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Learn why Bioforestal left their fragmented custom setup for modern commerce software

Bioforestal is a nature-based project developer specializing in ARR and IFM with no shortage of expertise in carbon capture project development and forestry restoration. Their highly-valued projects are marked by their strong support, detailed documentation, and reliable communication with the local forest owners and communities.

Bioforestal’s commitment to the quality and integrity of their projects is clear in every interaction taken with the forest owners and communities. Because, at the end of the day, that’s what has always mattered most to them. 

Always looking for ways to maximize their impact and conserve critical biodiversity, they knew it was time to scale. 

However, before they ramped up, they needed a way to not only identify the right buyers, but to also ensure accurate delivery, inventory information, and overall understanding of scope as they grew.

Prior to adopting Catalyst, Bioforestal relied on manual processes, spreadsheets, and decentralized systems to manage their operations. With ambitious growth targets, including expanding project sites and doubling carbon credit sales, the team needed a robust solution to streamline commercial credit operations. Some of the challenges they faced:

• Disjointed Transaction & Payment Tracking:
  • Teammates handled transactions, tracking credits manually and consolidating records in Excel.
  • Wire transfers were the primary payment method, but tracking payments across multiple spreadsheets was inefficient.
• Inefficiencies in Buyer Engagement & Proposal Management:
  • Customer documents, including company presentations and portfolio details, were stored in Google Drive making it difficult for teams to find key documents.
  • Proposals did not have standardized professional way to pull info and content without costing the team valuable time.
  • Sales were managed through personal relationships.
• Pipeline Management & Inventory Coordination Issues:
  • Sales pipelines were maintained in Excel spreadsheets.
  • Coordinating inventory levels took up to 2-3 weeks, causing delays in responding to buyers.
  • No streamlined process existed to prevent overselling, requiring multiple touchpoints and executive oversight. Get a Catalyst Demo

Implementing the Catalyst solution

Bioforestal implemented Catalyst to address these inefficiencies and drive operational excellence. Catalyst consolidated multiple tools into one platform, significantly improving the team's ability to manage sales, track inventory, and prevent overselling.

Key Benefits of Catalyst Implementation:

• Improved Inventory Accuracy & Overselling Prevention:
  • Catalyst ensures 100% accuracy in tracking inventory levels and mitigates the risk of overcommitting carbon credits.
• Enhanced Productivity & Efficiency Gains:
  • Bioforestal estimates a 50% improvement in overall operational efficiency.
  • The consolidation of three separate tools into Catalyst streamlined workflows and communication.
• Significant Time Savings:
  • The team saves over 50 hours per month by eliminating manual tracking and redundant processes.
  • Instantly creating proposals from live inventory and project information allows for the team to go-to-market in seconds, rather than days.
• Optimized Buyer Engagement & Sales Processes:
  • Custom proposals enable more effective buyer interactions and a smoother sales cycle.
  • Faster access to real-time inventory levels allows for quicker customer responses, reducing coordination time from weeks to hours.
  • Reduced sales length time.

Catalyst has allowed the Bioforestal team to move away from the old world of manually entering data into complex spreadsheets, and into the new world of managing carbon projects.