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UNLTD Solar

 
OneIT were able to understand our rapidly developing business and custom designed a CRM that reduced our requirement to hire additional staff.
 
Keiron D'Arcy
CEO

Workflow & CRM System

A newly developed workflow and CRM system was developed to support their fast growing company.

Issues

Started as a family business, UNLTD Solar has risen to become a leading WA renewable energy brand and has been elected by BRW Magazine as one of Australia's fastest growing companies. That exceptional expansion stretched the internal paper-based system to its limits.

Solution

A complex CRM and workflow system has been developed by OneIT to support the quick expansion. The new system allows UNLTD Solar to actively track and analyse their activities at any moment, better manage inventory and clients whilst significantly improving communication.

Features

  • Assigns leads and prospects to sales representatives
  • Generates quotes and contracts, tracks conversations and sales
  • Interfaces with Federal and State governments for grant notifications, as well as external parties such a Western Power and Clean Energy Council
  • Tracking of inventory, assign installers and managing installations
  • Installers use portable device conected to CRM to update the inventory
  • Manages client communications and interactions
  • Generates detailed CRM and workflow reports and analysis

Benefits

By managing the entire workflow and relationship process, from the initial site visits, through generating quotes, monitoring of installations, producing of reports and client management; the custom built CRM is now UNLTD Solar's core business system. It has significantly improved efficiency across the board.

Bottom line Benefits

Streamlined workflow and relationship management provided the UNLTD Solar's team with the valuable data and understanding of the day-to-day operations, to deliver prompt quality services and plan and manage future expansions.