Match between knowledge and ambitions
Director Theo Hartgers shares how the solar panel company has developed with Salesforce since the start in 2012. It all started with ‘Salesforce as an upgraded version of the index card box. We only used Salesforce to support our commercial processes. It was 2018 when we decided that if wanted to grow faster, we had to automate our business processes as much as possible. We shifted our focus towards project management and monitoring and improving our work flow. Growth is not a goal in itself’ explains Hartgers. ‘Our core values are fun, quality, innovation and sharing. Quality applies to everything. In our business processes and in how we communicate with our customers. Salesforce enabled us to guarantee that level of quality.’ Last year, EnergyShift invested in people and automation. It paid off. The company experienced a rapid growth. It looks like we won’t need to further expand our team in the near future. Salesforce is our backbone. Welisa played an essential role in the automation process. ‘Welisa’s expertise and understanding of our strategic goals and business processes match our ambitions.’
‘We save time. But most importantly, our customers notice the difference.’
Welisa App provides structure
Rachel Lambert is operational manager at EnergyShift. Together with Menno Hendriks, she is responsible for Salesforce. ‘After creating project phasing in Salesforce, we now know when a project is behind on schedule. All departments have access to the information they need. Shipments are connected to projects. With our mobile Salesforce app, the service teams can look up all projects while on the road.’ Rachel and Menno work together with Welisa’s Impact Designer and developers in the Welisa app. ‘With the app, we have a clear overview of our work and the communication with the developers is clear and efficient.’
Continuous growth with Salesforce
EnergyShift continues to grow with Salesforce. ‘We are expanding our system with configured priced quoting (CPQ) and connecting the schedules of our service teams. We have a more complete information insight. We not only save ourselves time but, more importantly, we are also able to provide better service to our customers.’
