05/24/2026
Years ago as a BDC Manager at a small family-owned dealership, I dug into the data and got their closing rate up 50% in a short amount of time. I oversaw 6 "internet" salespeople, nowadays everything is a internet lead — everyone was "fed," nobody was hungry. But that was due to the reuptation of that dealership built over time, we're talking about 1,000s of leads each month.
Whenever someone dropped the ball, and didn't answered the lead within 15 minutes, I'd personally call and email to set the appointment. At first, they thought they were in trouble. Then they realized I was better at setting the appointment, they were better at selling the car. Fair trade — until they started not picking up when busy and leaving it to me. It was a cat and mouse game with them constantly but in the end as long as we sold more "we all won". All the KPIs improved in a short amount of time and the results showed.
Fast forward 15 years and we have our own CRM at Ecokruz. Rich Grandy put it in place around year 3 when spreadsheets couldn't keep up anymore — and honestly, so many small businesses are still there right now with pen and paper. With EV Charging, deals can take months to close. It's a long B2B cycle so you have to stay organized. In 2024-2025 the CRM helped us stay organized and grow. Then in 2026 the co-founders got tied up early in the year and we neglected it for a few months. We dropped the ball. We're talking about the experts - a co-founder who ran and setup CRM automation, and another co-founder who oversaw CRM and a sales team. So we got back on the horse, worked the list fast, and found deals we lost. But we also revived old conversations and brought in new leads and sent out new quotes.
The one thing we didn't have 15 years ago? AI. 💻 🤖
This time we ran our CRM cleanup with AI and it did three things:
1) It told us who to follow up with first — who'd been neglected most 2) Showed us where we stood — and what was needed to hit our goal this year.
3) Reminded us that what you put in today, you'll reap the results in 6 months.
We believe the work we're putting in now sets us up for a strong end of year. But not only that but we are leaving the CRM in a good and organized state.