New sales opportunities feature and Fronius integration
As we do every month, we tell you about the latest developments in our solutions.
Sales opportunities: sell more to your customers
At Clevergy we keep innovating to help you optimise your commercial processes and strengthen the relationship with your customers. That is why the new Sales Opportunities feature is designed to let you manage and convert leads more efficiently, centralising all the key information in one place.
Sales opportunities are generated by analysing user behaviour, their energy consumption data and their tariffs. When a user shows interest through the app —for example in installing solar panels, batteries, aerothermal systems or a new contract— an opportunity is created automatically in the portal.
How does opportunity management work?
- Centralisation and tracking: access all the relevant data about the lead, such as personal information, supply data, interaction history and notes. This way, you can carry out orderly, personalised follow-up on each case.
- Status updates: change the status of each opportunity as the process advances (Interested, Formalised, Converted, Rejected). Some changes are automatic, for example when a user formalises a contract from the app.
- Smart prioritisation: opportunities are sorted by the date they were last updated, helping you attend first to the oldest leads or those that require urgent follow-up.
- Notes and communication: add comments, log calls, proposals sent or any relevant interaction so that no detail is lost and management stays professional.
If you wish, we can enable notifications for your CRM. Request a call with our customer support team, and check our documentation.
Make the most of Clevergy's new Sales Opportunities feature and convert more leads into satisfied customers, with a centralised, efficient and professional experience.
Start transforming your sales process today and drive the growth of your energy business!
Fronius integration
After a few weeks in beta, we have now completed the integration with Fronius inverters. Now we not only see the list of installations, but we can also monitor consumption and production data and link it to homes so that users can check everything from their app.
The Fronius integration adds to those already available with Huawei, SolarEdge and GoodWe, giving the installer the chance to manage all their installations.
Users can also enable the Fronius integration from the app, in the connections section.
One more little step towards making life easier for utilities, installers and users!
Portal redesign: improving usability
We have changed the design of the portal, not only for aesthetic and usability reasons, but also to make room for the new features that will be coming throughout this year.
These new features have required us to move the menu to the left-hand side, to make navigation simpler and more intuitive, bearing in mind that it will grow over the coming months.
