Implementation of CRM in RES - GreenTerm.co.uk
GreenTerm is an authorized representative and installer of Daikin heat pumps, offering comprehensive services in consulting, sales, installation and service of these devices for individual customers.
- Industry: RES | Installation services
- Problem: The bidding and sales process
CRM needs in the RES industry
The RES industry, including companies such as GreenTerm, needs a CRM system that supports the management of leads, the sales process and after-sales service. Key features include automatic collection of inquiries from various sources, categorization of potential customers and reminders to contact. The CRM allows for quick generation of personalized offers, sending them electronically and monitoring their status to speed up the contracting process. An important element is the automation of follow-ups, thanks to which the system independently reminds about the next steps in communication with the customer. In addition, the CRM allows transparent monitoring of the sales funnel, organization of installation and service schedules, and sending reminders for equipment maintenance, which increases efficiency of operations and customer satisfaction.
CRM functions used by GreenTerm.co.uk
SalesWizard CRM has significantly improved our company's operations. By automating processes such as lead handling, quoting and follow-up reminders, we are able to focus on what matters most - delivering superior service to our customers. The system allows us to transparently manage the entire sales process and organize our team. I strongly recommend SalesWizard to any RES company that wants to increase efficiency and organize its operations.
Lukasz Glowacki, owner of the company
How did we help you implement SalesWizard CRM?
The implementation of SalesWizard CRM has helped GreenTerm improve its management of the entire sales process and customer relationships. The system automated the handling of leads, allowing them to be categorized quickly and follow-up more effectively. The quoting and contracting modules accelerated the generation of personalized offers and the finalization of deals. In addition, SalesWizard provided better organization of installation and service schedules, which translated into higher work efficiency and greater customer satisfaction. Thanks to the implementation, the company achieved better control over processes and improved its competitiveness in the market.
We continue to work with the client to develop functionality for the RES industry:
- Bidding calculator for RES services
- Calculation of heating power requirements of houses
Do you run a company in the installation and RES industry? Looking for a dedicated CRM implementation for your industry?
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