Keep renewables servicing customer records accurate and up to date

Director of servicing sees enrollment forms create inconsistent records, causing commissioning delays. It aligns CRM and database so servicing teams begin commissioning with complete accounts.

Overview

Manual enrollment handling creates inconsistent accounts and commissioning delays that risk missed installation windows. This workflow links form submissions to your database and CRM so servicing teams begin commissioning with complete customer accounts, eliminating manual lookups and keeping projects on schedule.

Notable Features

Create or update CRM contacts
Write enrollment records to database
Notify servicing teams of enrollments