Bill Joplin’s Air Conditioning and Heating had been typing sales proposals for over 35 years. Finally in 2016, they decided to implement a digital sales platform that was used exclusively by the sales team as it was too complicated for their technicians. With nearly 40 technicians in the field, this meant a lot of missed sales opportunities.
Then they tried OnCall Air…
“The technicians back in the past would only quote one system, they just had their invoice. OnCall Air now gives them the ability to build a good, better, best proposal. It takes two seconds more to put in two more systems,” says Chuck Warner, Sales Manager who has been working for Joplin’s for 18 years.
Chuck first heard about OnCall Air through CE and decided to switch after seeing how easy to use and customizable the application was, and the amount of detailed information they could now provide their customers. “Our customers love the way in which we present proposals now mainly because of the amount of information that they get and their understanding of the systems they are buying,” says Chuck. “Now we feel very confident that customers know what they are getting and this just makes our job easier and minimizes confusion.”
Managing Sales Efficiently and Saving Time
With so many technicians in the field, keeping up with the operations especially during the summer months can be challenging. OnCall Air helps Joplin’s save precious time thanks to its CE Connector capability that integrates into CE’s e-commerce platform and provides all product, pricing and inventory availability information. It also allows them to change their pricing on the fly and have different pricing profiles.
“My favorite feature of OnCall Air is the ability to have different pricing profiles as the sales manager. Having that ability to change the price of anything at any time, really helps me keep the pricing fluid, because here in Texas we have a big difference in how busy it is in the summer versus the winter. OnCall Air makes this very, very simple with the click of a button”.
Seeing the Results
Joplin’s conversion rates have significantly improved since they started using the platform. The ability to email customers their proposals when they leave the house and track their interactions with it has contributed to this. “A lot of times you don’t have the decision makers at the same time so emailing the proposals has been a huge advantage. Customers can look at proposals anytime, anywhere, just like they are shopping on Amazon. I have had approvals come in at 2 o’clock in the morning on a Sunday,” Chuck remembers.
Getting Support from OnCall Air’s Success Team
With the support of the OnCall Air team, Bill Joplin’s Heating and Air was able to get the system up and running and unify its sales process within a couple of weeks. “The team at OnCall Air really reflects our company and our values. We always put our customers first. And I have to say that there’s not very many times I go, ‘You know what? That’s a company just like ours.’”
Want to learn more how OnCall Air can power your sales? Book a demo now!