Ethos Engineering

Posted by: Ryan Groves
Category: Case Studies, Professional Services, Sales Cloud

Project Details

  • Region: UK
  • Industry: Professional Services
  • Sub Sector: Construction Consultancy
  • Size of company: 140 Employees

About the customer

Ethos Engineering, established in early 2005, provides mechanical and electrical consultancy services to multiple sectors such as Data Centre, Commercial, Fit Out, Healthcare, Education and Residential. With a strong focus on innovation and embracing challenges to create designs which exceed their clients expectations, Ethos Engineering are committed to excellence and this shows through their countless awards. The firm strives to deliver the most sustainable, energy efficient buildings that focus on the end user experience whilst also achieving building regulation compliance.

Business Requirement and Customer Challenges

Ethos Engineering wanted to have a reliable overview of their sales pipeline whilst also having a system which the delivery team can use with ease to track consultants and upcoming projects. 

Business Requirements included: 

  • A system which can capture detailed lead data from their website 
  • Replace spreadsheets with a system to track their ongoing and upcoming sales and information about the company related to that sale
  • Ability to track the contractors associated with projects
  • Log multiple phases and change requests in relation to their ongoing projects 
  • Forecast future sales and report on business performance

Products implemented

Ignyto implemented the following Salesforce Solutions for Ethos Engineering:

  • Salesforce Sales Cloud

Results

  • Clear visibility of leads captured from website
  • Overview of all ongoing sales and the companies and employees associated
  • Detailed breakdown of consultants’ previous and ongoing projects 
  • Greater forecast reporting and business performance monitoring

Integrations

  • Emails from Outlook
  • Website

Length of Project (Days)

10 days

Quote from the customer

“Ignyto delivered the project really efficiently based on comprehensive user stories. They matched their resources to our development needs and the combination of their past experience and expertise resulted in a great solution in a really tight timeframe.”