Go Geothermal Transform & Optimise Their Sales Process with Zoho CRM

Ineel Kler on March 10, 2026

Go Geothermal Zoho CRM Case Study Hero Image

Client & the Challenge

Go Geothermal is a leading UK supplier of environmentally friendly heating and cooling products for commercial and domestic properties. As the demand increased for renewable energy, they opened facilities in the Midlands and North East of England. However, as their business expanded, they faced operational challenges:

  • Teams were disenfranchised with their original CRM platform, as it wasn’t user-friendly
  • Sales representatives reverted to using spreadsheets to manage their leads and opportunities in disconnected systems
  • Monitoring individual performance of the sales team was difficult, as the Directors had to manually check calendars

Go Geothermal needed a digital after-sales service, to integrate with their approved network of heating installers and correctly assign jobs for customers. The Directors hoped that connecting the pre-sales and post-sales journeys with a better CRM system would enhance their customer service. They approached Ascent, due to our expertise in Zoho CRM and status as a Zoho Premium Partner.

Solution

We migrated all of Go Geothermal’s disconnected data sources into the Zoho CRM platform, and built all the dashboards, pipelines and reports the firm required.

Key Features included:

  • Sales Pipeline Management: The management now have clear visibility of the activities and performance of their sales team around the clock
  • Customer Quoting: The team could see every quote a customer received for their account, after integrating Sage accounting
  • Enhanced After-Sales: They can track every stage of the sales journey in Zoho CRM, including installation handover
  • Advanced Reporting: A single source of truth in Zoho CRM allows the firm to create reports at the click of a button

Results

Go Geothermal now have enhanced visibility of performance, sales activity, and the after-sales journey. They’ve benefitted from improved customer satisfaction and reviews on Trustpilot since our CRM implementation. With more accurate, consistent data and seamless expense reporting, they are saving hours each month.

To quote Tim Williams, Executive Director of Go Geothermal:

“Imagine a human being lying in a hospital. Having Zoho is like suddenly getting visibility of all their vital signs, and we didn’t have that before.”

Tim Williams

Executive Director, Go Geothermal

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