Your CRM not listed?
If it can export a spreadsheet, Vanzio can read it. Most installers' exports already have what's needed; the rest can usually be added as a column.
What the export needs
One row per lead. Two columns are required; the more of the rest there are, the more the dashboard can show.
- Required: the date the lead came in, and its lead source (the supplier you paid, or referral, social, self-generated).
- For cost per sale: what the lead cost, or a cost per lead for each supplier, typed once.
- For conversion and the blowout rate: the appointment date, the rep and the outcome (sold, not sold, no-show, cancelled). These can come from a separate diary instead.
- Worth having: a lead ID, the sale value, the product, who booked it, when it was booked and confirmed, the sale date, the first-call time, the postcode.
Every column is matched by hand in step 1 (the importer suggests a match from the header); every outcome, rep, source and product is matched in step 2. Dates in UK, US or ISO order are fine.
What Vanzio joins to it
- The diary, if appointments live outside the CRM: appointment, rep, outcome, who booked it, when it was booked and confirmed. Each diary row is matched to its lead by lead number, or else by phone, email, or postcode and surname, which are used for the match and never kept.
- First-call times from the dialler, for speed to first call and calling hours.
- Hours from the rota, for hours per pitch, the call centre board and the pay sheet.
- What each lead cost, from the export or as a cost per lead for each supplier.
Names, phone numbers, emails and street addresses never go into the reporting workbook. Postcodes are cut short and figures are shown by postcode area (G, ML, EH).
CRMs you can pick on the enquiry form
The enquiry form lists Payaca, OpenSolar, Pipedrive, HubSpot, Salesforce and Zoho, and spreadsheets. None of them is linked live today; all of them can export a spreadsheet, and that's what Vanzio reads. If yours has an API, linking it can be part of a Connected build.
Not sure your export has enough? The £350 data review starts by reading it. It's taken off the build if you sign within 60 days of the report, on top of any founding discount. You only pay if it finds more than the fee: the cautious estimate of what you'd save on lead spend over 12 months, plus supplier credits you can claim now, must come to more than £350. If it does, I invoice £350 when I deliver the report, payable within 14 days. If it doesn't, there's no invoice. And there's no fee at all if the export covers under three months of leads.
Try it on four numbers, or see the whole thing.
The 4-number check works out what a sale costs from each lead supplier from your spend, leads, pitches and sales, on your screen only. The demo is Demo Solar Ltd, a made-up installer with solar and windows divisions, and shows every figure the dashboard has.
Every figure is defined on How every number is worked out.