Charging Forward: EVready’s Tech Transformation

The Challenge: Growing Pains

Al Levy, the company’s VP of Operations, knew their ambition was outpacing their technology. “We were growing incredibly fast,” Al recalls, “but our existing systems were like an anchor, holding us back from our true potential.”

Their previous software was creating bottlenecks, sometimes even grinding business to a halt. EVready® saw a chance to reimagine their operational approach, to build a technology foundation as innovative as their core product.

“We wanted to center our operations on Salesforce and integrate CPQ, we needed tools that could integrate with one another and help us from a technology standpoint instead of holding us back.”

-Al Levy, VP operations

Empowering Their Vision

Rather than letting technology limitations define them, the team took control. They sought a partner who could help them build a better systems landscape that would amplify their strengths.

Plative helped EVready® transform their technological infrastructure by:

• Integrating Salesforce CPQ for complex quoting processes
• Implementing native tax solutions within NetSuite
  • Integrating Docusign for streamlining field population and document storage inside CPQ
• Developing a seamless workflow from quote to invoicing
• Creating a “firewall” between sales and accounting systems

“I look at this as a long-term relationship, not a one-shot implementation.”

-Al Levy, VP operations

The Results: Accelerating Their Mission

The team can now manage substantially more business complexity with the same number of employees, turning technological investment into a powerful competitive advantage. Some key highlights:

• They can easily handle growing complexity, like international sales
• Expecting to more than double (potentially triple) sales in 2025
• Reduced operational errors to near-zero across integrated systems
• Accelerated critical business processes for key areas:
  • Quote generation
  • Streamline Order processing
  • Purchase order creation 
  • Invoicing and fulfilment

“Find partners who truly understand your specific needs and can adapt solutions just for you.”

-Al Levy, VP operations

A Partnership Built on Trust

Al Levy didn’t see Plative as just another vendor, but as a strategic partner who could navigate the complex terrain of startup growth. “There are a lot of Salesforce partners out there,” he shared. For EVready®, Plative stood out by demonstrating an exceptional ability to not just implement solutions, but to truly understand the company’s specific challenges.

When EVready® needed to improve their document signing process, Plative was there to support. “We wanted to auto-populate fields and automatically save signed quotes,” Al explained. “Plative took that on and delivered a great solution.”

The real magic? Time saved. “Time is our most valuable commodity,” Al emphasized. “The more efficient our team can be, the better we’ll be at taking on volume.”