Implementing CRM and Customer Care System for Strefa Energii
Case Study
Client: Strefa Energii
Challenge
- Automate and streamline the process of scheduling appointments and executing installations.
- Eliminate information chaos and accelerate actions through effective automation.
- Facilitate tracking of progress and managing various types of installation financing.
- Improve data accuracy and operational efficiency.
Solution
Atteli implemented an advanced CRM system tailored to the unique needs of the company. Dedicated forms and business processes were introduced to handle different types of installation financing. The CRM system allowed automatic task assignment to appropriate roles, facilitating smooth communication and reducing unnecessary repetition. Additional features, such as SMS campaigns, integration with Facebook, and the availability calendar for sales representatives, were also implemented.
Results and Benefits
The implementation of the CRM system brought several benefits to Strefa Energii:
- Instant email and SMS notifications to prevent missing important tasks.
- Enhanced efficiency and quality of customer service.
- Access control to information, ensuring data confidentiality and security.
- Automated and organized management of sales and installation processes.
- Elimination of information chaos and improved communication between various roles.
- Easy tracking of progress and real-time data analysis.
Conclusion
Thanks to the implementation of the advanced CRM system by Atteli, Strefa Energii achieved significant benefits in managing sales and installation processes. Process automation, effective communication, and tailored forms ensured the company’s efficiency, effectiveness, and high-quality customer service. Atteli served not only as a technology provider but also as a trusted partner, collaborating with the company at every stage of implementation. The CRM system implementation allowed Strefa Energii to focus on delivering excellent energy solutions and building long-lasting customer relationships.
“In this type of implementation, it is extremely important to have a partner who can understand the business needs of the client and align them with the technical capabilities of the solutions offered,” the client representative added.