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Case Study
Implementation & Ongoing Support for Energy Fund Organization
Domain: Energy Funding
Product line :
Key Challenge:
- Customer wanted to build a seamless platform to integrate all their stakeholders of the operations team, property owners, contractors, and financial institutions.
- Better collaboration between local contractors and homeowners was needed, which was based on lengthy onboarding and approval process.
- Financial viability was associated with local stakeholders so rollout support was needed for the county, city, and state-level localizations.
- No common Sales process with high dependencies on the agents to perform the quotation-contract process.
Our Solution:
The Result:
This helped setting up template
and configuration-based solutions for sales process, resulting faster, accurate and cost-effective closure of financing process.
Faster and accurate
of handling largecontrol on Contractor onboarding, which involves tedious legal and negotiation steps.
Improved contract creation process
with use of tools like conga and DocuSign.
Better customer satisfaction
with faster resolution through social listening
