Original CRM system for the company zielona-energia.com

zielona-energia.com is a leading provider of photovoltaic systems for both residential customers and businesses. The company has been operating since 2013 and has an extensive partner network.

Challenges

zielona-eneria.com had already had its own CRM system for several years, but it had failed to improve customer relations and did not have a positive impact on employee efficiency. The team members were still using traditional communication solutions – the reason was inconsistency, difficult and illogical sales paths and lack of mapping of the company's structure. The main goal of the project was to create new software and transfer data from the company's current CRM system to a completely new solution. Britenet's UX team was also involved in the process, working on the visual layer of the project, conducting research and interviewing the target users of the system.

Solutions

After implementing the basic version of the CRM system, we stabilized it by addressing inconsistencies identified by us or reported by the customer. To improve information exchange, we introduced Redmine as a tool for problem tracking and project management.

A unified system was created to gather information about the company's potential and new customers, supporting a complete sales process – from the initial client visit to the completion of installation work. The system organizes the activities of the sales and partner network as well as the flow of information within the company. In collaboration with zielona-energia.com, a work plan was developed to expand the system with new functionalities and adjust the CRM's appearance in line with the company's brand guidelines.

Effects

The implementation of the company's proprietary CRM system made it possible to collect information about potential and new customers and to manage the complete sales process—from the initial customer visit to the completion of installation work. Additionally, it enabled the organization of the sales and partner network operations and improved the flow of information within the company.

The basic version of the CRM system developed for zielona-energia.com supports key business objectives. Thanks to the new solutions, it has improved the quality of customer relationships, streamlined internal processes, enhanced communication, and increased conversion rates of potential customers.

Together with the zielona-energia.com, a work plan is being developed to expand the system with new features that will help the company achieve its future goals and allow for additional modifications to the visual layer.

Technologies and tools used 

Java 11, PostgreSQL, Docker, Kubernetes, Spring, Test Containers, React, Formik and Ant Design.