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One global pipeline for teams in Australia and the US.

EVO Power Global sells battery energy storage systems and software for commercial and utility projects.

The challenge.

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.

What Kongo built.

Sales and Marketing Hub

One global pipeline, lifecycle stages, lead status and the leads tool.

Lead routing

Australian and US website forms with lead rotation and follow-up tasks.

Contracts

NDA tracking at company level, with a workflow that creates renewal tasks.

Forecasting

Deal milestones, and master and sub-deal labels for projects with several bidders.

Reporting

Goals, a shared inbox and reports split by region.

Melissa Baer, Sales Administrator, EVO Power Global

“Our experience with Kongo has been outstanding from the very beginning.”

What changed.

Both regions work from one pipeline. 2,100 invalid or unsubscribed contacts were removed from marketing sends.

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