CRM Dev & Design for Solar Energy Company
- CRM Consulting and SI Other Design
- $200,000 to $999,999
- Sep. 2022 - Ongoing
- Quality
- 5.0
- Schedule
- 5.0
- Cost
- 5.0
- Willing to Refer
- 5.0
"We continue to work with them as we are delighted with our collaboration."
- Engineering
- Konigsbrunn, Germany
- 51-200 Employees
- Online Review
- Verified
CreedO Software Group has developed and designed a CRM solution for a solar panel manufacturer. The team's tasks include data migration and integration, user training, workflow automation, testing, and QA.
CreedO Software Group has been focused on increasing the client's sales, revenue, and customer satisfaction and retention rates; They've also gone the extra mile to reduce their costs and lead conversion time. CreedO Software Group's competence, timeliness, and professionalism are second to none.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the IT Director of AE Alternative Energy GmbH
Describe what your company does in a single sentence.
We are engaged in the development and production of solar panels worldwide.
OPPORTUNITY / CHALLENGE
- What specific goals or objectives did you hire CreedO Software Group to accomplish?
- Collaborating with stakeholders to understand CRM needs and challenges
- Designing and customizing a CRM solution tailored to the corporation's requirements
- Migrating and integrating data from legacy systems to the new CRM platform
- Conducting comprehensive user training and facilitating adoption of the CRM system
- Implementing workflow automation to streamline processes and improve efficiency
- Developing dashboards and reports for real-time insights and decision-making
- Ensuring quality assurance and testing to maintain system integrity and performance
- Orchestrating successful deployment and rollout of the CRM solution across multiple countries
SOLUTION
How did you find CreedO Software Group?
Referral
Why did you select CreedO Software Group over others?
- High ratings
- Pricing fits our budget
- Great culture fit
- Good value for cost
- Referred to me
How many teammates from CreedO Software Group were assigned to this project?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope of work for the CRM project for the solar panel manufacturing corporation involves several phases and activities aimed at implementing a comprehensive CRM solution across its global operations. Here's a detailed breakdown of the scope of work along with key deliverables:
1. Requirements Gathering:
- Collaborate with stakeholders across departments and locations to understand CRM needs, challenges, and objectives.
- Conduct interviews, workshops, and surveys to gather requirements comprehensively.
2. System Design and Customization:
- Design a tailored CRM solution aligned with the corporation's business processes, industry requirements, and regulatory standards.
- Customize the CRM system to accommodate multi-country operations, diverse user roles, and integration with existing systems.
- Develop data models, workflows, and user interfaces based on gathered requirements.
3. Data Migration and Integration:
- Transfer existing customer data and relevant information from legacy systems or spreadsheets to the new CRM platform.
- Integrate the CRM system with other enterprise applications such as ERP systems, accounting software, and marketing automation tools.
- Ensure seamless data flow and interoperability between systems.
4. User Training and Adoption:
- Conduct comprehensive training sessions for employees across all levels and locations.
- Familiarize users with the CRM system's features, functionality, and best practices.
- Provide ongoing support and resources to encourage user adoption and maximize system utilization.
5. Workflow Automation:
- Implement automated workflows and business rules within the CRM system to streamline processes.
- Standardize procedures for lead management, order processing, customer service, and other critical functions.
- Configure alerts and notifications to facilitate task management and escalation processes.
6. Dashboard and Reporting Development:
- Create customizable dashboards, reports, and analytics tools within the CRM platform.
- Provide real-time visibility into key performance indicators, business metrics, and customer insights.
- Empower decision-makers with actionable data-driven insights for strategic planning and optimization.
7. Quality Assurance and Testing:
- Conduct rigorous testing and quality assurance activities to identify and address bugs, errors, or performance issues.
- Ensure data integrity, security compliance, and seamless functionality across different devices and browsers. - Validate system performance under various scenarios and user workflows.
8. Go-Live and Deployment:
- Orchestrate the successful deployment and rollout of the CRM solution across all 15 countries.
- Coordinate with local teams, IT departments, and external vendors to minimize disruptions and ensure a smooth transition.
- Monitor system performance and user feedback post-launch to make necessary adjustments and enhancements.
Key deliverables include:
- Requirements documentation
- System design specifications
- Data migration plan and execution
- Training materials and user manuals
- Automated workflows and business rules
- Customized dashboards and reports
- Quality assurance reports and testing documentation
- Deployment plan and post-launch support strategy
Overall, the scope of work aims to transform the corporation's customer relationship management processes, drive operational excellence, and foster innovation across its global manufacturing operations.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
- Improved Customer Satisfaction Scores: Measure the increase in customer satisfaction scores through surveys or feedback mechanisms following the implementation of the CRM system.
- Enhanced Customer Retention Rates: Track the percentage of retained customers over time to assess the impact of improved CRM processes on customer loyalty and retention.
- Increased Sales and Revenue: Monitor the growth in sales and revenue attributed to more effective lead management, targeted marketing campaigns, and improved customer engagement facilitated by the CRM system.
- Reduced Lead Conversion Time: Measure the reduction in the time taken to convert leads into paying customers, indicating improved sales efficiency and effectiveness.
- Higher Employee Productivity: Assess the increase in employee productivity resulting from streamlined processes, automation of routine tasks, and better access to relevant customer data provided by the CRM system.
- Optimized Inventory Management: Track improvements in inventory turnover rates, reduction in excess inventory levels, and better demand forecasting facilitated by the CRM system's integration with inventory management systems.
- Faster Response Times: Measure the decrease in response times to customer inquiries, service requests, and support tickets, indicating improved customer service efficiency and responsiveness.
- Enhanced Data Accuracy and Integrity: Evaluate the improvement in data accuracy, completeness, and consistency within the CRM system, reducing errors and ensuring reliable insights for decision-making.
- Cost Savings: Calculate the cost savings achieved through efficiencies gained in various areas such as reduced manual effort, minimized errors, and optimized resource allocation facilitated by the CRM system.
- Adoption and Utilization Metrics: Monitor user adoption rates, frequency of system usage, and engagement with CRM features and functionalities to gauge the success of training initiatives and user acceptance of the CRM system.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
CreedO Group is a highly competent and professional team. They provided us with a project manager right away, with whom we communicated daily. All the sprints we agreed upon were completed on time.
They also offered their ideas for improving the system, and their CRM suggestions appeared logical and understandable, as if they had been working with our solar panel production for a long time and knew what we ultimately wanted to achieve. We continue to work with them as we are delighted with our collaboration.
What was your primary form of communication with CreedO Software Group?
- Virtual Meeting
- Email or Messaging App
What did you find most impressive or unique about this company?
Their approach to work was the most impressive aspect; they didn't just listen to our suggestions but also offered their own ideas, which we gladly considered. After the first few months of working together, we developed maximum trust in them, knowing they were fully invested in our project and understood what they were doing.
Are there any areas for improvement or something CreedO Software Group could have done differently?
It seems like there are no issues with them; there is complete understanding. They help us a lot with our project, and we often have joint corporate events in different countries. We've become like one family.
RATINGS
-
Quality
5.0Service & Deliverables
-
Schedule
5.0On time / deadlines
-
Cost
5.0Value / within estimates
-
Willing to Refer
5.0NPS
