Marcus Lashley

CRM for Solar Industry Hot House Energy in Blackburn required a way on managing their installations throughout the UK. We built an onsite system that managed all facets of the customer journey including Sales and Deposit handling Commission Payments and Salesforce Remittances Management of customer information including installation Control of install teams installations and remedials Automated documentation including fitting confirmation, guarantees, warranties, satisfactory notes and contract variation Finance Application Reports Complete Outlook integration for automated emails Management Reports including Balances outstanding Cash / Finance Cashflow Installs Due / Outstanding Sales by Rep / Region etc Stock Levels Fitted Business Cancellation analysis Hot House approached us to help implement a system to control their customer and enquiry data management. The solution needed to replace their spreadsheet and manual systems. We developed a bespoke CRM that combined Microsoft Access, Microsoft SQL Server and Microsoft Reporting services to provide a fully integrated and automated solution. With daily automated reports and text messages. Before Marcus got involved we spent a great deal of time manually reconciling spreadsheets and writing emails, their entire solution made us a much more efficient and a slicker organisation. Our management of outstanding debt and uninstalled jobs was more controlled. Our understanding of the business and where we were became clearer and the reporting to the board was simple as well as comprehensive Sharon the Head of Customer services