INDUSTRY: Energy Management
NEED: Improved client management, automated workflow.

Business Summary

Nergy Solutions Inc. is a Toronto based provider of energy solutions focused on discovering and delivering energy savings to their clients. From energy conservation to generation, nergy's passive technology approach means clients benefit from significant energy savings without needing to change their day to day operations.

Nergy is experiencing rapid growth across Canada and consequently needed a robust, flexible and powerful CRM solution that was easily accessible by their reps from anywhere.  

Cloud Solution
  • Zoho CRM - for improved customer insight and reporting

Key Benefits Realized
  • Improved Client Management -  from a 360 degree client centric CRM
  • Automated Workflow - using webforms and email to CRM
  • Automated Lead generation - allocated within CRM
  • Increased Leads / Sales opportunities - provided by webforms
  • Simplified Meetings - using shared Calendaring and online meetings/screenshare available from Zoho Meeting.