ENERGY EFFICIENCY
The company leverages the synergy between Telemarketing and Contract Management for Excellence in the Photovoltaic Sector
Abstract:
The company has revolutionized its sales and installation process through the adoption of ContactGo, an integrated telemarketing and contract management platform (GoCRM), optimizing workflow and improving operational efficiency.
Problem:
The company faced difficulties in managing inbound and outbound sales and in the subsequent execution phase of contracts, with a process that required high manual intervention in task distribution among installers and back office.
Innovative Solution:
The introduction of ContactGo unified telemarketing operations with contract management. The integrated GoCRM platform enabled automatic registration of new contracts and the activation of an automated workflow for task assignment.
Implementation Phase:
- • Integrated Telemarketing:
Using ContactGo, Energia Innovativa Srl's telemarketing operators manage both inbound and outbound calls, tracking interactions with potential customers and recording sales details in real-time. - • Contract Registration:
As soon as a contract is closed, it is recorded directly on the GoCRM platform. The contract thus becomes part of a centralized database, accessible to all departments involved. - • Workflow Automation:
Upon finalizing the contract, the GoCRM system automatically activates a workflow that assigns tasks to installers and the back office. This includes scheduling the installation, checking material availability, and managing the necessary documentation. - • Tasks Assigned to Professionals:
Installers receive notifications and details about the tasks to be performed, while the back office handles the preparation and dispatch of documentation, ensuring all steps are completed in compliance with current regulations.
Energy Efficiency
Results: The adoption of ContactGo and GoCRM led to a significant reduction in installation waiting times and improved service quality. Automation reduced human errors and improved internal communication, resulting in greater customer satisfaction.
