Hundreds of clients with solar panels installed within a few years
We are now able to handle hundreds of requests for solar panels with just five people. Thanks to the introduction of CRM Pipedrive, we are successfully completing 3 times more orders without unnecessary delays.
How did we proceed?
The client, a company specializing in solar power plant installation, decided to change its approach to contract and customer relationship management. Previously, they had been using various CRM systems, but none of them had delivered the desired results. They were complicated systems that were more like notepads and did not add any value.
Extensive research in the sea of CRM systems
When the company decided to switch to a new CRM system, it conducted extensive market research. They tried demo versions of several systems, but none of them met their requirements for simplicity and efficiency. Eventually, they discovered Pipedrive by Dáváme, which immediately impressed with its intuitiveness and ease of setup. After a few hours of testing, it was clear that Pipedrive was exactly what they were looking for.
The implementation with Dáváme went smoothly. The system setup took only 4 hours, during which time the employees were familiarized with the system's features and capabilities. The client also took advantage of Pipedrive's native integration with Proposify and Signi, which allowed them to easily generate and manage documents.
Real efficiency from day one
One of the key benefits has been a significant improvement in efficiency. The company can now process up to 100 orders per year with the same number of employees, a 300% increase from the original 30 orders. By centralizing information in Pipedrive, communication between salespeople and the execution team has also improved significantly, resulting in reduced errors and better coordination.
With Pipedrive, the company has all the important information in one place. Communication history, photo documentation and order details are easily accessible, improving visibility and enabling faster response to customer needs. In addition, thanks to SmartDocs integration, document generation and management is now much more efficient.
Better customer relations and a personalised approach
The introduction of Pipedrive has also resulted in better customer relations. Salespeople now have the ability to see the names of customers calling and their history, allowing them to provide personalised service and build stronger relationships. As a result, customer satisfaction has increased and the business has gained peace of mind that all information is properly recorded and accessible.
Overall, the implementation of Pipedrive has brought significant benefits to the company, allowing them to not only increase efficiency and productivity, but also prepare for future growth and expansion. The company is now flexible and can easily adapt their tools and processes to meet their current needs, giving them a competitive advantage in the marketplace.
All CRMs are the same, except for Pipedrive. That one is a steamboat away from the others. It's seriously simple to use, plus it's clear. The automation does much of the work for me, so I can work with our clients to plan the ideal solar power plant just for their home.
Solarbaron
Conclusion
A case study of a company installing solar power plants on the roofs of houses shows how crucial the right choice of CRM system is. Implementing Pipedrive not only brought the company significant improvements in efficiency and productivity, but also enabled better information management, reduced errors and improved customer relationships. As a result of these benefits, the company is now better prepared for further growth and development.
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