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