How SRGI Scaled HVAC Sales with Culture, CRM & Process Discipline – Repfabric Spotlight скачать в хорошем качестве

How SRGI Scaled HVAC Sales with Culture, CRM & Process Discipline – Repfabric Spotlight

In this episode, Jeff Woods, Executive Vice President of SRGI (Sweeney Rogers Geraghty, Inc.), joins John Mitchell and Scott Stockham of Repfabric for a high-value discussion packed with insights on growing and running a top-tier rep agency in the HVAC and hydronics world. With more than 25 years in the game, Jeff shares how SRGI scaled from 6 to 33 employees, why culture-first hiring matters more than ever, and how Repfabric is transforming their sales process, reporting, and opportunity tracking. 👉 Whether you’re in HVAC, plumbing, or any technical sales field, this one is loaded with actionable takeaways. What you’ll learn in this episode: ✅ Why SRGI chose Repfabric over other CRM platforms ✅ How they revamped their entire sales process around trackable action steps ✅ What “If it’s not in Repfabric, it didn’t happen” really means ✅ How project documentation protects the team & adds manufacturer value ✅ Their secret to recruiting sales talent from the trades ✅ Real examples of how reporting changed the game with manufacturers ✅ How SRGI uses Repfabric to stay on top of high-value, long-cycle commercial projects ✅ The carrot (not the stick) approach to driving CRM adoption ⸻ 🔗 Learn more about Sweeney Rogers Geraghty, Inc. (SRGI): https://srgirep.com 📌 Learn more about Repfabric: https://repfabric.com