Grubmann CRM
Grubmann is a comprehensive client management system designed specifically for companies in the heating, cooling, and renewable energy sector.
Industry
Heating, Cooling, and Renewable Resources
Year
2022-2023
Services
Custom Development
Grubmann is a comprehensive client management system designed specifically for companies in the heating, cooling, and renewable energy sector. The platform enables the management of quotes, orders, installations, and subsequent service, emphasizing process efficiency and customer satisfaction.
Challenge
The client struggled with an inefficient customer management process based on a combination of different tools and manual procedures. They lacked a unified system that considered the specific needs of their industry, such as long-term installation tracking, service interval management, and effective communication with field technicians.
Our Solution
We developed a specialized CRM system covering the entire customer lifecycle from initial contact through quoting, implementation, to follow-up service. The system includes modules for contact management, quote creation and tracking, installation planning, equipment recording, and service call management. A mobile application for technicians provides access to relevant information directly in the field.
Key Results
45% reduction in time needed to create a quote
32% increase in lead conversion rate
38% reduction in administrative burden through automation of routine tasks
Improved service call planning with a 28% increase in technician efficiency
41% overall increase in customer satisfaction due to better communication and adherence to deadlines
Technologies Used
The Grubmann system has changed the way we manage our business activities. Before, we wasted a lot of time manually entering data and searching for information in different systems. Now, we have everything clearly in one place and can focus more on what's important – taking care of our customers. Our ability to quickly respond to client requests and efficiently plan our technicians' work has significantly increased, which has directly impacted our results.
Matej Madaj
Sales Manager, Beereal s.r.o.
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