The challenge of maintaining the customer connection from contract signing to post-installation.
Solar companies face a constant challenge: providing an efficient and modern post-sales experience that allows customers to feel supported even after installation. In this case, the need was identified to provide end users with a simple tool to quickly resolve questions without fully relying on the support team.
One of the main sources of inquiries to the support team is related to the status of the installation or basic system settings. This volume of requests creates operational overload, forcing valuable resources to be allocated to resolving repetitive questions. Reducing dependency on the human team for this type of query becomes essential for scaling.
Intelligent Agent focused on customer autonomy:
InterConnecta developed a new mobile app designed for end customers, which connects directly with Zoho CRM and Zoho Desk. The differentiator? The app includes an integrated intelligent agent that answers frequently asked questions, shows installation progress, notifies about upcoming technical visits, displays status, and allows ticket creation, only escalating to the support team when necessary.
The intelligent agent connected to the CRM is one of the most outstanding features of this implementation and was specially designed for solar companies with a high volume of repetitive inquiries.
This agent allows customers to:
- Check the current status of their installation in real-time
- Verify scheduled dates for technical visits
- Access details of their open tickets, including internal notes, recent updates, and the ability to create new tickets
Additionally, it has been trained with battery catalogs from multiple manufacturers and with technical guides aimed at the end user, detailing how to solve common issues. This knowledge base, combined with CRM integration, allows it to offer specific support based on the type of system each customer has registered.
When a more complex need is detected, the conversation is automatically escalated to the human team, optimizing time and resources.
💬 “Our customers call too much and overwhelm the team.â€
A recurring concern that this tool aims to resolve.
Concrete results that transform the post-sales experience
This translates into:
Up to 70% reduction in manual inquiries in the post-sales area.
✅ Greater customer autonomy to follow their project
Users can check the status of their installation, dates of upcoming visits, and other relevant data from the app without relying on the support team.
✅ Reduced response time from the support area
The intelligent agent automatically resolves frequent questions, allowing the team to intervene only when truly necessary.
✅ CRM-connected support
Being integrated with Zoho CRM, the agent can provide responses based on real customer data, improving the accuracy and personalization of each interaction.
✅ Improved post-sales satisfaction
The combination of self-service, immediate responses, and real-time tracking results in a smoother and more positive experience for the end customer.
✅ Effective reduction of agent workload
The same team can handle a much larger volume without hiring new staff. Alternatively, those agents can be reassigned to higher value-added tasks such as specialized technical support, customer loyalty, or proactive post-sales.
If your solar company is looking to optimize the post-sales experience and provide a more agile and intelligent service to your customers, our team can help.
âœ‰ï¸ Contact us and schedule a personalized consultation to learn how to implement this solution in your business.
