How Gentec equipment transformed sales processes with Salesmate
How gentec equipment leveraged Salesmate CRM to streamline operations, automate sales pipelines, and improve lead management, resulting in significant time savings and scalable growth.
How Gentec equipment transformed sales processes with Salesmate
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About Gentec equipment
Gentec Equipment specializes in fabricating excavator attachments such as buckets, thumbs, and hydraulic plate compactors. With a small but dynamic team of 10 employees, Gentec serves customers across Canada and the United States, focusing on both direct-to-consumer sales and dealer partnerships. The company prides itself on delivering quality products while managing diverse customer needs. However, as Gentec grew, they faced challenges that required a modern CRM to manage sales and enhance productivity effectively.
Key features used
Sales automation, custom fields, text messaging integration, contact management, analytics
Industry
Manufacturing
Location
Canada and United States
Results
Saved hours in manual work, enhanced productivity, streamlined lead tracking, and scalability for growth
“As a growing company, staying organized and maximizing resources is critical. Salesmate has been a game-changer.”
The challenge: Inefficient sales and lead management
Gentec’s small team handled multiple roles, and their reliance on manual processes created bottlenecks in operations. Key challenges included:
- Manual sales processes: Repetitive tasks, such as sending follow-ups and updating lead statuses, were time-consuming and prone to human error.
- Disjointed communication: Leads from social media, emails, and calls were scattered across platforms, leading to inefficiencies in lead tracking and follow-ups.
- Outdated CRM: Their previous CRM, Zendesk, lacked flexibility and automation capabilities, which limited its effectiveness for managing sales processes.
- Limited scalability: With plans for expansion, gentec needed a system that could handle a growing customer base while maintaining organization.
“We had leads coming from various sources, but tracking them manually was tedious. We needed a smarter way to manage our pipeline.” - Sales Team
The solution: Leveraging Salesmate CRM to revolutionize operations
Gentec transitioned to Salesmate CRM, impressed by its robust automation tools, customization options, and ease of use.
Automated sales pipelines
Salesmate allowed Gentec to create automation pipelines that streamlined lead management. once set up, the automation handled repetitive tasks like sending text messages and follow-up emails, freeing the team to focus on high-value interactions.
“Salesmate automation has transformed how we handle leads. It’s seamless, saving us hours of manual work every week.” - Christian
Customization for tailored needs
Gentec utilized Salesmate’s customizable features, including custom fields and workflows, to adapt the CRM to their specific needs. The intuitive design allowed the team to make adjustments without requiring extensive technical expertise.
Text messaging integration
Integrating text messaging into the CRM improved customer engagement. Automated text responses ensured timely communication with leads, especially those from social media.
Enhanced contact management
Salesmate consolidated lead information, enabling the team to track all interactions efficiently. This centralization reduced the risk of losing crucial data and improved overall organization.
Responsive support
The Salesmate support team provided timely assistance for setup and troubleshooting, ensuring a smooth transition from Zendesk.
Transformative benefits of Salesmate CRM for Gentec equipment
1. Time savings through automation
Automating routine tasks, such as follow-ups and pipeline updates, saved the team several hours each week. The automation ensured that leads progressed smoothly through the sales process without manual intervention.
2. Improved lead visibility and tracking
Salesmate provided a centralized platform to manage and track leads, giving the team better visibility into the sales pipeline and reducing the chances of missed opportunities.
3. Scalability for business growth
As Gentec grows, Salesmate’s scalable features ensure the CRM remains an effective tool for managing an expanding customer base.
4. Enhanced productivity
By eliminating repetitive tasks, the team could focus on strategic activities that required higher mental bandwidth, such as closing deals and improving customer relationships.
5. Better customer interaction
The text messaging integration and consolidated contact management allowed for timely, personalized communication, enhancing customer satisfaction and trust.
The results: Efficiency and growth enabled by Salesmate
Since implementing Salesmate CRM, Gentec Equipment has achieved:
- Significant time savings: The automation pipeline reduced the need for manual follow-ups, saving several hours weekly.
- Streamlined processes: Automated workflows ensured leads moved through the sales funnel efficiently.
- Enhanced customer engagement: Improved communication with leads and customers strengthened relationships and trust.
- Scalability for expansion: The customizable CRM supported Gentec’s growth plans without compromising organization.
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Discover how Salesmate CRM can help transform your operations and drive growth, just like it did for Gentec Equipment.
Looking ahead: Supporting Gentec’s expansion
Gentec plans to expand its team and market reach across North America. With Salesmate as a key component of their strategy, they are confident in their ability to manage increasing complexity while maintaining high efficiency.
“Salesmate is intuitive, reliable, and scalable. It’s exactly what we need to stay competitive as we grow.” - Christian