Implementation of the month: Transformation of Solar Energy Operations with Zoho One

This month, we highlight an implementation carried out by our team for a leading solar energy company in Puerto Rico. 

Challenge

The company faced several operational challenges:

• Dispersed customer data and ineffective lead tracking.
• Manual and lengthy sales processes.
• Inefficient campaign management and lack of ROI tracking.
• Complex project planning and scheduling.
• Laborious financial management and inaccurate project cost tracking.
• Inefficient inventory management and lack of visibility in the supply chain.
• Inefficient handling of customer support tickets and coordination of field service work.

Solution

To address these challenges, we proposed a comprehensive solution using Zoho. The project began in September 2019 with the implementation of Zoho CRM for a small team of 4 users, which allowed for the centralization of customer data and improved relationship management. In January 2022, the company expanded its use to Zoho One, increasing the user base to 745 employees and over 300 external subcontractors. This complete suite included Zoho CRM, Zoho Sign, Zoho Social, Zoho Analytics, Zoho Books, Zoho Inventory, Zoho Desk, and Zoho Creator, all integrated to support their complex operations.

 

Benefits

The implementation of the Zoho Suite and the services offered by InterConnecta brought several key benefits:

• Automation: Numerous manual processes were eliminated, significantly reducing the time spent on administrative tasks.
• Integration: The integration of various applications allowed for a holistic view of operations, improving coordination between departments.
• Continuous Training: We provided ongoing online and in-person training, ensuring that staff were well-prepared to use the new tools and processes.
• Support and Maintenance: Our team provided daily support and ongoing maintenance, ensuring that any issues were addressed quickly, keeping operations running smoothly.

The adoption of Zoho One not only allowed for greater operational efficiency but also improved customer satisfaction by providing faster and more accurate service.

 

Conclusion

Our client was able to significantly transform their operations thanks to the implementation of Zoho, demonstrating a commitment to innovation and excellence in the solar energy sector. The collaboration with our team not only optimized their processes but also positioned the company for continuous growth and success in a competitive market.

 

This is just one of many examples of how our solutions can transform and improve the way businesses operate. If you would like to learn more about how we can help you implement innovative technological solutions in your company, please do not hesitate to contact us.