OneIT were able to understand our rapidly developing business and custom designed a CRM that reduced our requirement to hire additional staff.
Keiron D'Arcy, CEO, UNLTD Solar
The challenge
Started as a family business, UNLTD Solar has risen to become a leading WA renewable energy brand and has been elected by BRW Magazine as one of Australia's fastest growing companies. That exceptional expansion stretched the internal paper-based system to its limits.
The solution
A complex CRM and workflow system has been developed by OneIT to support the quick expansion. The new system allows UNLTD Solar to actively track and analyse their activities at any moment, better manage inventory and clients whilst significantly improving communication.
The benefits
Day-to-day improvements
By managing the entire workflow and relationship process, from the initial site visits, through generating quotes, monitoring of installations, producing of reports and client management; the custom built CRM is now UNLTD Solar’s core business system. It has significantly improved efficiency across the board.
Business benefits
Streamlined workflow and relationship management provided the UNLTD Solar’s team with the valuable data and understanding of the day-to-day operations, to deliver prompt quality services and plan and manage future expansions.
What we built
Lead allocation
Assigns leads and prospects to sales representatives
Quotes and contracts
Generates quotes and contracts, tracks conversations and sales
External integration
Interfaces with Federal and State governments for grant notifications, as well as external parties such a Western Power and Clean Energy Council
Installations and inventory
Tracking of inventory, assign installers and managing installations
Mobile inventory updates
Installers use portable device conected to CRM to update the inventory
Client communications
Manages client communications and interactions
Workflow reporting
Generates detailed CRM and workflow reports and analysis