Beutler Corporation, headquartered in Sacramento, California, is an energy systems and services company that installs residential and commercial heating and air conditioning, electrical, plumbing, fire protection, low voltage and solar systems throughout California and Northern Nevada.

The company was looking for a CRM system to provide high visibility of customer, account, and opportunity information, to manage marketing campaigns, and to automate process flows throughout the marketing and sales cycles. The system needed to accommodate Business to Business, as well as Business to Consumer relationships across the various product divisions. Significantly different marketing and sales process and project flows each required a unique customer relationship management approach.

Beutler Corporation turned to West Coast Consulting for help.