CRM for Solar PV Companies

Ravel Solutions recently implemented Zoho One for a leading Solar Retailer in Melbourne, changing the way that they collaborate with customers, staff and field teams.

The Problem

Administration in a heavily compliant industry typically leads to processes that rely on a lot of paper and box ticking, and not enough focus on customer experience.

Like many companies, software was implemented to fix a specific problem, leading to many different systems that didn’t talk to each other and were not setup by an experienced implementation team.

With a focus on driving more sales, increasing profitability and providing a better customer experience, they needed to implement a CRM that could expand to be a business wide ERP system that could manage the entire customer journey, not just the initial lead capture.

After deciding that Zoho suite of products would be the right solution for their needs, providing them with the functionality needed at a price that was right for their budget, they engaged several Zoho Implementation Partners and chose Ravel Solutions. 

The Solution

Zoho One was implemented with a focus on Slaes, Marketing, Internal Communication and Field Services.

Ravel Solutions implemented Zoho CRM, configuring their sales process for lead management, sales pipeline management and a digital quoting system that allowed them to capture data while with a client and converting that to a digital proposal solution that the customers could accept and sign online.

Zoho MarketingHub was implemented to automate a series of emails that build brand awareness, educate customers and collect critical customer surveys and reviews after the project is complete.

Field teams were able to receive information about installs and site visits, using Zoho Creator, collecting critical install data and photos that are required to cover off compliance and warranty requirements.

 

Ravel Solutions

We provide Zoho implementation services, to help small & medium businesses to maximise their investment and get up and running faster.

Our team provides process discovery services. helping us to understand our clients business, drivers and people to make sure that your new software is setup in a way that drives efficiency, increases customer collaboration and collects critical data for management reporting. talk to us today about how we can help you to:

  • Choose the right cloud software for your business
  • Workshop your processes and areas for improvement
  • Setup your new software systems
  • Train your teams on best use
  •  Provide continuous improvement support to evolve your systems