Bitrix24 Case Study: Eclipse Energy

Learn how we solved this clients customer relationship management problem with a workflow solution to seamlessly automate most of the manual intervention in their process.

Eclipse Energy, UK
Solution: Customer Relationship Management

Eclipse Energy is a leading specialist in energy-efficient homes, offering comprehensive solutions across four key sectors. Eclipse Energy excels in renewables, enabling homeowners to generate power independently with Air Source Heat Pumps, Solar Panels, Battery Storage, and Commercial Solar. Their expertise in heating includes high-performance boilers, smart thermostats, and funding options in the Halifax and Yorkshire area. Additionally, they provide cost-effective insulation solutions such as Conservatory and Home Insulation, delivering substantial energy savings.

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The Problem

Eclipse Energy faced a significant challenge in managing multiple energy-saving solutions effectively. They recognised the need for a comprehensive Customer Relationship Management (CRM) system that could efficiently track the entire customer sales journey, starting from the initial inquiry to the installation process and final payment.

The Solution

To address this issue, Eclipse Energy implemented a tailored CRM solution with a range of essential features. Firstly, they established separate deal pipelines for each energy-saving solution they offered, ensuring a streamlined and organised approach. Each pipeline was customised to accommodate specific stages associated with different solutions.

To enhance visibility and decision-making, the CRM provided a Kanban View for each pipeline, allowing the team to visually track the progress of each deal and identify which stage it was at in the sales process.

Furthermore, Eclipse Energy utilised automation and business processes within the CRM, optimising efficiency and reducing manual tasks. This automation not only saved time but also ensured consistency in handling customer interactions and deal progression. By implementing this comprehensive CRM solution, Eclipse Energy efficiently managed their diverse energy-saving solutions, providing a seamless experience to customers from the initial contact to the successful installation and final payment.

Take a look at our other Bitrix24 case studies.

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The Commonwealth: Global Collaboration Portal

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GI Group, London: Event & Learning Management

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Amazing Lash Studio, Phoenix: Sales & Project Management

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Acrelec, Paris: Maintenance Management System

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Pangea, London: Video Consultations Solution

Pangea SI is a platform for research in the Energy, Natural Resources, Chemicals and Infrastructure sectors. They provide direct consulting engagements to their clients.

Incus Group, Saint Kitts & Nevis: Call Centre Solution

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Arnsbo Group, Aarhus: Marketing & CRM System

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Shorts Lifts, UK: Automation & Workflows

Shorts Lifts is a leading player in the lift industry. They provide new lift packages, components, and spare parts to top lift companies.

CDUK, UK: Global Collaborative Portal

CDUK is a leading supplier of surface materials and complementary products in the UK and Ireland. With over 40 years of experience, CDUK supports their customers as with their expert advice and products.

Payroll Options, UK: Customer Relationship Management

Payroll Options is a leading company in fast payroll solutions. With two data centres and focus on easy access and customer needs, they provide a consistent payroll services.

British Polio Fellowship, UK: Charity CRM Solution

A charitable organisation with a mission to support and empower individuals in the UK living with the late effects of polio and post-polio syndrome (PPS) offering vital information, welfare, and support.

Frequently asked questions:

We are looking for a CRM system, where do we begin?

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There are two types of Bitrix24, a cloud solution and an On-Premise solution. The cloud solution is licensed on user count and features, whereas the On-Premise is just licensed on the user count. We will advise the best solution as per your requirements.
Do Intreface offer support for Bitrix24?

Yes. We have tailored dedicated support packages based on the number of users you have and your support requirements. Check out our Bitrix24 support packages.
Do you offer training for Bitrix24?

Yes. All our support packages and implementation come with training hours. You can also purchase training hours separately whether you would like a recorded online session or training in-person in your office.

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