This Scandinavian company specializes in renewable energy solutions, focusing on solar technology. With a mission to create sustainable energy solutions, they deliver innovative and efficient services to clients across the region. Their expertise spans installation, maintenance, and advisory services in the solar energy field.
The company faced significant challenges in finding a CRM system that could be tailored to their specific processes. Over the last year, they tried more than 10 CRM systems but struggled to identify one that could seamlessly integrate their operations across departments.
Their key requirement was a unified system that could streamline workflows from sales to project management, orders, and warehouse logistics. The lack of a cohesive solution caused inefficiencies, duplicate efforts, and difficulties in tracking progress accurately.
The ability to manage every department within a single platform was crucial to improving overall operations and supporting the company's growing client base in the renewable energy sector.
SOLO SAP implemented a customized solution in monday.com, integrating CRM, Project Management, Invoicing, and Warehouse tracking capabilities. This system allowed for seamless tracking and management of operations when clients placed orders, ensuring that sales, project delivery, and inventory updates occurred in real time.
Prior to adopting monday.com, the company struggled with siloed systems and a lack of integration, which hindered their ability to deliver efficiently. With the new solution, they could centralize all processes in one platform, eliminating redundancies and improving communication across departments.
The platform’s flexibility allowed it to be tailored to the company's unique workflows, addressing the specific needs of the renewable energy sector. The result was a significant transformation in their operational efficiency, enabling them to focus more on delivering exceptional service to their clients.
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