HVAC installation & service

Mini CRM for installation and service business

D.B.G. Investment Sp. z o.o.

Project overview

schedule

Implementation time

2 months

settings

Technologies used

Microsoft 365

Reported problems

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: salmon;">error</i><span>Scattered customer information</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: salmon;">error</i><span>Lack of system for storing customer information</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: salmon;">error</i><span>Time-consuming scheduling (finding common date) for customer service visits</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: salmon;">error</i><span>Time-consuming planning of installation team work</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: salmon;">error</i><span>Lack of tool for organized collection of customer data and needs</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 2px;"><i class="material-icons" style="color: salmon;">error</i><span>Lack of tool for sending customer satisfaction surveys</span></div>

Implementation details

Before automation

Manual connection of various tools including Outlook calendar, communication, email, phone. Customer information arriving via email and manually copied to Excel.

Implemented solutions

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: #9dff20;">check_circle</i><span>Customer database preparation</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: #9dff20;">check_circle</i><span>Data entered into database through form available to customer (self-service)</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: #9dff20;">check_circle</i><span>Appointment booking page connected to customer database and company-wide calendar managing installation team work</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 2px;"><i class="material-icons" style="color: #9dff20;">check_circle</i><span>Automation reminding about required air conditioning service, with information about booking appointment and follow-up reminders if customer hasn't scheduled</span></div>

Tools used

Microsoft SharePoint

Microsoft Power Automate

Microsoft Booking

Microsoft Outlook

Microsoft Forms

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Key results

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: #9dff20;">check_circle</i><span>Scalability without increasing costs and resources</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: #9dff20;">check_circle</i><span>Process automation not requiring employee involvement</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: #9dff20;">check_circle</i><span>Flexible and expandable architecture</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 10px;"><i class="material-icons" style="color: #9dff20;">check_circle</i><span>Capability for further automation</span></div>

<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 2px;"><i class="material-icons" style="color: #9dff20;">check_circle</i><span>Ready to add new processes and activities</span></div>

Client testimonial

"From the moment we decided to cooperate with eraIT, our company underwent huge transformation. Before implementing their solution, we struggled with many problems such as scattered customer information, lack of effective system for storing this information, and time-consuming planning and communication processes. Thanks to eraIT, everything changed. Now we have integrated customer database, automatic service reminders, and many other features that significantly improved our work. Moreover, entire implementation process was smooth and took only two months. I am extremely satisfied with results and certainly recommend eraIT to anyone who wants to automate and streamline their business processes."

Damian Mac

Co-owner & CEO