flexboxdigital

Optimising sales and operations efficiency with Zoho CRM for a leading solar company

Zoho CRM Implementation, API Integration & Automation

Empowering Think Renewable with Zoho CRM and Seamless Integrations

Think Renewable is a leading solar energy company operating across Australia, with a large field and sales team focused on driving nationwide adoption of clean, renewable energy solutions. With an aggressive sales strategy and increasing demand, Think Renewable needed a robust system to streamline its lead management, sales tracking, and operational workflows.

End-to-End Zoho Implementation Services

Industry
Renewable Energy & Installation

Tech Stack
Zoho
Deluge Scripting
Custom Scripts
APIs
Email, SMS Automation & Notifications

Client
Think Renewable

Services Offered
• Zoho Consultation
• Zoho CRM Setup
• Custom Dashboards
• Workflow Setup
• Automation & Blueprint Setup
• Third-party App Integrations
• Inquiry Form Integration
• User Onboarding and Training
• Customer Support

Zoho CRM Third Party Apps Integration
Challenges

Disconnected systems slowed solar sales and team productivity across Australia

Think Renewable faced inefficiencies with manual lead tracking, limited visibility into sales performance, and disconnected tools for design and finance workflows. The growing sales team needed a scalable CRM system to manage high volumes and streamline communication.

  • Manual lead tracking and sales follow-ups across regions created bottlenecks.
  • Disconnected systems made it difficult to monitor sales performance and installation progress.
  • The sales team needed real-time visibility into project stages and quick communication tools.
  • Lack of integration between core platforms resulted in duplicated data entry and inefficiencies.
    • Tailored Solution

    Zoho CRM Integration and automation to unify workflows

    To streamline operations and improve efficiency, Flexbox Digital implemented a customised Zoho CRM, fully integrated with key third-party platforms. By connecting Zoho CRM with Pylon for solar design proposals, Bridge Select and enabling SMS automation for timely customer communication, the entire workflow—from lead capture to deal closure—was unified into a single, intelligent system. Automated processes now ensure that data flows seamlessly between teams, reducing manual work, eliminating duplication, and enabling the national sales team to focus on performance and growth. This integration-driven approach laid the foundation for scalable, consistent operations across all regions.

    Results

    Faster sales cycles, improved lead conversions, and scalable nationwide operations

  • Significant improvement in lead-to-deal conversion through better pipeline visibility and faster response times.
  • Significant reduction in manual entry, saving hundreds of hours monthly across the national sales team.
  • Improved sales team accountability and target tracking with real-time dashboards.
  • Enhanced customer experience through timely communication and coordinated operations.
    • Zoho CRM Implementation Partner

    Have a project in mind? Call 1800 497 060

    Write us a message.