The Solar Experts Achieve Digital Transformation By Leveraging Zoho

15.03.24 10:36 AM - By Kim

About The Solar Experts

Located in the Western Cape, The Solar Experts is a reputable solar company specialising in personalised solar solutions for both individuals and businesses. Their comprehensive services include solar design, supply, and installation, offering customers the means to liberate themselves from the challenges of load shedding and high electricity costs.

Their highly-skilled team encourages customers to choose a brighter, more sustainable future with their superior residential and commercial solar solutions, installed by qualified engineers and technicians with years of experience that makes them experts in their field. They believe in building a relationship with their clients and back up their solutions by top-notch after-sales support. The Solar Experts are proud certified Deye, Sunsynk, Greenrich & Fox Ess Installers. The Solar Experts have installed more than 600 power systems in the Western Cape to date.

The Challenge

The Solar Experts had been managing all their data on time-consuming spreadsheets and outdated manual documentation. These outdated methods resulted in missed opportunities and kept them from reaching their full potential.

As a growing business, they recognised the need for the implementation of a software solution that would help manage operations, streamlining their entire business process and ultimately increasing their ROI. It was in May 2023 that they reached out to DSL Telecom, a South African Zoho Premium Partner, for assistance with their software journey.

The Solution

To align with The Solar Experts' objectives, DSL Telecom's Zoho implementation team set about on a thorough analysis of their business processes, identifying key areas in need of optimisation.

The next phase involved implementing a fully customised Zoho CRM system, serving as the centralised application to address the company's immediate needs being data capturing, data storage and data management.

The Solar Experts team outside their headquarters

Industry Type: Energy Industry

Type Of Business: Privately Held

Headquarters: Macassar, Western Cape

Employees: 23

Zoho Applications That Helped Us:

Zoho CRM

Zoho Forms

Zoho Sign

Zoho Flow

Zoho Mail

Zoho CRM was configured to establish a logical and efficient data storage system, empowering The Solar Experts team to effortlessly capture and retain records of past, present and future client installations.

Email templates within Zoho CRM, is a feature that was set up to allow team members to send emails in a predefined format, thereby standardising their mails and boosting efficiency.

Our Zoho implementation team also designed a complete data flow structure, anticipating future CRM requirements as the company grows and requires more functionality.

The DSL Telecom team of Zoho software experts next identified the need to create various forms to capture data during different stages of the installation process. Zoho Forms was set up and used to create 5 individual forms which integrate seamlessly into the CRM. All form fields are mapped to their corresponding fields within Zoho CRM and once the fields have been populated and the form submitted, the data populates to the corresponding fields and sections within Zoho CRM. The set up of these forms assists their on site team with site surveys and installations and also automatically attaches to the relevant record in the CRM, which in turn limits the need for manual documentation.

In an effort to streamline their tedious document processing activities and provide a better customer experience,

Zoho Sign was the next application which was adopted. Clients now receive documentation via email to sign digitally and this also allows The Solar Experts team to keep track of all sent documents. The integration between Zoho Sign and Zoho CRM enables the user to send documentation to a client with pre-populated information, directly from the client record. Once signed, documents are simply attached to the client record in Zoho CRM.

Zoho Flow played a pivotal role in streamlining communication for The Solar Experts. The Zoho implementation team leveraged Zoho Flow to automate the dispatch of emails containing links to Zoho Forms. This seamless integration ensures a prompt response mechanism, triggered through webhooks when users interact with custom buttons.

Next up, with the aim of improving time management throughout the organisation as well as on an individual level, The Solar Experts team underwent a complete mail migration from Microsoft Outlook to Zoho Mail. This migration also enables The Solar Experts team to be more productive with everything they need in one window. The impressive ease of use, high-level security, and remarkable features of Zoho Mail, combined with its seamless integration with all other Zoho Apps, made it a standout choice.

Finally, to ensure that they achieve success faster with their Zoho investment, The Solar Experts have signed up for a DSL Telecom Customer Success Plan which includes hands-on support, one-on-one coaching sessions and expert advice from their dedicated Customer Success Manager.

Choose DSL Telecom

In conclusion, DSL Telecom has seamlessly implemented a comprehensive range of Zoho features and solutions for The Solar Experts, resulting in improved overall operational efficiency and enhanced customer service.

Looking to embark upon your own Zoho journey like The Solar Experts? Book your free evaluation meeting today .

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