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Affinity is an award-winning provider of technology and digital communication solutions, specialising in software development for today’s needs and tomorrow’s dreams.
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Solar Solutions CRM
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Solar Solutions CRM
4 week installation.
Better understanding of the needs of every individual customer
Empower every user to engage successfully with their customers
Deliver a consistent experience every time
Access anytime, anywhere – at work, at home, on the go
In context activity streams centralise intelligence about the account
Document sharing in the context of doing business
Email integration
Shared calendaring
Access to top influencers and contact patterns
Social UX tag, filter, share, and pin what’s relevant
Help create a single source of truth around customer data; improve data quality
2,000 contacts fully integrated within 6 week
Gain visibility into who is reading your messages
Track the clicking of embedded message links
Capture information straight from “contact us” type forms on your website
Automatic opt-out and unsubscribe management
Measure overall campaign success rates from both reach and ROI perspectives
Customer intelligence for every user on every screen
Powerful forecasting and true pipeline management drives predictable results
Seamless mobile edition (Desktop, Laptop, PC, Tablet – Just one interface to learn) keeps users productive on the go
Social UX: drive increased collaboration
Solar Solutions specialised in Solar PV installations for both on and off grid/stand alone renewable energy sytems for properties in the South West Region.
The business was formed very quickly to take advantage of the surge in interest in Solar PV due to the Government's 'FIT' income grant scheme. Affinity was chosen to take on this project as we were able to demonstrate we could implement a full open source CRM System within 4 weeks for them and then deliver a continual agile development cycle facilitating the improvement and enhancement of the system to suit their varying needs.
Within 12 months the CRM System was at enterprise level and supporting 200 sales people, 40 in house installers and over 400 contractors. With a database of over 20,000 potential and signed up customers.
The system was designed to cope with a 20 year client life cycle.
Project Details
ClientSolar Solutions ProfileUk based Solar PV seller and Installer ProjectCustomer Relationship Management System PlatformSugarCRM SectorEnvironmental ApplicationsCRM
- Charles House 18 Charles St Truro, Cornwall TR1 2PQ, United Kingdom
- +44(0)1872 321177
- info@affinity-digital.com
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About Affinity
Affinity is an award-winning provider of technology and digital communication solutions, specialising in software development for today’s needs and tomorrow’s dreams.
Affinity Digital (Technology) Ltd. Registered in England | VAT. 833 6458 14 | Co. REG. 05012752
