How Greenery Inc. Transformed Its Sales and Estimating Process with SiteRecon

The Challenges

Greenery Inc. faced several challenges in its sales and estimating processes:

Time-Intensive Measurements

Traditional methods like using measuring wheels or relying on inaccurate Google Maps were labor-intensive and slow.‍

"We would schedule multiple site walks with branch managers and production teams, spending hours trying to identify accurate measurements."‍

Inconsistent Data

Without standardized processes, different team members often produced varying results, creating inefficiencies and miscommunication.

"Every branch manager looked at properties differently, leading to inconsistent estimates and operational bottlenecks."

Limited Client Insights

Clients often lacked detailed property maps, making it difficult for them to understand the scope of work and the value Greenery Inc. provided.‍

"Property managers loved the maps we created—they didn’t even have accurate maps of their own properties."

Operational Strain

Estimating required significant involvement from branch managers, pulling them away from core responsibilities like client engagement and team management.‍

"Branch managers were stretched thin, managing clients, teams, and trying to estimate at the same time."

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The Solution

Greenery Inc. adopted SiteRecon, a cutting-edge mapping and measurement tool, to revolutionize their processes. The team integrated SiteRecon into their workflows, from sales to operations, to achieve higher efficiency and precision.

How SiteRecon Helped

Faster and Accurate Estimates

With SiteRecon, the sales team could generate precise property maps and measurements before setting foot on-site.‍

"We no longer have to guess; we now have precise data ready before visiting the property."

Improved Client Communication

Visual property maps and custom proposals allowed Greenery Inc. to communicate more effectively with clients, building trust and credibility.‍

"Clients loved the maps—they showed areas not identified before and clarified the scope of work."

Centralized and Standardized Processes

SiteRecon helped Greenery Inc. standardize its estimating approach across all business developers, ensuring consistency and accuracy.‍

"We’ve standardized our processes, making it easier to onboard new team members and deliver consistent results."

Enhanced Operational Focus

By offloading measurement tasks to SiteRecon, branch managers could focus on high-value activities like client engagement and operational planning.‍

"Branch managers now step in only for final reviews, saving significant time and effort."

Scalable Workflows

The centralized system made it easier to manage multiple properties and teams, enabling Greenery Inc. to scale its operations effectively.‍

"With SiteRecon, we doubled the number of proposals we put out in a year."

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Results

Higher Efficiency

SiteRecon significantly reduced the time required for measurements and estimating, allowing the team to handle more bids.‍

"Proposals are going out faster, and the team is more efficient in preparing them."

Increased Client Engagement

Detailed maps and visual proposals impressed clients, leading to stronger trust and better relationships.‍

"We use maps in our proposals to help clients visualize everything—and they love it."

Improved Close Rates

By providing accurate data and compelling visuals, Greenery Inc. saw an improvement in their close rates.‍

"We’re confident in our estimates, and clients appreciate the professionalism."

Streamlined Operations‍

With fewer bottlenecks in the estimating process, branch managers could focus on executing contracts and ensuring client satisfaction.‍

"Everyone knows their role, and the process flows seamlessly from sales to production."

Greenery Inc.’s partnership with SiteRecon has been a game-changer, transforming their sales and estimating processes. By embracing advanced technology, they’ve not only improved efficiency but also strengthened client trust and positioned themselves as a leader in the landscaping industry.

"SiteRecon has made us faster, more accurate, and more professional. It’s helped us deliver better value to our clients while making our operations smoother."

– Melissa Brock, Director of Business Development.