NZE24 digitizes its sales processes with Salesbook PV

“The implementation of the Salesbook platform has streamlined our daily work and significantly increased the efficiency of the entire team. Thanks to data centralization and process standardization, we can respond to customer needs faster and manage tasks more effectively.”
– Karol Krutak, Customer Service and Operations Coordinator, NZE24

01 Challenge

NZE24 faced the need to organize and streamline its sales processes and internal communication.

The dynamic growth of the renewable energy market forced the company to expand resources across all departments, which led to an increase in the number of customers served and a higher volume of information exchanged between teams.

The lack of a single, centralized system for managing this data began to slow down operations and made it difficult to coordinate activities.

An additional challenge was the nature of the industry itself, where new regulations frequently require updates to internal knowledge bases.

NZE24 needed a tool that would enable quick, transparent, and well-structured communication of up-to-date information to all employees.

02 Implementation

The decision to implement the Salesbook sales system proved to be a successful step toward better work organization.

Thanks to the active support of the Salesbook team, the implementation process went exceptionally smoothly.

The rollout included a number of adjustments and improvements tailored to NZE24’s specific needs. A key role was played by the training sessions conducted by the Salesbook team, as well as ongoing contact with the consultant and technical department, which ensured a seamless transition to the new system.

The first results were visible after a short time – sales representatives became more consistent in updating investment statuses, and the built-in calendar made it possible to better control working time and task execution.

03 Benefits

The implementation of the Salesbook platform has allowed NZE24 to significantly improve customer service effectiveness and lead utilization efficiency. Sales processes have been streamlined, resulting in faster and more consistent performance across the entire team.

All documents essential for daily operations are now stored in one place, making it easier to onboard new employees and reducing the risk of errors. Thanks to the sales application, offers prepared by representatives have been standardized, and their subsequent processing has become much smoother.

Looking back, the company emphasizes that it’s now hard to imagine carrying out operations without the support of the CRM system provided by Salesbook.