CRM Implementation for Green Mark

Case Study

Client: Green Mark

Green Mark is a company specializing in renewable energy services. They design and execute comprehensive photovoltaic installations for various sectors, including businesses, farms, administrations, and homes. Green Mark is known for offering high-quality products that are well-regarded by industry experts.
Dynamics 365

Client Challenges

Green Mark approached Atteli with a need for CRM system implementation to streamline the work of sales representatives and manage customer relationships effectively. The key client requirements were as follows:

Project Execution

CRM implementation involved customizing forms and views, as well as implementing processes and automations. Two primary processes were introduced: Sales and Execution. The Sales process was designed to support sales representatives in gathering customer information, scheduling meetings, and completing contract signing. The Execution process oversaw payments and the installation process. Both processes incorporated automations, such as sending emails to customers providing project progress updates, notifying subcontractors about the status of their contracts, and sending notifications to employees, including sales representatives and managers. 

Atteli initiated the project in collaboration with Green Mark’s team to deliver a functioning solution promptly. The project followed an Agile model to allow for quick commencement and adopt a Minimum Viable Product (MVP) approach. 

In the final project phase, analytical reports were created to support management and facilitate employee reconciliations, including commissions. Additionally, a service process was introduced to handle service requests and post-sales support.


The CRM implementation project for Green Mark proceeded smoothly without significant issues. The client had full confidence in Atteli’s expertise and understood the system’s limitations. Through effective collaboration between Atteli and Green Mark’s team, the solution successfully addressed the client’s key requirements. Green Mark now possesses a tool that enables improved customer relationship management, process optimization, and automated communication, contributing to increased efficiency in their renewable energy operations.