# Atlas is now operating as **Fulcrum**.

Please visit [fulcrumpro.com](https://fulcrumpro.com/ "fulcrum website")

### SERVICE

## CASE STUDY

**Industry:** HVAC  
**Location:** New York  
**Year:** 2016 - Present

## PROJECT RESULTS

### Revenue grew from $5M to $12M in a single year

### SITUATION

HVAC firm servicing the New York metropolitan area losing critical sales opportunities due to lack of CRM system and quoting automation.

### CHALLENGES

- Experienced a failed CRM implementation due to budget overrun  
- Deal close rate was low (4-5%), due to slow quote turnaround times

### SOLUTIONS

- Implemented customized SUGAR CRM, on time and on budget  
- Created a single fully-integrated web app that runs on iPad for the whole quoting process  
- Developed an algorithm based on historic and current projects  
- Features include emailing the quote to the customer immediately along with the survey  
- Real-time accurate representation of cost and profit

### DEAL CLOSE RATES WERE INCREASED TO 40%  
from around only 4-5%

### TURNAROUND TIME FOR QUOTES WERE REDUCED TO A NUMBER OF MINUTES  
from a number of days

### LABOR INVOLVED IN CREATING THE QUOTE WAS REDUCED TO 15 MINUTES  
from previous 1-2 hours

### LABOR INVOLVED IN PROCESSING THE QUOTE WAS REDUCED TO 5 MINUTES  
from 45 minutes

### AVAILABILITY WAS INCREASED  
employees no longer need to be in the office to create and review quotes, and can use mobile devices to do so