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Case study · EGT Solar · Meridian, ID

CRM implementation for a solar client

Implemented a CRM for an external client from process analysis through configuration, using scripting, API integrations, and workflow automation to capture the full sales process.

Period
2018
Role
Business Technology Consultant

Figures are those published in my resume. Architecture is described at the pattern level: no confidential configuration, pricing logic, or customer data appears on this site.

01

The problem

A solar sales organization needed its full sales process captured in a CRM, from first contact through close, without the process being bent to fit the tool.

02

What I did

  1. Started with qualitative and quantitative analysis of how the team actually sold, then configured the CRM to match, using scripting, API integrations, and workflow automation to connect the pieces.

03

Outcome

A CRM that captured and supported the complete sales process for the client.

04

Skills used