An organization operating in the renewable energy space providing solar panels for installation in commercial and residential properties.
Conducted a process walkthrough to gain an understanding of the customer lifecycle and the various points of information capture.
Developed the forms in Zoho Forms across all stages of the customer interaction for both residential and commercial properties.
Forms were designed in accordance with the design & compliance requirements put forth by partner agencies.
Form fields included complex calculations to measure inventor size and capacity. Configured the auto-population of CRM with the customer responses.
Development of the Deed of Purchase within Zoho automating tax calculation in the backend.
Provided automated notifications to Customer and sales representative at every stage of the project lifecycle.