EVmobility — Sales Process Optimization

How we improved order handling and streamlined the process of working with Clients on orders and deployments of EV charger installations for EVmobility's Clients.

CRM implementation goals

For our Client EVmobility we delivered a CRM implementation with a sales process, a cashflow module, a counterparties database, and day-to-day work automation.

The goal of the CRM implementation at EVmobility was to streamline internal sales processes, improve subcontractor and team management, cashflow management, and optimize the management of contacts and prepared contracts with Clients.

Implementation challenges

1. Sales process complexity: Serving clients required multi-stage negotiation and contract customization, which was time-consuming and error-prone.
2. Cashflow management: Real-time monitoring of income and costs was key to maintaining company profitability and analyzing high-cost and high-revenue periods.
3. Sales-team efficiency: Needed better visibility into sales effectiveness and team management, plus monitoring offer and delivery progress per counterparty.

Solution, applied modules

Through workshops with the Client we worked out the CRM operating scheme and system logic for implementation. On the basis of the Client team's work, a main process tailored to their needs was prepared — in which every team member works with the possibility of creating an alternative flavor (e.g. short sale).

After the workshop stage and work on the logic, modules were proposed that address the main needs of the Client and their team:

Counterparty database integration with CRM

Introducing a unified system for managing contacts — centralizing information and easing data access for the sales team, plus direct visibility of the service history of every Client (potential problems, team notes, or what tipped success).

Sales-process module

The CRM was equipped with a sales-process tool enabling the team's daily work with the Client through defined stages:

• information gathering,
• offering,
• contract including contract versioning and description of each version,
• installation,
• commissioning and activities related to Client acceptance,
• additional services and post-warranty service.

Cashflow analysis and reporting

The system offers tools for cashflow analysis — expenses, costs, and report generation on sales effectiveness. The system reports the month in which costs will accumulate (invoices from Contractors) and when revenue will come in (partial invoice payments during delivery).

CRM implementation

The delivery was carried out in 3 phases:

Phase 1: Understanding needs and designing the system

Running workshops with sales and finance teams to identify the Client's key requirements for the CRM implementation.

Phase 2: CRM personalization and integration

Tailoring CRM functionality to EVmobility's specifics, including integration with existing accounting systems.

Phase 3: User training and rollout

Organizing training sessions for employees to ensure a smooth transition to the new system — aimed at day-to-day team work in the system.

Results from the implementation

• Significant acceleration of sales processes thanks to automation and better data organization,
• Improved monitoring and management of cashflow,
• Increased sales-team efficiency through better KPI tracking and activity effectiveness,
• Time savings on repetitive activities,
• Reminders about contacting the Client, Contractor, booked visits, site visits, or the need to add notes after offering.