About the Client
Inenergy is a specialized energy consultancy focused on optimizing energy costs for businesses of all sizes, from small enterprises to large corporations. They excel in managing and negotiating B2B energy contracts, helping clients reduce expenses and navigate the complexities of the energy market.
Inenergy sought a UK-based partner with expertise in the energy market to develop a custom solution for managing complex pricing, contract pipelines, and analytics in Zoho. They required a high-touch, agile team that could deliver within timelines, ensuring they’d be prepared for their busiest season. After discussions with various other partner agencies, Inenergy chose ThoughtLogik, confident in their ability to meet the tight timeline and deliver a seamless Zoho solution. Key objectives included:
Custom Pricing App: Develop a Zoho app tailored to Inenergy’s pricing needs, integrated with Zoho CRM.
Detailed Analytics: Provide real-time reports and dashboards for actionable insights.
Contract Automation: Automate contract pipelines to prompt timely actions on renewals and deals.
Rapid Implementation: Deliver the solution within 4 weeks to meet seasonal demand.
Trusted Partnership: Engage a UK-based partner with energy market expertise and a client-focused approach.
Solution
ThoughtLogik worked closely with Inenergy to thoroughly understand their pain points and complex requirements during the initial discovery and requirements phase. Leveraging these insights, ThoughtLogik crafted a comprehensive Zoho One solution, integrating Zoho CRM, Zoho Desk, Zoho Creator, Zoho Sign, and Zoho Analytics. This suite of tools empowered Inenergy to digitize, automate, and streamline essential processes, including sales, pricing, tenders, contract management, and analytics, resulting in more efficient and cohesive workflows.
Zoho CRM serving as the single source of truth for all customer-related information. This included management of leads, customer accounts, vendor accounts, contracts, and communications. Zoho Desk functioned as the customer help desk, integrated seamlessly with Zoho CRM, allowing Inenergy to track and manage customer support tickets directly within the CRM.
Zoho Creator was utilized to build a custom energy pricing application that integrated with Zoho CRM. This provided Inenergy with the ability to quickly price tenders and send them to customers within minutes. Zoho Sign enabled secure and efficient contract signatures, while Zoho Analytics provided comprehensive reports and dashboards, empowering Inenergy with data-driven insights for better decision-making and business performance.
Implementation Process
The implementation of the Zoho One solution for Inenergy followed a structured process to ensure a seamless transition and meet their unique business needs. The process included the following steps:
1. Discovery & Requirements Gathering
Worked closely with Inenergy to identify key pain points, understand their business processes, and gather specific requirements to ensure the solution met their unique needs.
2. Solution Design
Designed a comprehensive Zoho One solution, integrating Zoho CRM, Zoho Creator, Zoho Sign, and Zoho Analytics, tailored to address Inenergy's business challenges and goals, with a focus on reporting and dashboard requirements.
3.Development & Customization
Developed custom modules, automation workflows, and reporting tools within Zoho Creator and Zoho CRM, such as contract pipelines, dynamic pricing structures, and custom dashboards, to streamline operations and enhance decision-making.
4.Testing & Quality Assurance
Performed extensive testing to ensure system functionality, data integrity, optimal workflow efficiency, and accurate reports and dashboards, resolving any issues before the solution went live.
5.Deployment & Training
Deployed the solution, delivered comprehensive training to Inenergy's team on the use of the system, reports, and dashboards, and facilitated a smooth transition to the new platform, ensuring the team was equipped to leverage the system effectively.
Results and Impact
The implementation of the Zoho One solution brought significant improvements to Inenergy’s operations, driving efficiency, accuracy, and scalability across the business. With a streamlined, integrated system in place, the company was able to realize several key benefits
Increased Efficiency: Automation reduced manual tasks, freeing up the team to focus on strategic growth.
Improved Accuracy: Transitioning from Excel to an integrated system enhanced data precision across operations.
On-Time Commission Claims: Real-time analytics and dashboards enabled accurate, timely commission calculations, preventing revenue loss.
Scalable Growth: The robust solution provided a scalable framework, supporting seamless expansion without operational hurdles.
“Thoughtlogik are the go to guys for Zoho apps and CRM customization, I highly recommend them to transform any companies software and data ambitions into reality. ”
