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Our client Bruk-Bet Fotowoltaika — a leader in the photovoltaic industry — needed a comprehensive CRM system that would enable better management of sales activities across different company divisions, as well as support Bruk-Bet's points of sale and external partners. The system was also meant to ensure effective warranty handling and sales-lead generation directly from the website and from sales-rep activity.
Integration and support for collaboration between the company, points of sale, and external partners
Ensuring smooth communication between company divisions, points of sale, and external partners.
Sales process automation
Simplifying and automating lead generation, product sales, offer preparation by employees and external partners, and its authorization by Bruk-Bet installers to approve the offer and installation for the end customer.
After-sales service.
Communication personalization
The ability to tailor communication with customers and partners based on their history and preferences.
Warranty management and module-level warranty generation
Adding the ability to generate warranties based on products / panels used in the installation.
The end customer can verify warranties for installed products on the website.
Monitoring of Bruk-Bet product warranties and issuing certificates for installations performed by installers.
The project was delivered by implementing a CRM tailored to the client's specific needs around offer authorization and partner-executed installations.
The client operates a network of points of sale and many partners across Poland, all selling products to their end customers. The next phase of the CRM rollout was preparing a new Partner user type and making the system available to external firms and the client's own points of sale across Poland.
The system was integrated with:
The CRM was equipped with modules for:
Lead management
The CRM was equipped with tools for effectively tracking and managing leads from generation through sales close.
This enabled partners to better identify prospects and communicate with them effectively; our client has visibility into campaign performance and per-partner results.
The module also provides insight into service quality and potential issues in partner–customer collaboration within the main sales process defined by our client.
Sales automation
The system automates key sales-process stages — from customer segmentation, through offer personalization, to closing and the ability for partners and points of sale to generate warranties.
CRM with access for partners and points of sale
We created dedicated user types for partners, giving them access to the necessary tools and information, as well as management of their own leads and sales.
The CRM also supports training processes and enables partner-to-partner experience exchange through the messaging module.
Sales authorization by partners and points of sale
The CRM provides visibility of all offers prepared by partners for authorization by our client's administrators. This builds a sales history — and the client is assured that only authorized and approved panel installations are sold to end customers by Bruk-Bet Fotowoltaika.
Warranty generation and management
With the ability to automatically create warranties for installed modules, an employee or partner can generate module warranties for their customers in one click. After admin approval, warranties are sent to the end customer as a personalized document.
The system also provides ongoing access to current warranty status for installed products — which end customers can verify on the website — further increasing trust and satisfaction with the Bruk-Bet Fotowoltaika brand.
Thanks to the CRM implementation, our client achieved significant benefits that not only contributed to increased operational efficiency, but also materially improved customer and partner satisfaction with the company.
Shorter sales cycle through improved partner communication, points-of-sale coordination, and offer authorization
Thanks to automation of key sales-process stages (lead intake, approval, and authorization by a Bruk-Bet Fotowoltaika administrator), the average time from first contact to close was reduced by approximately 30%.
Higher lead conversion
More effective lead management, segmentation, and partner communication increased the conversion rate by 25%. The administrator sees aggregated statistics and receives notifications about lead-status changes at partners and points of sale.
Better communication and access to information
The CRM, with dedicated access for partners and points of sale, simplifies the sales process and provides tools for lead management, offer creation, and warranty generation.
More active partners
Streamlined processes and better partner support increased partner sales activity by 40%.
Better data analysis and real-time reporting enabled faster identification of areas requiring intervention and optimization of sales processes at individual points of sale or external partners.
