Synergy Tip | Visit a Member

Cox Engineering Visits Pacific Rim Mechanical

Cox Engineering (Canton, MA) is separated by more than 3,000 miles from Pacific Rim Mechanical (San Diego, CA), but through Synergy they’re connected. Earlier this year, Cox Engineering account executive, John Henry spent a couple days with Craig Condon, VP of Service Sales for Pacific Rim. “Over the course of two days we covered quite a few topics – everything from Pac Rim’s onboarding process for new employees, to their company culture, and their maintenance sales process,” said John.

While he was there, John also did some technical training (Pacific Rim’s HVAC 101 and HVAC 102 classes) which he described as fantastic. They were also able to do in-depth demos of each other’s estimating tools.

“Craig and I had some great conversations about the sales process, challenges within our respective markets, and the industry in general,” said John. “I am very fortunate to work for a great company that allowed me to go out and do some knowledge sharing with another great company, Pacific Rim. This experience is what being part of the Synergy Group is all about.”

BP Group Visits Atomatic Mechanical

Last month Kevon Farley, Anthony Foster, and Stephen Johnston from the BP Group (Glendale, NY) spent a couple days with the sales team at Atomatic (Arlington Heights, IL). During their time in Chicago the team from BP Group went on sales calls, sat in on Atomatic’s sales meeting, and met with Allison Rodgers (Synergy Solution Group) to talk about marketing.

“It is hard to understand the differences between companies by only speaking about it,” said Anthony. “Seeing the differences in person you are better able to capture best practices. It is so much easier to learn when you are in real-life situations.”

“The best part of this trip was being able to gain a new perspective on how things can be done,” said Kevon. “I say visiting other synergy members is a must. Being in the midst of all the action is an invaluable experience.”

“I went into the field with actual employees and performed real-time sales with real-time opportunity,” said Stephen. “I bounced ideas off of employees, observed customer body language during presentations, studied the engagement and interaction of the customers with the Atomatic employees, and observed an actual sales meeting. My time in Chicago with Jim, Don, Alex, Jerry, Laura and the Atomatic team was perfect!”