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Zoho CRM & Projects Transformation for a Solar Energy Company

A solar company struggled to track customers and projects across disconnected tools. Zoho CRM and Zoho Projects unified sales and delivery for faster, data-driven operations.

Unified
CRM + Projects
Faster
Project delivery
Data-driven
Decisions
Zoho CRM & Projects Transformation for a Solar Energy Company
ClientSolar Energy Solutions Company
IndustryRenewable Energy
ServiceZoho

The challenge

The solar company managed customers and installation projects across disconnected tools, with slow responses, poor visibility into interactions, and inconsistent processes from sale to delivery.

What we did

  • Implemented Zoho CRM to centralize customer and sales data
  • Deployed Zoho Projects to plan and track installations end to end
  • Connected CRM and Projects so sales flowed straight into delivery
  • Automated workflows and standardized processes
  • Configured reporting and analytics, then trained the team

The results

  • A unified platform spanning sales and project delivery
  • Faster project delivery through connected workflows
  • Clear visibility into customers and project status
  • Consistent, standardized processes across teams
  • Data-driven decisions backed by real-time reporting
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