Customer Profile

Activ8 Solar Energies is well on their way to their goal of helping Ireland reach its 2030 carbon offset targets with over 10,000+ installations across Ireland since 2007. frevvo is proud to be a part of that mission by helping administrative processes "go green."

Business Situation

Sales and Installation teams that conduct Solar Home Visits in the field had piles of paperwork to assess solar solution readiness and comply with regulations. These forms, filled out by the Salesperson in the customer's home, were then mailed to the office staff who had to manually enter them in a data management system. Missing forms or mistakes could slow the process down.

Solution Summary

Using frevvo Cloud, Activ8 created a Customer Order Workflow that is completed by sales representatives using tablets in the field. The workflow's business rule calculations provide accurate price and materials estimates and inform customers if they are eligible for grants. During the home visit, customers can sign their agreement, link to a payment processor, and have all details instantly emailed to them, while forms are simultaneously emailed to the office for processing. Lost paperwork and errors are a thing of the past, and the reduction in paper and miles travelled supports Activ8's green mission!

Key Features

• Responsive forms look great and are easy to use on tablets for use in the field. frevvo's Save on Navigate feature prevents data from being lost even in areas with limited connectivity.
• Built-in calculations provide accurate quotes for customers and info for installers.
• Customized emails automatically send receipts to customers, commission details to salespeople, payment and provisioning info to the office in a timely manner.
• A link to the payment processor within the workflow allows instant transactions.
• Data maps to custom, branded PDF forms that meet company and government standards.

Benefits

• Reduced paper and travel supports Activ8's mission to improve carbon footprint.
• Instantaneous email allows faster, more accurate processing than snail mail.
• Workflows make it easy to close sales and get solar solutions to more customers across Ireland.
• The frevvo Cloud gets regular, automatic updates with new features and enhancements.