Sunergy: CRM for the solar

App Development
Client
Sunergy
Project type
App Development
Project year
2023

Sunergy: CRM for the solar

Challenge:

Sunergy, Florida’s largest vertically integrated solar installer, aimed to enhance its customer experience through a seamless, fully integrated sales-to-install process. To keep pace with the company’s rapid expansion, a scalable solution, encompassing both web and mobileinterfaces, was required. Additionally, Sunergy needed advanced analytics tomonitor and improve business operations efficiently.

Solution:

We collaborated with Sunergy to create a specialized customer CRM, meticulously designed to meet the unique needs of the solar installation sector, emphasizing integration and scalability. The innovative, cloud-based, serverless architecture empowers mobile sales representatives witha native iOS and Android app, optimizing their workflow, while the operationsand executive teams have access to comprehensive, web-based project trackingand customer support.

Results:

This innovative system consolidated the capabilities of 10separate systems, eliminating millions in licensing fees and reducedsales-to-install times, while offering a streamlined customer customerexperience. It not only simplified job tracking but also elevated processquality and organizational visibility at all levels, leading to significantimprovements in operational efficiency and customer satisfaction.

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