Energy Firm

Our client, based in Saudi Arabia, is recognized as an innovative energy consulting and trading company in the Middle East. They began their journey as pioneers in the green energy industry by introducing all-natural insulation to Saudi Arabia. Later, they aimed to expand and become a globally recognized partner for sustainable energy solutions. However, they were unable to achieve this due to inefficient systems and manual operations.

  • Stem the leakage of leads
  • Automate the manual lead follow-up and tracking of leads
  • Automate inspections, evaluations, and qualification processes of leads
  • Automate field sales tracking and expense claims
  • Automate warranty expiration
  • Automate evaluation of team performance
  • Automate reports and statements for high accuracy
  • Automate several processes for higher productivity and lower cost to the company
  • Increase CSAT scores

The customer’s operations relied heavily on manual processes, leading to numerous inefficiencies, time-consuming tasks, reduced productivity, and significant revenue leakages. Recognizing these challenges, Navabrind IT Solutions invested considerable time in understanding the client’s specific needs. After thorough analysis, we recommended extensive automation by implementing several Odoo ERP modules. This strategic approach aimed to streamline operations, enhance productivity, and minimize revenue losses, ultimately transforming the client’s business processes and paving the way for greater efficiency and growth.

Navabrind IT Solutions customized and implemented the following modules of Odoo ERP V17.

 

  • CRM
  • Sales
  • Purchase and Inventory
  • Accounting
  • Helpdesk
  • Appointments
  • Field Service
  • Website
  • Maintenance
  • Employees
  • Expenses
  • Contacts
  • Calendar
  • VOIP Integration
  • Dashboards
  • Projects
  • Email Marketing
  • Social Media Marketing
  • Reparis
  • Documents
  • Capture and store leads generated via the website, sales team, inbound enquiries, and marketing
  • Plan follow-up operations like scheduling meetings, communication via emails, and reminders to contact the leads on time
  • Integrate VOIP calls to allow the sales team to contact the leads
  • Custom stages for the leads based on the conversion progress from leads to opportunities
  • Storage of lead contact details and other necessary information
  • Validate and check for duplicate contacts and access restrictions
  • Tag and filter leads based on interest and service
  • Access detailed reports and analysis of operations of the CRM
  • Review analytics on the overall lead conversion timeline
  • Engage in the management of multiple sales teams and set targets and reports for targets Vs accomplishments
  • Create custom reports such as customer engagement, lead conversion, churn analysis, cross-sell and upsell analysis, and customer follow-up
  • Engage in order generation directly through the converted leads with ease
  • Handle orders specific to corporate services and residential services efficiently
  • Map products/services with sales orders through the integration of the inventory module
  • Generate sales quotations and proforma invoices
  • Access multi-currencies, customer invoices and payment collection through integration with Accounting
  • Revise quotations and capture revisions into history for future reference
  • Harness custom stages from quote to order conversion
  • Share sales quotes, proforma invoices and sales orders via email using multiple templates
  • Access sales-specific terms and conditions, quote validity, pricelists, taxes, etc.
  • Easily share documents and communicate with customers through a WhatsApp integration
  • Engage in multi-level approval before confirming and sharing the order with customers
  • Scheduling follow-ups and reminders were also incorporated
  • Engage in multi-vendor management with price lists
  • Automate Request for quotations (RFQ) for inventory requirements
  • Engage in multi-level approvals for purchase orders based on vendors/value
  • Implement quality control for incoming shipments
  • Streamline Purchase Returns and credit notes management
  • Leverage multi-currency feature
  • Simplify vendor bill generation and payment process by integrating with accounting
  • Merge or split POs/vendor bills
  • Manage multi-warehouses, location configuration and stock traceability
  • Harness minimum and maximum inventory capabilities and set reminders for minimum inventory reach with RFQ triggers
  • Engage in batch and serial number tracking
  • Engage in dropship orders, purchase agreements
  • Enable intercompany stock movements and material transit control
  • Eliminate manual reconciliation and introduce end-to-end automation
  • Access real-time dashboards with complete business insights
  • Engage in compliance and taxation management based on access rights
  • Engage in multi-company configuration for entities with multi-currency support
  • Engage and capture in inter-company transactions seamlessly
  • Configure direct debit mandates and follow-up reports
  • Configure existing CoA into the system
  • Generate balance sheets, P&L statements, and other financial reports
  • Integrate with several payment gateways
  • E-invoice and collect payments via payment link and customer portal
  • Issue and collect debit and credit notes, engage in batch payments and accounts analytics
  • Integrate with sales, purchase, and expenses modules

