Solar Power digitizes its sales channel

Summary

• Solar Power Group markets the best brands of solar panels in the world and sells them to installation companies in Mexico.

• Sales force: 15 people

• Marketing Persons: 2

• Customer Care Persons:1

• Administrative back office: 3 people

Challenges:

• No visibility into business activities and pre-billing process

• All the contacts saved on staff  phone and whatsapp directories

• Monitoring of the logistics area, costumer care and administration in WhatsApp groups.

Solutions

• Business process mapping 

• Adapting Pipedrive to that process:

  • 3 funnels: account management, hunting for new clients, commercial back office

  • Customized fields for: billing, orders, logistics, training and customer service

  • Automations for notifications of contacts without activity and re-assignment, and for sending automatic messages to clients.

• Implementation of integrator to whatsapp

• Training:   sales process and productivity using Pipedrive

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