some opportunities were put on pause before eventually slipping away.
MLEC Group needed a CRM to keep everything on track and help reps manage a growing number of leads. It chose Salesforce because it could be customised to the business’ sales process and used to support the entire customer journey through to installation. Sales Cloud was rolled out first, bringing added structure and visibility to the sales process.
The business now has defined opportunity stages in Sales Cloud which focus reps on what’s required to drive deals from one stage to the next. With Conga Composer and Conga Sign from the AppExchange, they can create professional quotes faster and quickly collect signatures without being physically present with customers. Once customers sign, reps create a work order in Sales Cloud to schedule installation.
“Salesforce has helped connect all of the touch points involved in the sales process so we can see where everything is at and be proactive about following up with customers and moving things along to the next stage,” said Robin Saab, Director, MLEC Group. “Our best salespeople absolutely love it because it allows them to manage large volumes of leads without dropping the ball on anything.”
Slack contributes to the speed and efficiency of sales with MLEC Group’s sales and administration teams using the secure channel-based messaging platform to collaborate on deals. Slack was first brought in by the telesales team as they wanted to be able to share information on incoming leads quickly and broadly.
Slack has now been integrated with Salesforce, enabling these same messages to be automatically attached to the leads’ contact records in Sales Cloud. This saves time on data entry while also ensuring that sales reps have a more complete view of customers’ and their needs.
MLEC Group is now closing as many as 120 sales per week across the country, which is up from an average of 23 sales per week in July 2020 when MLEC Group was first formed and selling only into Western Australia. This represents nearly 500% growth in just over one year.
The business has also streamlined installation, with Salesforce providing a central view of jobs and ensuring installation, logistics, warehouse, and admin teams are all on the same page. As part of this, there are different calendars for each state and territory so that everyone can see at a glance what is happening in each area. Salesforce also dynamically determines what applications and approvals are required for each installation, based on the guidelines for where customers are located.
MLEC Group is additionally using Salesforce to track time and materials spent on jobs so it can better manage costs and ensure timely installations. The future use of Field Service Lightning will add to these benefits and further enhance the installation process.