Automating the Helpdesk enabled the client to

  • Deliver custom SLA agreements and user controls
  • Integrate with VOIP calls for inbound and outbound customer calls
  • Schedule follow-up meetings, set up reminders, etc
  • Enabled the Helpdesk team to access the sales and customer modules and identify issues
  • Implement a round-robin process to attend customer calls
  • Automated help desk assignment of customer tickets to the right teams
  • Set SLA expiry reminders and violation alerts to the management
  • Implement a knowledge base to allow new members to engage in self-learning
  • Categorize tickets based on requests/incidents
  • Integrated customer portal and Helpdesk module to enable customers to log tickets
  • Custom notifications to customers on progress updates

Website and marketing automation enabled the client to

 

  • Use custom website themes designed and developed for business needs
  • Configure product promotions and loyalty programs
  • Roll out customized marketing campaigns to customer
  • Integrate social media marketing and email marketing along with marketing automation
  • Enable enquiry form submission
  • Enable easy methods to update banners, modify product listing on the home page, etc.
  • Automate the display of products on offer in the required category blocks
  • Create provisions to configure related products, recommended products etc
  • Integrate with several payment gateways
  • Send custom notifications to the customers who have abandoned their cart
  • Allow customers to schedule appointments through the website
  • Live chat with support customer for instant query resolution

Field Service and Expenses automation enabled the client to

 

  • Deploy custom forms for the field service agents to capture field evaluation data like premises, size, no. of equipment, equipment details, required services etc.
  • Track field service agents’ site visits through GeoIP integration
  • Capture the agent’s time to reach the customer site, time spent on-site evaluation, and return durations using a mobile app
  • Identify distance traveled based on GeoIP intelligence and validate expense submission
  • Set up multi-level approval to validate expenses based on the field service team hierarchy
  • Enable submission of evaluation details to the qualification team for approval and sales teams for quotation
  • Set up a process for final site inspection before confirming the sales order
  • Automate warranty expiry reminders to the customers and sales agents

CRM

  • 96% improvement in lead capturing and follow-up
  • 75% higher lead conversation with the new system

Sales Process

  • 99% process automation resulted in time and cost savings and accuracy
  • 98% increase in analytics reliability for business decisions
  • Custom reports to track sales performance, sales forecast, product sales analysis, customer segmentation, sales pipeline, sales team performance, customer lifetime value (CLV) and competitive analysis

Purchase & Inventory

  • 52% cost and time-saving through automation of procurement princess
  • 100% visibility into inventory positioning and value
  • Custom reports on Stock Status, Purchase Order Analysis, Inventory Aging, ABC Analysis, Dead Stock, Lead time Analysis, and COGS Analysis

Accounting

  • 100% cost and time automation
  • 100% integration with related modules for seamless operations
  • Custom reports on Financial statements, P&L analysis, cost analysis, accounts receivable aging, accounts payable aging, cash flow forecasting, financial ratio analysis, tax compliance

Helpdesk

  • 86% CSAT for on-time follow-up and resolution
  • 100% service tracking for accuracy and transparency
  • Custom reports on ticket volume, ticket resolution time, first resolution time, ticket backlog reporting, CSAT, top customer issues, agent performance, and SLA compliance

Website and marketing

  • 63% increase in sales through website inquiries, service requests and online orders
  • 26% increase in sales through marketing and promotion
  • Custom reports on website traffic and conversion, shipping card abandonment, payment gateway performance, conversion rate optimization (CRO), user engagement and SEO performance

Field Service and Expenses

  • 87% increase in field sales
  • 62% increase in proactive maintenance
  • Custom reports on field service performance, customer feedback, contract and warranty compliance, and forecasted v/s actual expense