What problem did the renewable energy company have with commission management?
A large renewable energy company with more than 1,000 internal and external salespeople faced frequent commission calculation errors due to the complexity of different compensation plans, deductions and variable goals, affecting operational efficiency, team morale and payment accuracy.
What solution did InterConnecta implement for commission management?
InterConnecta implemented its commission management tool, fully integrated with Zoho CRM, which automates complex calculations, gives salespeople real-time visibility into commissions and ensures compliance with tax withholding requirements.
What results did the company achieve with InterConnecta’s commission tool?
Commission processing time was reduced by 50%, calculation errors were virtually eliminated, payments became timely and accurate, and the finance team was able to focus on more strategic tasks.
What problem did the renewable energy company have with its external sales teams?
A leading renewable energy company, with a business model involving multiple agencies and external teams, lacked a centralized system to manage leads, opportunities and sales orders, creating inefficiencies, errors and disorganization.
What solution did InterConnecta implement to centralize external sales management?
InterConnecta implemented Sales Portal, a platform designed for external users without a Zoho CRM license, with controlled access through a custom URL, real-time synchronization with Zoho CRM, customizable roles (Agency Admin and Agency User), integrated task management and automatic sales order generation.
What results did the company achieve with Sales Portal?
Greater operational efficiency by centralizing sales activities, a better customer experience through faster responses, fewer errors through automation, greater transparency and control for agency administrators, and cost reduction by eliminating the need for additional Zoho CRM licenses.
What problem did the Puerto Rico solar company have before implementing Zoho One?
The company faced scattered customer data, long manual sales processes, inefficient campaign management without ROI tracking, complex project planning, labor-intensive financial management, inefficient inventory control and inefficient handling of support tickets and field service coordination.
How did the Zoho implementation evolve in this solar company?
The project began in September 2019 with Zoho CRM for a small team of 4 users. In January 2022, the company expanded its use to Zoho One, reaching 745 employees and more than 300 external subcontractors, integrating Zoho CRM, Zoho Sign, Zoho Social, Zoho Analytics, Zoho Books, Zoho Inventory, Zoho Desk and Zoho Creator.
What results did the solar company achieve with Zoho One adoption?
Numerous manual processes were eliminated, an integrated view of operations was achieved through application integration, continuous staff training was provided, and the company gained greater operational efficiency along with better customer satisfaction through faster and more accurate service.
What problem did the solar panel installation company have with technical visits?
A leading solar panel installation company, with more than 3,000 employees and more than 50 service crews generating more than 1,000 work orders per month, lacked a unified system to manage visits and billing, creating inefficiencies, errors and high operating costs.
What solution did InterConnecta implement for technical visit management in the solar sector?
InterConnecta implemented Zoho FSM integrated with Zoho CRM, Zoho Desk and Zoho Books, with automated resource assignment through a centralized calendar, a mobile app for technicians with offline access, service order generation from Zoho Desk, and automated reports and dashboards.
What results did the company achieve with Zoho FSM?
A 30% increase in revenue during the first month by optimizing cash flow, greater operational efficiency, fewer errors, a better customer experience through faster response times, and better inventory control for accurate billing of spare parts and materials.
What problem did the company have with sales and dispatch processes for serialized products?
A leading company selling high-value serialized products depended on a manual multi-step process (registering customers one by one, creating sales orders, scanning serial numbers and managing shipments) that took between 5 and 10 minutes per transaction, with a risk of human error.
What solution did InterConnecta develop for this dispatch problem?
InterConnecta developed a custom application inside Zoho Inventory that automates customer registration, allows serial numbers to be scanned and products to be listed automatically, manages future deliveries with pickup date and location selection, integrates payments and digital signature, and sends confirmation by SMS and email when the purchase is completed.
What results did the company achieve with this dispatch automation?
Transaction time was reduced from 5-10 minutes to under 1 minute, human errors were significantly reduced, customer satisfaction improved, and the company was able to handle more transactions without increasing staff.
What problem did the engineering and construction company have with its inventory?
An EPC (Engineering, Procurement and Construction) company, with presence across multiple regions and eight distributed warehouses, needed a system that would completely transform physical and accounting inventory management, avoiding delays, excess inventory, shortages and cost overruns.
What solution did InterConnecta implement for this EPC company?
InterConnecta implemented Zoho Inventory to manage the 8 warehouses and more than 3,000 SKUs, with a progressive rollout executed in 3 months, aligning finance, logistics and purchasing areas in a single platform with real-time visibility.
What results did the EPC company achieve with Zoho Inventory?
The company’s CFO highlighted that Zoho Inventory enabled real-time inventory valuation, which was key for accurate financial operations. The purchasing manager noted that they now have a global view of acquisitions, which made it possible to optimize processes and decentralize material delivery to each warehouse.