UNLTD Solar

A workflow and CRM system that evolves with their business and supports their ongoing growth.

Issues

Voted one of Australia’s fastest growing companies by BRW Magazine, UNLTD Solar’s rise from family business to WA’s number one renewable energy brand was phenomenal. So much so that the business had just as rapidly outgrown its paper-based internal systems.

Solution

We developed a sophisticated CRM and workflow system capable of evolving with the business, supporting growth by allowing UNLTD to actively manage, track and analyse everything from leads and inventory, to clients and communication. The new system:

• Assigns leads and prospects to sales representatives
• Creates quotes, produces contracts, tracks conversions and monitors sales
• Interfaces with external parties, such as Western Power, the Clean Energy Council and Federal and State governments for grant applications
• Enables tracking and management of installers, inventory and installations
• Allows installers to use hand-held devices to update inventory via the CRM
• Manages email communications and client interactions
• Provides detailed workflow and CRM reporting and analytics

Benefits

The entire workflow and relationship management process is now managed by UNLTD Solar’s new system, from initial site visits and stock management to installation and reporting. Today, it’s their core business system and has directly improved organisational effectiveness across the board.

Bottom line

Streamlined workflow and relationship management has not only enhanced day-to-day operations, including the timeliness and quality of UNLTD’s service, it has armed their team with the information and insights they need to plan and manage future growth.

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