Opensolar integration for a solar company
Introduction
Sales and Marketing
Kluem struggled with managing leads from various sources and tracking their progress through the sales pipeline.
An automated system was implemented to update monday.com boards with incoming leads from sources like solar quotes and Facebook campaigns.
Operations
Project management was disjointed, with information scattered across different platforms.
Project management was centralized in monday.com, with automatic updates from OpenSolar on proposal statuses and project milestones.
Human Resources
Difficulty in allocating the right personnel to projects based on skills and availability.
The integrated system provides a clear overview of project statuses and resource requirements.
Customer Service
Keeping customers informed about their solar project status was time-consuming and often inconsistent.
Automated updates from OpenSolar to monday.com ensure that customer service representatives always have the latest project information.
Conclusion
By implementing this automation solution, Kluem Electrical Service transformed from a traditional solar company into a tech-savvy industry leader. The seamless flow of information between OpenSolar and monday.com, orchestrated by an advanced automation platform, has created a synergy that propels the company forward in the competitive solar energy market.
Increase in overall efficiency
Reduction in manual tasks
Decrease in human error incidents
Increase in client satisfaction
Contact us today to explore how our tailored business automation solutions can revolutionize your operations and set you apart in the competitive landscape.
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