CRM Success Stories: Geo-Logical
Company Profile: Geo-Logical, Inc - Geo-Logical is a specialty contracting firm focused on the sinkhole remediation market of Central Florida. They were founded in January 2005 and have quickly become a market leader. Today they employ 30 people and have revenues of approximately $6 million.
Business Situation
Geo-Logical employees used a combination of laptop and desktop computers, running different operating systems and software packages including ACT!, MS Office, Quickbooks and MS Project. There was no systematic data storage or backup procedure.
The sales team used paper forms to document project site conditions for bid purposes. Geo-Logical determined they would re-enter that same data an average of 16 times per project and identified this “drudge work” as an area for improvement.
After only 6 months in business Geo-Logical was seeking solutions for the following issues:
- Paperwork Bottle-Neck: the large volume of required forms meant hours of time wasted every week just cutting and pasting the same information into multiple applications.
- Follow Up Failure: overworked sales people not following up was allowing the competition to win key jobs.
- Office Bound: No access to contact or project data outside the office was slowing down the sales cycle and causing work to be duplicated.
- Data Loss: General disorganization of project, job and contact data caused the company to lose files and the time it took to re-create them.
In addition to solving these problems Geo-Logical identified the following requirements:
- Process efficiency for document automation – Workforce Multiplier
- Real time reporting on key results areas - Management
- Offsite backup and security of company data – Data Security
- Remote/mobile access to information
- Improved time management tools
- Workflow mapping and task distribution – Project Management
- Integration with other common tools – QuickBooks & Outlook Integration
- Automated communication paths - pre/post sale – Email Marketing
Solution
Geo-Logical developed "Project Manager", now known as OSYS™ Shine. “I really like how easy the new system made it for us to complete project documents. What used to take hours is now just few clicks away”. -Steve Pashoian, General Manager.
Benefits
The new system has automated the completion of all common company forms including sales proposals, permit applications, notices of commencement and more. Geo-Logical’s sales team is supported with automatic Lead Nurturing. And the system syncs with their Quickbooks accounting software elimating reentry and ensuring accuracy. Results include:
- An estimated $40,000 savings in payroll during the first year.
- Rapid Growth - revenues more than doubled - from $1.1 to $3.8 million
- 345% 3 year growth in revenue
