ZenkeiX

BACKGROUND

Please describe your company and position.

I am the CEO of Energy Consulting Company

Describe what your company does in a single sentence.

We provide energy consulting services for businesses, helping clients reduce costs, improve efficiency, manage contracts and identify better energy solutions through data analysis and tailored recommendations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ZenkeiX to accomplish?

• Automate lead qualification and CRM data entry.
• Generate faster, more accurate preliminary quotations.
• Improve follow up consistency and increase lead conversion rates.

SOLUTION

How did you find ZenkeiX?

• Online Search
• Clutch Site

Why did you select ZenkeiX over others?

• High ratings
• Company values aligned

How many teammates from ZenkeiX were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

ZenkeiX designed and implemented an AI powered lead management system integrated with the company’s existing CRM and communication channels. 

The scope included automated lead capture, data extraction, qualification and prioritization based on predefined business criteria. Key deliverables included CRM automation, AI assisted preliminary quotation generation, personalized follow up workflows, internal notifications for high value opportunities, performance dashboards and staff training. 

The system was also tested and optimized to improve response times, data accuracy and lead conversion rates.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Within three months, average lead response time decreased by 70%, manual CRM data entry was reduced by 80% and quotation preparation became 60% faster. 
Follow up completion increased from 55% to 92%, while the lead conversion rate improved by 24%. The team also saved approximately 35 working hours per month.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

ZenkeiX managed the project through clear milestones, regular progress updates and structured testing phases. 

All key deliverables were completed on time. 

The team responded quickly to feedback, adapted the solution to our workflows and provided practical support throughout implementation.

What was your primary form of communication with ZenkeiX?

Virtual Meeting

What did you find most impressive or unique about this company?

Their ability to quickly understand our operational challenges and turn them into practical AI solutions was most impressive. ZenkeiX combined technical expertise, flexibility, and a strong focus on measurable business results.

Are there any areas for improvement or something ZenkeiX could have done differently?

No, Fully satisfied.