Case Study: Solar Works achieves mobile, paperless CRM with West Coast Consulting Group and Salesforce

Solar Works goes mobile in 3 months with West Coast Consulting Group

Solar Works, a solar energy company, faced the challenge of managing its growing customer base and complex project processes with a system of Excel spreadsheets. They selected West Coast Consulting Group to implement a Salesforce CRM solution to streamline their operations.

West Coast Consulting Group successfully migrated years of data and implemented the new system, enabling mobile access via iPad for field staff and improving internal and customer communication through Chatter. The solution made the sales process virtually paperless and allowed Solar Works to react much faster to customer inquiries, resulting in more efficient operations and exceptional customer service.

Solar Works