Partner Profile:
Industry: Solar energy
Size:Գٱ
ʲٲԱղ: Consulting Partner
Results
- ENACT's customer, Apex Solar, hasdoubled their revenues since using ²վ and ENACT.
- 10+ companieswho also want ENACT have signed up for ²վ CRM.
- ’smarket presence anduser base have expanded toAsia, a market they didn’t expect to enter so soon.
- ENACT avoided spending 6 months developing their own integration.
The Product Management team at ENACT wanted to provide users of their own software with a call-center management, business reporting, and marketing automation solution that would work seamlessly with theENACT platform. But the team was wary of sacrificing six months to develop their own integration when they could have used that time to build out more of their coreplatform capabilities in the solar energy sector. When the only way forward was to integrate with other software options, they didn’t hesitate. They chose²վ.
About ENACT SYSTEMS
’s end-to-end business platform accelerates sales, financing, and operations for solar project developers, distributors, and installers.It also provides marketplace and analytics services for a range of industry stakeholders. The company is headquartered in San Ramon, CA, with offices in Bangalore, India.
Time is Money, and Six Months Was Too Costly
The distributed solar market is growing rapidly. As customers—installers, distributors, and funds—grew their businesses to user groups of 50 or more per company, they needed call-center management, business reporting,scheduling, and marketing automation solutions that would scale with them.
In fact, Apex Solar, a solar developer in thestate of New York, was using three different applications from three different vendors. Because these applications were all different systems that didn’t easily work together, it was very difficult for teams to collaborate productively.
But ’s platform was very focused on solar industry-specific design, project management, financing, and workflow needs, andthe company had no plans to spend the time and money to develop such feature integrations themselves. And Apex Solar didn’t have a budget for a built-out IT team to fill in the gaps.
Rick Becker, VP of Product Management, knew he had to have a system that would provide ’s customersan integrated end-to-end platform.So when the only way forward was to integrate with other software options, he didn’t hesitate.
The Perfect Combination: A Single Sign-On and Quality Customer Service
He chose²վ CRM for three major reasons:The interface was extremely easy to use, the APIs were powerful, and it meshed well with ’s similarly intuitive and robust platform. With just two new buttons to get used to and the added benefit of a single sign-on approach, the ENACT-²վ integration provided what Becker calls a “seamless interconnection” between the two systems, without having to leave theENACT workflows.
Users are able to take, for example,a workflow status or production information from ENACT, carry it over into ²վ, and then use the power ofthe CRM’s dashboarding and reporting to create a lead and transfer it—with all of its details—into theENACT platform.From there, once a quote is created, a single click sends the proposal and any other required information back into²վ CRM.
One of the greatest value-adds²վ provided for ENACT was the fact that it reduced the time it took ENACT to onboard customers new to ²վ, thanks to the CRM’s single sign-on feature and ²վ’s exceptional customer service. “Any time a company brings on a new software program to help improve efficiencies and cut costs, there will inevitably be challenges and speed bumps. The level of support and timeliness of that support in setting the system up, making adjustments, and fixing bugs is impressive.”
ENACT Enters a New Market Sooner With ²վ
Several ENACT customers now utilize the ENACT-²վ integrated solution. They appreciate the successful scale-out and ease of access for multiple business functions on one platform.
A lot has changed for Apex Solar: What was once three different systems that didn’t work together is now one integrated platform, handling the sales, marketing, and reporting they need to run their business.
And a lot has changed for ENACT, too. Integrating with ²վ has propelled them to expand their market presence and user base toAsia, where ²վ CRM already has a large user base. In addition, almost a dozen companies in the US who also want ENACT have signed up on ²վ.
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