Case studySample case study
Every enquiry reaches a salesperson with a qualified record in four minutes
Dunmere Solar · Solar installation, Ireland
- 35 minEnquiry to first contact (median)lower, was 26 h
- 2%Duplicate lead recordslower, was 17%
- 96%Enquiries with a follow-up within 3 dayshigher, was 54%
The problem
Enquiries arrived from the website, phone notes and two lead marketplaces. Records were created by hand, duplicates were common and follow-up depended on memory.
What was built
- Intake from four sources into one lead record with duplicate checks
- Qualification summary and a drafted first reply for the assigned salesperson
- Follow-up reminders and a pipeline view by source and stage
Where a person approves
A salesperson approves or edits each first reply. Quotes are always prepared by a person.
The result
Median time from enquiry to first contact fell from 26 hours to 35 minutes, and duplicate records fell from 17% to 2%.
Systems and tools
- CRM API
- Web form and marketplace webhooks
- Email platform
- Pipeline dashboard
Limit found
Phone enquiries still depend on staff entering a short note; a call-summary step is planned as a later phase.
- Before launch
- After launch
- 52%Dec
- 54%Jan
- 56%Feb
- 84%Mar
- 93%Apr
- 96%May
View data table
| Period | Value |
|---|---|
| Dec | 52% |
| Jan | 54% |
| Feb | 56% |
| Mar | 84% |
| Apr | 93% |
| May | 96% |
- Sector
- Solar installation
- Country
- Ireland
- Size
- 38 staff
- Timeline
- Pilot 3 weeks, implementation 6 weeks