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实例探究 > How Quixy ensured sunshine at Sunworks with 20% improvement in sales conversion

How Quixy ensured sunshine at Sunworks with 20% improvement in sales conversion

技术
  • 分析与建模 - 预测分析
  • 功能应用 - 企业资源规划系统 (ERP)
  • 功能应用 - 远程监控系统
适用行业
  • 建筑与基础设施
  • 可再生能源
适用功能
  • 销售与市场营销
服务
  • 软件设计与工程服务
  • 系统集成
挑战
Sunworks followed manual processes for all the activities such as lead management, estimation, proposal preparation, identification of BOQ and for further execution of the project. The processes lacked clarity and transparency across various departments, were complex and also time consuming. Sunworks implemented a readily available 3rd party solution but the system failed in terms of configuring workflows and customization.
关于客户
Sunworks is an initiative by seasoned professionals to bring high quality Advisory, Engineering and Construction Management services to Solar PV developers. The company is dedicated to providing comprehensive solutions to solar energy projects, ensuring that every aspect from advisory to execution is handled with expertise. Sunworks aims to streamline the process of solar PV development, making it more efficient and effective for developers. Their commitment to quality and innovation has positioned them as a key player in the renewable energy sector, particularly in the solar industry.
解决方案
Sunworks approached Quixy to develop a comprehensive solution that catered to various requirements of its departments. Quixy studied the complexities and began the automation at two levels. The simple processes such as lead details capture was automated. Critical processes such as requirements gathering, estimation, automated proposal generation, identifying the bill of material, procurement, planning and installation were also automated. This comprehensive automation ensured that all aspects of the project were streamlined, reducing the time and effort required for each task. The new system provided a centralized platform for managing all project-related activities, enhancing coordination and communication among different departments.
运营影响
  • All lead information began to be systematically captured thanks to Quixy.
  • It became easier to create follow-up tasks and track them through the platform.
  • The system now generates accurate estimation based on the rules engine.
数量效益
  • Lead conversion for Sunworks improved by 20%.

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