When it comes to new energy, everyone may first think of solar energy, wind energy and geothermal energy. Renewable energy has become the center of conversation around the world today. SHARC is a wastewater energy company whose goal is to build a more sustainable world, reducing CO2 emissions, energy costs and freshwater consumption. To achieve this goal, SHARC has been manufacturing and supplying thermal energy recovery systems.
Initially, SHARC relied entirely on MS Excel and Outlook, but the tedium and complexity of purely tabular implementations ran into endless trouble. They quickly needed a CRM system to help transform and scale their sales and marketing operations. SHARC Marketing and Directors quickly recognized the need for a long-term solution that could easily communicate with other tools.
According to their experience, the biggest difficulty faced by enterprises is "data silos", which makes all personnel inefficient and wastes enterprise time and opportunities. Data silos are essentially the phenomenon an organization faces when it deploys multiple software systems without a concrete way to connect them, and the company's people then become the glue that holds the information together.
SHARC's goal is simple: digital transformation and high adoption. To achieve this goal, SHARC brought on board Spikra, a Zoho Premium Partner. Spikra is known as a "technology beacon" that guides companies in implementing Zoho CRM and developing unique use cases.
Having a partner you can talk to is crucial. Yuxuan Technology is ZOHO's partner in East China. We are determined to transform every request from our customers into a productive dialogue. Not just on a specific task, but showing an understanding of the larger whole we are trying to accomplish. If you want to know more about ZOHO products, you can contact us to make an appointment for a DEMO demonstration, or if you need implementation and development of ZOHO products, we can provide technical support.
SHARC's sales process begins with lead generation. Like many businesses, SHARC's website is a key source of leads, so they use a contact form created with Zoho Forms that potential customers can use to provide the necessary information and state their reason for contact, such as product information, investor relations , partnerships or other possibilities.
Zoho CRM can be customized with integration with Zoho Forms and these form entries are automatically pushed to the leads module in CRM. SHARC has also additionally configured a workflow rule that automatically adds investors to a special mailing list after they are contacted via the contact form and is sent internally when certain fields are selected in the form notify.
Likewise, integration between Zoho CRM and Zoho SalesIQ is also possible. This enables SHARC to import lead data from the website's chat box into the CRM and track their visit history. Other sources of lead generation included the company’s webinars, distributors, marketing events, and cold calls, for which the team chose to manually enter the data into the CRM.
Starting from this aspect, ZOHO premium partner Spikra takes one more step: When a potential customer leaves a voicemail, SHARC's phone system downloads the message as an audio file and emails it to Zoho Desk. By connecting Zoho Desk with Zoho CRM, these leads are automatically assigned to lead owners in the sales team based on the lead source and as per SHARC's assignment rules.
If you also need to implement this function, please contact us and ZOHO Partner will provide you with technical support.
Channel management has always been the focus of sales staff, and many of our customers want to know about CRM system channel management. SHARC's sales team uses the sales pipeline feature to nurture leads, qualify leads and ultimately close deals. Each stage is defined by certain criteria, such as the type of equipment the prospect is interested in and the industry the prospect belongs to, which determine how and when the prospect moves to the next stage. SHARC has implemented pipeline stages in the lead and deal modules, as well as multiple workflow rules that automate and accelerate the sales process.
Since the customer had previously used Outlook, ZOHO leveraged Zoho CRM's Microsoft Outlook plug-in to synchronize contacts in CRM and associate emails with leads, deals, and contacts.
The big architecture behind the entire implementation of a blueprint. If your company has a technical team or personnel who are proficient in using blueprints, the daily optimization and implementation of the CRM system will be very convenient. Use the blueprint function to easily add requirements to simplify the process. For example, an original prospect goes through successive stages of marketing qualification, sales qualification, and finally technical qualification—where the team travels to the prospect's physical location to assess the feasibility of installing the equipment.
In collaboration with SHARC, we also implemented a blueprint for the trading module. Trades are typically assigned to dealers mapped in the Accounts module. The deal first goes through the design phase until it is finalized; once finalized, the deal is closed and the dealer is responsible for the estimate. The team leverages custom templates in the Quotation module to send quotes to customers directly from the CRM. Finally, get signatures easily with the ZOHO Sign product’s custom integration with your CRM.
Of course, if your company does not have corresponding operators, we can provide you with implementation services, please contact us.
By integrating Analytic, a data analysis software application with Zoho Analytics and Zoho CRM, SHARC Energy built an interactive customer map on its website that provides website visitors with an overview of some of SHARC's customers. Through Analytis, you can easily obtain website information and perform web page SEO optimization.
SHARC uses Zoho Flow to orchestrate various internal processes. For example, job seekers can use the contact form on the SHARC website to inquire about recent job openings. Since all submissions to this form are pushed directly into the CRM, the system automatically analyzes the submitted information. If the Interest field contains the term Career, a new record is created for the candidate in Zoho Recruit and the leads module in CRM is updated accordingly.
Project is a project management software. When a record created in the deal module is won, it triggers a webhook that fetches the details of the record and checks if a project has been created for it in Zoho Projects. If the project reference is empty, a new project is automatically created using the information available in CRM. At the same time, an email is automatically sent to the technical team to notify them about the new project.
In the process of continuous cooperation and implementation, we continue to customize and optimize the ZOHO CRM system, and optimizing Zoho CRM has brought SHARC a competitive advantage. Since deploying Zoho CRM, SHARC Energy has seen a steady increase in system adoption over time, as well as significant improvements in sales leads and efficiency.
SHARC and Zoho are just the beginning of our cooperation, and we will continue to develop further in the future. Contact us if you too are planning to further explore more products in the Zoho One suite.
