About Affinity

Affinity is an award-winning provider of technology and digital communication solutions, specialising in software development for today’s needs and tomorrow’s dreams. We work in web, CGI and app development - most often a combination of all three.

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Solar Solutions CRM

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Affinity Digital Head Office: +44(0)3302 211 188
Affinity Digital Client Services: +44(0)3302 211 200
Jonathan Duval (Sales Director): 01872 321177

 

Solar Solutions CRM

Features:

4 week installation. 

Better understanding of the needs of every individual customer

Empower every user to engage successfully with their customers

Deliver a consistent experience every time

Access anytime, anywhere – at work, at home, on the go

In context activity streams centralise intelligence about the account

Document sharing in the context of doing business

Email integration

Shared calendaring

Access to top influencers and contact patterns

Social UX tag, filter, share, and pin what’s relevant

Help create a single source of truth around customer data; improve data quality

 

 

 

 


2,000 contacts fully integrated within 6 week 

Gain visibility into who is reading your messages

Track the clicking of embedded message links

Capture information straight from “contact us” type forms on your website

Automatic opt-out and unsubscribe management

Measure overall campaign success rates from both reach and ROI perspectives

Customer intelligence for every user on every screen

Powerful forecasting and true pipeline management drives predictable results

Seamless mobile edition (Desktop, Laptop, PC, Tablet – Just one interface to learn) keeps users productive on the go

Social UX: drive increased collaboration

Solar Solutions specialised in Solar PV installations for both on and off grid/stand alone renewable energy sytems for properties in the South West Region.

The business was formed very quickly to take advantage of the surge in interest in Solar PV due to the Government's 'FIT' income grant scheme. Affinity was chosen to take on this project as we were able to demonstrate we could implement a full open source CRM System within 4 weeks for them and then deliver a continual agile development cycle facilitating the improvement and enhancement of the system to suit their varying needs.

Within 12 months the CRM System was at enterprise level and supporting 200 sales people, 40 in house installers and over 400 contractors. With a database of over 20,000 potential and signed up customers.

The system was designed to cope with a 20 year client life cycle.

 

 

 

 

Project Details

ClientSolar Solutions ProfileUk based Solar PV seller and Installer ProjectCustomer Relationship Management System PlatformSugarCRM SectorEnvironmental ApplicationsCRM

About Affinity

Affinity is an award-winning provider of technology and digital communication solutions, specialising in software development for today’s needs and tomorrow’s dreams. We work in web, CGI and app development - most often a combination of all three.

 


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