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.
What we did
- 1
Configured Zoho CRM to manage lead generation, qualification, and tracking processes, ensuring a streamlined approach to new client acquisition.
- 2
Set up modules for contact and account management to organize and access critical client information with ease, supporting enhanced relationship management.
- 3
Established a comprehensive opportunity management framework to monitor and track energy audit projects from initiation to completion.
- 4
Built custom reports and dashboards for real-time insights into lead conversion rates, project timelines, and client engagement.
- 5
Provided training for GreenAct’s team on Zoho CRM functionalities to ensure efficient usage and smooth adoption.
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The results
*Delivered as Vegacompass.
