How OzGoat Transformed EV Charger Operations with a Centralized CRM & Automation Ecosystem
A fast-growing EV charger sales and installation company operating across B2B, B2C, and B2B2C models faced operational inefficiencies caused by fragmented systems and disconnected data sources. OzGoat designed and implemented a structured, Six Sigma–aligned CRM and automation ecosystem that centralized operations and enabled scalable growth.
Client Overview
The company managed leads, installations, and customer support across email inboxes, Jumptech, legacy Typeform surveys, and internal databases. As installation volumes increased, operational complexity grew rapidly, affecting response times, data accuracy, and scalability.
Define Phase — Problem Statement
Customer and installation data existed across multiple disconnected systems, causing manual tracking, inconsistent records, and delayed support handling.
- 3+ disconnected data platforms
- Manual searching across inboxes and databases
- Duplicate and incomplete records
- No unified installation visibility
- Inefficient EV charger support workflows
Project Goal: Reduce manual tracking by at least 60%, improve data accuracy, and establish a single source of truth for all customer and installation data.
Measure & Analyze Phase
OzGoat conducted a full system audit identifying three primary data sources:
- Jumptech: Basic customer identifiers and project source data
- Hybrid Quote Database: Technical installation specifications
- Typeform (Legacy): Historical lead and survey submissions
Root causes included data silos, lack of standardized structures, missing technical installation data in primary systems, and CRM limitations due to complex B2B2C relationships.
Improve Phase — OzGoat Solution
1. Centralized CRM Architecture
HubSpot was implemented as a unified CRM with custom properties capturing electrical phase configuration, installation conditions, parking accessibility, and solar/battery infrastructure.
2. Multi-Source Data Engineering & Migration
Using Python-based processing, thousands of historical records were cleaned, standardized, deduplicated, validated, and migrated into HubSpot with structured mapping logic.
3. B2B2C Operational Modeling
Custom HubSpot objects were created to model installations and partner relationships without relying solely on email-based contact logic, preserving accurate lifecycle tracking.
4. Automation & Integration
Zapier automation connected survey systems directly with HubSpot, enabling automatic contact creation, real-time source attribution, and zero manual data entry.
Results & Business Impact
- ✔ 75% reduction in manual tracking workload
- ✔ 90% faster customer data retrieval
- ✔ 100% centralized visibility across installations
- ✔ Significant reduction in duplicate records
- ✔ Fully automated lead processing
Operational Performance Comparison
| Metric | Before OzGoat | After OzGoat |
|---|---|---|
| Platforms Used | 3–4 Systems | 1 Centralized CRM |
| Customer Lookup Time | 10–15 Minutes | < 60 Seconds |
| Manual Tracking | High | Reduced by 75% |
| Lead Processing | Manual | Fully Automated |
Why This Matters
This transformation moved the client from reactive manual operations to a scalable, process-driven system aligned with modern EV infrastructure growth. OzGoat did not simply implement tools — it redesigned the operational data flow using Six Sigma principles, enabling confident expansion and improved customer experience.