How Boomerang Transformed Scheduling and Follow-Ups for Conservice’s Sales Team

Introduction

Conservice, a leading utility management company, serves over several million units across various property types, including multifamily, student housing, build-to-rent, single-family rentals, manufactured housing, and HOA management. With a high-touch sales approach, the company’s National Sales Manager, Zach Beck, and Senior Associate Sales Manager, Ian Clark, needed a better way to manage their extensive client communications. Boomerang proved to be the game-changer they were looking for, simplifying scheduling and ensuring no follow-ups fell through the cracks.

The struggle: Managing a complex, high-touch sales process

Zach oversees multiple national verticals, each requiring constant communication with clients and internal teams. With responsibilities spanning new business development and ongoing customer engagement, his workflow was heavily dependent on timely follow-ups and seamless scheduling.

Before adopting Boomerang, Zach relied on Salesforce tasks for reminders, but he found the system overwhelming and inefficient. “Boomerang keeps me out of Salesforce and inside my Inbox, which allows for faster responses and staying in front of pertinent information,” he explained. Switching between two different tools to remind him to follow-up and actually send the follow-up email was unmanageable. He preferred working from his Inbox but lacked a structured way to manage follow-ups without relying on Salesforce tasks.

For scheduling, Ian faced a different challenge. He frequently coordinated calls with Zach, but their existing tools like Outreach and Calendly didn’t allow for easy dual scheduling. “I would have to manually pull up Zach’s calendar, compare it to mine, and write out available times in an email,” Ian shared. This manual process was time-consuming, frustrating, and prone to errors, especially since they operated in different time zones: Zach is based in Florida (Eastern time) while Ian works from Utah (Mountain time) — a two-hour difference. The dual scheduling tool took a 6 touch process of back and forth coordination down to one touch.

The solution: Boomerang’s reminders and scheduling tools

Conservice’s sales team turned to Boomerang to streamline their scheduling and follow-up processes. The impact was immediate and significant.

Boomerang’s email reminders: A game-changer for follow-ups

Boomerang’s email reminders allowed Zach to stay on top of client interactions without leaving his inbox. “Boomerang keeps me on track with follow-ups, ensuring that nothing falls through the cracks,” he said.

More importantly, the tool helped him manage internal workflows. Since Conservice interacts with clients monthly for billing approvals, meter health reports, and issue resolution, he needed a way to keep both clients and internal teams accountable. “The ability to Boomerang a request if there’s no reply helps me keep internal teams on track, ensuring they don’t let things slip,” Zach added.

Seamless scheduling for a collaborative sales team

For Ian, Boomerang’s team scheduling tool eliminated the painstaking manual process of coordinating availability with Zach. “Boomerang automatically combines both of our available times into a single scheduling link,” Ian explained. “I no longer have to compare calendars and write out time slots—it just works.”

This functionality proved especially valuable given their different time zones. Previously, Ian had to manually adjust for the time difference when proposing meeting times. With Boomerang, that frustration disappeared. “It just makes my life easier,” he said.

The efficiency gains were clear. Before Boomerang, Ian estimates he spent a significant amount of time manually scheduling 10+ calls per week for himself and Zach. Now, scheduling is effortless, allowing him to focus on higher-value activities like prospecting and relationship-building.

Leveraging Boomerang Insights for smarter sales strategies

In addition to scheduling and follow-ups, Zach has found an added benefit that he hadn’t expected when he turned to Boomerang: Boomerang Insights. This has proved to be valuable for refining his sales strategy. By analyzing personalized email engagement metrics, he gains a deeper understanding of when and how his messages are most effective. “Boomerang’s Insights help me roll up data and present it to our C-suite,” Zach shared. “I can see how many emails I’m sending daily, the best times to reach prospects, and even the reading level of my emails to optimize response rates.”

This data-driven approach allows Zach to make strategic adjustments, ensuring his outreach is as effective as possible. For instance, he uses Boomerang’s Send Later feature to schedule emails for peak engagement times, such as Tuesday mornings, rather than sending them over the weekend. “It’s not just about getting an email off my plate—it’s about thinking from the recipient’s perspective,” he explained. By leveraging insights to refine his communication, Zach increases response rates and fosters stronger client relationships.

The benefits: More time, better communication, and increased success

The adoption of Boomerang translated into tangible improvements for Conservice’s sales operations:

• Increased efficiency: Ian no longer wastes time manually coordinating schedules, and Zach doesn’t have to sift through Salesforce for follow-ups.
• Higher meeting success rates: By eliminating friction in scheduling, the team ensures that meetings actually happen, leading to better sales outcomes.
• Stronger client relationships: Zach’s ability to personalize follow-ups and keep internal teams accountable has improved client trust and engagement.
• Improved sales performance: “Sales is a performance-based profession, not just an activity-based one,” Zach said. By focusing on meaningful interactions rather than administrative tasks, the team is closing more deals.
• Data-driven sales optimization: Boomerang Insights provides Zach with actionable analytics on email engagement, allowing him to refine his outreach strategy by identifying optimal send times, tracking response rates, and adjusting messaging for better client engagement.

Boomerang: A better way to work

For Conservice, Boomerang isn’t just another tool—it’s a vital part of their workflow. Whether it’s ensuring timely follow-ups, making complex scheduling effortless, or providing Insights that help them hone their craft, Boomerang allows their sales team to operate at peak efficiency. “It filled the gap we needed,” Ian said. “It’s made my life easier, and I love it.”

With Boomerang, Conservice has transformed its approach to sales communications, proving that the right tools can make all the difference. Learn more about Boomerang’s solutions for salespeople and sales teams.