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Case Study – Renewable Energy

Organization operating in the renewable energy space providing solar panels for installation in commercial and residential properties

Digital Transformation - Enhancement of Zoho suite of operations for an enhanced customer experience during onboarding

Enhance the user experience at the time of customer onboarding
Development of key forms within Zoho CRMfor residential and commercial projects
Automate the information gathering process , thereby reducing the volume manual entry by Field Sales personnel
Development of Deed Of Purchase within the Zoho suite confirming the transaction with the Client

Conducted a process walkthrough to gain an understanding of the customer lifecycle and the various points of information capture

Developed the forms in Zoho Forms across all stages of the customer interaction for both residential and commercial properties

Forms were designed in accordance with the design & compliance requirements put forth by partner agencies

Form fields included complex calculations to measure inventor size and capacity. Configured the auto population of CRM with the customer responses

Development of the Deed of Purchase within Zoho automating tax calculation in the backend

Provided automated notifications to Customer and sales representative at every stage of the project lifecycle

Create a seamless customer experience through the project lifecycle
Auto population of data across forms prior thereby reducing manual intervention
Compliance with regulatory bodies who require submission of data in a prescribed format
Update CRM module with relevant customer information provided in the forms
Creation of Deed of Purchase with the key details of the transaction and tax calculation

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