Overview
Stridely Solutions partnered with an energy and utility business to streamline stakeholder engagement, optimize sustainability initiatives, and improve financial oversight. By implementing a customized Microsoft Dynamics 365 CRM for customer solutions, the client was able to centralize interactions, automate communications, and enhance project management.
The Client
The client is a leading provider of Energy-as-a-Service (EaaS) solutions, offering reliable power and business continuity to enterprises. With expertise in Solar energy transition, microgrids, cogeneration, EV fleet charging, carbon capture, and more, the client enables businesses to maximize savings and enhance financial planning.
Challenges
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Lack of Centralized System
The client lacked a unified system to track interactions with investors, policy groups, and land acquisition teams, resulting in fragmented communication and inefficiencies in managing key relationships.
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Difficulty in Financial Oversight & Project Tracking
Monitoring project finances, investment tracking, and keeping stakeholders informed about milestones required extensive manual effort, leading to delays and potential misalignment in strategic decision-making.
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Decentralized Document Management
Critical documents, including land acquisition records, contracts, and financial reports, were stored across multiple platforms, making retrieval and compliance efforts cumbersome.
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Limited IT Resources & CRM Expertise
The company lacked a dedicated internal IT team with expertise in Dynamics 365 CRM implementation, resulting in inefficiencies in adopting and maintaining a digital solution.
Solution
Stridely Solutions implemented a comprehensive Microsoft Dynamics 365 CRM solution tailored to the client’s needs, addressing their business challenges with Microsoft Dynamics 365 Field Service, Dynamics 365 Customer Service, and more fulfilling data management and customer needs:
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IoT-based Solar Power Management
Ensures real-time tracking of solar PV plants and remote access to solar panels. It enables proactive failure detection and preventive maintenance.
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Market Analysis & Sales Strategy Optimization
CRM-driven insights to analyze customer data and market trends, informing sales and marketing strategies.
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Business Tool Integrations
Integrated various business tools to provide a unified view of service performance and customer satisfaction.
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Advanced Analytics & Metrics
Provided a user-friendly dashboard for tracking KPIs, helping the client make data-driven decisions to improve operational efficiency and sales strategies.
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Automated Communication & Reporting
Scheduled reports and notifications to ensure transparency and proactive stakeholder engagement.
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Automation Capabilities
Streamlined routine tasks, processes, and approvals through automation, enhancing productivity.
Results
Sustainable Growth with Smart CRM Solution
By leveraging Stridely Solutions’ expertise, the client successfully streamlined sustainability services. The solution empowered them to maintain transparency, track key milestones, and strategically align their solar energy solutions with business growth. Additionally, automation, analytics, and customer-centric features contributed to increased productivity, streamlined operations, and enhanced customer trust.
