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CASE STUDY

Empowering Energy Efficiency: Streamlined CRM Setup for GreenAct Solutions

About the Client

GreenAct Solutions, an India-based non-profit dedicated to energy audits and optimization, required a structured CRM setup to manage its growing database of leads, contacts, accounts, and opportunities. By implementing Zoho CRM, GreenAct was able to centralize and automate its processes, allowing its team to track energy audit projects efficiently, manage client relationships, and optimize lead conversion. The CRM setup aligned with GreenAct’s mission to enhance energy efficiency across industries, enabling better insight into client needs and project progress.

Description

Implemented Zoho CRM for GreenAct Solutions, enabling centralized lead and opportunity tracking, client relationship management, and streamlined energy audit workflows.

Work Details

Configured Zoho CRM to manage lead generation, qualification, and tracking processes, ensuring a streamlined approach to new client acquisition.

Set up modules for contact and account management to organize and access critical client information with ease, supporting enhanced relationship management.

Established a comprehensive opportunity management framework to monitor and track energy audit projects from initiation to completion.

Built custom reports and dashboards for real-time insights into lead conversion rates, project timelines, and client engagement.

Provided training for GreenAct’s team on Zoho CRM functionalities to ensure efficient usage and smooth adoption.

Benefits

Improved lead conversion by 30% through structured tracking and qualification workflows within Zoho CRM.

Enhanced client engagement and relationship management, enabling the team to provide more personalized services.

Increased project efficiency with end-to-end visibility of energy audits, helping GreenAct optimize project timelines and resource allocation.

Reduced manual workload, allowing the team to focus on high-impact energy optimization initiatives instead of administrative tasks.

*Delivered as Thutech

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