KNA Solar
Transforming KNA Solar with Zoho
About CloudConics
Shaping the future with forward-thinking practices.
CloudConics is Zoho Advanced Partner and has been in business for almost 8 years having strong technical & functional expertise catering to customers across India, USA, UK & Australia. We are an Exclusive and Dedicated partner to ZOHO Corp, and we operate from Noida. Our team has been quite successful in helping organizations solve problems and simplifying their work through the customization of ZOHO’s Business applications, Collaboration Applications, Custom built applications, and 3rd party integrations with Legacy applications & ERP systems.
Zoho One Case Study
Name: KNA Solar
Project Duration: 2 Months
Number of Users: 10
Functional Scope:
- Lead, Deal & Booking Management
- Facebook, WhatsApp & IVR Integrations
- Complaint & Service Management via Zoho Desk
- Reporting & Dashboard Insights
About KNA Solar
KNA Solar is a leading renewable energy solutions provider specializing in residential and commercial solar panel installations. The company focuses on delivering high-quality solar systems, fast installation support, and reliable post-sales service. With increasing customer enquiries and a growing market demand, KNA Solar needed a unified CRM system to efficiently manage leads, installation bookings, customer relationships, and service complaints.
Problem Descriptions
Scattered Lead Sources
Leads coming from Facebook, WhatsApp, phone calls, and the website were not centralized. This caused delays in responding, inconsistent follow-ups, and an overall loss of potential customers.
Manual Lead Assignment & Tracking
The sales team relied on manual methods to assign and track leads. This made it difficult to respond quickly, resulting in slow communication, missed opportunities, and no standardized sales process.
No Call Logging System
Incoming customer calls were not recorded in any system. Without call history or tracking, teams had no visibility into previous conversations, missed follow-ups, or unresolved customer queries.
Manual Handling of Service & Installation Issues
Service complaints and installation requests were managed manually through calls or messages. There was no structured ticketing system or escalation flow, leading to delays, repeated issues, and poor customer satisfaction.
Lack of Management Visibility
Management did not have real-time dashboards or status reports for leads, bookings, installations, or service performance. This made it difficult to monitor team efficiency, identify bottlenecks, or make data-driven decisions.
Our Solution Approach
Centralized Lead & Agreement Management
Implemented Zoho CRM to centralize all enquiries coming from Facebook Ads, WhatsApp, website forms, and Caller Desk IVR, ensuring the sales team has real-time access to every lead with accurate source tracking and automatic assignment.
Structured Deal & Booking Workflow
Designed a complete Lead → Deal → Booking pipeline to automate site visit scheduling, quotation follow-ups, feasibility checks, and installation stage tracking, enabling smooth coordination between sales and operations.
WhatsApp Chatbot & Communication Integration
Integrated WhatsApp double-tick and automated message flows to handle new enquiries instantly, send predefined responses, and push lead details directly into Zoho CRM, improving customer engagement and follow-up accuracy.
Caller Desk IVR & Call Tracking
Integrated Caller Desk to capture all incoming calls inside Zoho CRM, storing caller identity, call logs, and recordings, allowing the sales team to track every interaction and reduce missed follow-ups.
Complaint & Service Ticket Automation
Configured Zoho Desk to automatically create tickets for installation issues and service complaints, categorize them by problem type, and assign them to the correct technician team with SLA-based escalation
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Contact Info.
Tower - 4, NX One, B-1001, Amrapali Leisure Valley, Greater Noida, Uttar Pradesh 201301
