Mahindra Solarize

Mahindra Solarize offers innovative and technologically superior energy solutions in the distributed energy space. Their vision is to accelerate and democratize access to clean energy to masses. They aim to be trusted partner for fully integrated high-efficiency solar panels, proudly crafted in India. Mahindra Solarize is part of $ 20.7 Billion Mahindra group which is present across 21 countries. 

In this case study we explore how Zoho + Fristine Infotech helped Mahindra Solarize transform digitally in their Sales and Field Service space. We will discuss the core issues addressed and how Zoho Solutions were deployed to overcome these challenges ultimately delivering solid business results in the form of higher efficiences and greater insights into business decision making.

Mahindra Solarize is one of the top 3 Solar companies in massive Indian Market. They offer the best-quality residential solar panels, water pumps, and residential solar rooftop solutions. They have 4 core business divisions:

1. Residential Rooftops 

2. Commercial and industrial Rooftops

3. Solar Water Pumps

4. Car Ports

Mahindra Solarize approached us fairly new into their inception and wanted to establish digital infrastructure on top of Zoho. Their business challenge was to manage a complex network of technicians and dealers. To track their sales performance as well as complaint resolution. 

Mahindra Solarize close to their vision statement wanted to provide best in class customer service to farmers, who were one of their important customer segments. This also formed a key challenge statement for us. 

Finally the mandate for us included providing dashboards on critical data points to management at their fingertips. They did not want to spend time and effort generating reports every month. 

Fristine Infotech’s capable business analyst team started off with requirement gathering and understood this is a combination of Customer Experience transformation and custom application build requirement. We presented a blue print to achieve this via Zoho CRM Plus and Zoho Creator. Together these application bundle would help our development team design a solution to get sales records across multi channel sales, track service records and complaints and present dashboards to management on critical data.

Along the way we also suggested automation such as assignment rule, templates, escalation matrix, automated survey and feedback gathering. Since Mahindra Solarize did not have much of legacy app stack, we wanted to ensure they get maximum automation in phase 1 itself. Such decision making comes with experience and Fristine Infotech’s capable team was able to do just that for Mahindra Solarize team.

 Following are the Zoho App Stacks that were deployed during Implementation:

Zoho CRM
Zoho Creator
Zoho Campaigns
Zoho Survey

Zoho CRM was deployed to help Mahindra Solarize with their Sales process for 2 of their Business Divisions. We also designed a custom Service module with the help of Zoho CRM and Zoho Creator to manage Farmer’s installation request and compliant tracker.

As per our solution design, there was a requirement for interface for their Dealers. We developed a comprehensive dealer management system (DMS) on top of Zoho Creator which was tightly integrated with CRM to pull all the critical customer information and share a Customer 360 to Dealers as well as Mahindra Solarize management team. This includes all the Sales and Service requests information.

 We also implemented a custom API integration to push and pull from thier in-house system daily to bring the beneficiary/contact information to Zoho CRM.

For Management, we built a complex application on top of Zoho Creator that handles multiple types of users and access levels. Each user required to see only the relevant data as per thier role. User-wise dashboards and reports were also configured to provide real-time analytics at each level.

Key objective for Mahindra Solarize was to get started their Cloud Journey through their inception which was sucessfully delivered. Apart from that, multi channel sales alignment, quicker service resolution and automation was achieved. Following outcomes were directly attributed directly to Fristine Infotech’s Zoho Implementation:

1. Starting natively on cloud 

2. Sales process automation

3. Dealership Management 

4. Complaint resolution system 

5. Management Dashboards for quick insights

Fristine Infotech Pvt Ltd is a Zoho Authorised Partner across major cities in India, delivering Consultation, Implementation and On-Going support to Zoho Clients. Our core competency is our approach, which is around addressing customer problem, by mapping it against the best available application. This also includes doing customisation to suit your unique industry requirements. In the past we have helped over 70 Companies with their Zoho Requirements and our expertise is seen in the way we deliver, the process we follow to give a great experience right from Discovery to On-Going Support, our efforts are always directed towards getting maximum return from your Zoho Investment and driving Sales, Service, Marketing & Operational efficiency in your organization. Drop us an email on admin@fristinetech.com or visit our website on www.Fristinetech.com to find solution for your Industrial Business.