Case Study: Nexus Energy Systems achieves 3x faster installations and exponential sales growth with Microsoft Dynamics 365

Faster solar install times lead to exponential sales growth, boost customer experience

Nexus Energy Systems is a U.S. solar company that became vertically integrated in 2015 and quickly grew to about 75 employees. Rapid lead volume from a new call center and an expanding sales force left the company struggling to track customers through sales, site surveys, engineering and installation; manual handoffs and scattered documents threatened to let details fall through the cracks and limited scalability.

Nexus implemented Microsoft Dynamics CRM Online with Office 365, Surface Pro devices, SharePoint/OneDrive, Yammer and a custom referral app, building 75 tailored dashboards and automated stage transitions to capture every customer activity. The system cut run-time from sale to completed installation from 90 days to under 30, gave staff instant access to full customer histories, boosted customer satisfaction and referral-driven growth, and created a scalable platform for ongoing analytics and expansion.

Nexus Energy Systems

Phil Horwitch

Chief Operations Engineer