EVO Power Global sells battery energy storage systems and software for commercial and utility projects.
The US team ran deals in HubSpot, while the Australian team used spreadsheets, phone contacts and Mailchimp.
Pipelines and fields differed between the two regions.
One global pipeline, lifecycle stages, lead status and the leads tool.
Australian and US website forms with lead rotation and follow-up tasks.
NDA tracking at company level, with a workflow that creates renewal tasks.
Deal milestones, and master and sub-deal labels for projects with several bidders.
Goals, a shared inbox and reports split by region.
“Our experience with Kongo has been outstanding from the very beginning.”
Both regions work from one pipeline. 2,100 invalid or unsubscribed contacts were removed from marketing sends.