The case of the Solar Garden solar photovoltaic power plant installation company. Implementation of CRM, telephony setup – Brutal Marketing

Solar Garden - the company is engaged in the design, sale and installation of alternative energy equipment - solar panels (under the Green Tariff and autonomous systems).

Site: solargarden.com.ua/
Number of employees: 38

The Solar Garden company is engaged in the sale and installation of solar power plants under the "Green Tariff" for private use and passive income.

Solar Garden employs employees where each member of the team knows exactly the essence of the matter. The company also undertakes the execution of a complete package of documents for the installation and connection of SPS (solar power plants).

By August 2019, the founders of Solar Garden made decisions to implement Kommo for quality work with applications and documents. In the process of processing applications, there was a serious problem of accounting and distribution of applications for work, quality control of the receipt by the client of all the necessary documents for the legal registration of the installation of solar power plants.

The owners of Solar Garden came to the decision that a CRM system for business is needed, which will help automate the work of the company. As of August 2019, the Google Spreadsheets service was used to work from the client base. On the recommendation, Solar Garden contacted Brutal Marketing - digital agency.

We fairly quickly conducted interviews with the heads of the sales department and the chief lawyer of the company, found out the details of business processes, studied the results and got to work.

First, based on the results of the brief, we set up sales funnels, fields, and automatic tasks. After an intermediate audit of the work done, we started setting up the integration of Kommo CRM with the Solar Garden website. Now, after filling out the forms, the request immediately goes to the right CRM funnel, depending on the type of request.

We also set up a Digital Sales Funnel. When a request is received from the site, the system assigns it to a free manager (the appointment of a responsible manager depends on the number of open deals for him). As soon as the manager becomes responsible for the lead, the system automatically creates a deal card and sets the first task "Process the request".

The next step is to call the client, identify the need and make an appointment. Based on the results of the interview, we created special fields for recording. For the manager on the screen, the system highlights all the fields that he needs to fill out.

The CRM of the Solar Garden company also implements interactive task setting and automatic change of responsible: depending on the area of residence of the client. In the process of moving the transaction through the stages of the sales funnel, the system automatically indicates to the manager the packages (list) of documents required for registration and the time frame during which they must be ready.

Separately, it is worth highlighting the ability of measurers to work in the system using the Google calendar: notifications about a new measurement come to the general chat of measurers with the opportunity to take an order into work.

We also integrated Kommo CRM with Facebook pages and set up IP telephony. Now the manager, when receiving a new lead from Facebook, can call the client directly from the CRM card, and this conversation will automatically be displayed in the deal / client card - in the future it will be possible to listen to it in two clicks.

In the process of setting up the system, an individual development from Brutal Marketing was also implemented - a widget for generating documents according to templates based on information from the fields of deal, contact, company cards.

As a result of the development and integration of Brutal Marketing, the Solar Garden team received a convenient system with an automated work of the sales department.

Thanks to the maximum simplification of all operations, applications are processed in the shortest possible time. The system itself now controls the workload of sales managers. Convenient widgets and integrations saved managers from a large amount of routine tasks.

As a result, Kommo CRM guides managers through all stages of the sales funnel and allows you not to miss a single important detail.