job information sheet used by its in Cheltenham, and also aims to open installation experts. Thornington says: “After two offices in south-east England. “With we’ve qualified a lead, our sales staff Microsoft Dynamics CRM Online, I don’t contact customers and arrange onsite visits. need to think about the logistics of Integration with Microsoft Office Outlook setting up IT at new offices—we can means that sales staff can book give staff laptops and they’re ready to appointments directly into a consultant’s go,” says Thornington. calendar and include customer and job Increased profitability. As a small descriptions in the appointment.” business with ambitious growth plans, Thornington needs to control costs Microsoft Partner Cloud9 Insight supported tightly. “We’re planning to integrate the SunSmart Energy to set up the solution and CRM solution with Microsoft Dynamics also helped the company customise NAV business management software in workflows to fit its requirements. For 2012. The integration means tight example, job data captured in the alignment between our accounting consultation is always attached systems and sales data, which will help to the relevant customer. “When the us boost profitability,” he says. installation team goes to our warehouse to Staff equipped to deliver exceptional pick up supplies for the job, they know service. Customer feedback on the exactly what they need because the details company website is testimony to the are on the job sheet,” says Thornington. fact that installations are carried out seamlessly. “Our technicians arrive at the Benefits warehouse and pick up everything they With Microsoft Dynamics CRM Online, need that’s outlined on the job sheet. SunSmart Energy is equipped to manage They’re always equipped with the right rapid growth without having to invest in resources to carry out jobs quickly and expensive infrastructure or develop efficiently,” says Thornington. IT capabilities. The predictable payment model supports the startup to manage costs in line with sales targets, while end-to-end tools ensure that staff can deliver exceptional customer service throughout the sales life cycle. Cost-effective purchasing model. Thornington’s capital investment is minimal because the firm pays for software on a per-user, per-month basis. “By using Microsoft Dynamics CRM Online, we avoid maintenance and support expenditure. It’s an effective purchasing model for our business,” says Thornington. Scalable for future growth. The company is set to launch a second office
job information sheet used by its installation experts. Thornington says: “After we’ve qualified a lead, our sales staff contact customers and arrange onsite visits. Integration with Microsoft Office Outlook means that sales staff can book appointments directly into a consultant’s calendar and include customer and job descriptions in the appointment.” Microsoft Partner Cloud9 Insight supported SunSmart Energy to set up the solution and also helped the company customise workflows to fit its requirements. For example, job data captured in the consultation is always attached to the relevant customer. “When the installation team goes to our warehouse to pick up supplies for the job, they know exactly what they need because the details are on the job sheet,” says Thornington. Benefits With Microsoft Dynamics CRM Online, SunSmart Energy is equipped to manage rapid growth without having to invest in expensive infrastructure or develop IT capabilities. The predictable payment model supports the startup to manage costs in line with sales targets, while end-to-end tools ensure that staff can deliver exceptional customer service throughout the sales life cycle. Cost-effective purchasing model. Thornington’s capital investment is minimal because the firm pays for software on a per-user, per-month basis. “By using Microsoft Dynamics CRM Online, we avoid maintenance and support expenditure. It’s an effective purchasing model for our business,” says Thornington. Scalable for future growth. The company is set to launch a second office in Cheltenham, and also aims to open two offices in south-east England. “With Microsoft Dynamics CRM Online, I don’t need to think about the logistics of setting up IT at new offices—we can give staff laptops and they’re ready to go,” says Thornington. Increased profitability. As a small business with ambitious growth plans, Thornington needs to control costs tightly. “We’re planning to integrate the CRM solution with Microsoft Dynamics NAV business management software in 2012. The integration means tight alignment between our accounting systems and sales data, which will help us boost profitability,” he says. Staff equipped to deliver exceptional service. Customer feedback on the company website is testimony to the fact that installations are carried out seamlessly. “Our technicians arrive at the warehouse and pick up everything they need that’s outlined on the job sheet. They’re always equipped with the right resources to carry out jobs quickly and efficiently,” says Thornington.