EN 
PT_BR 
A PipeRun, together with its customers, designed a solution to automate sales of solar energy integrators. Second Fausto Reichert, CRO at PipeRun, the platform works to generate total autonomy for customers.
“The challenges of the solar energy segment go beyond email rules or active prospecting by telephone. They go through complex problems, statistical calculations and in-depth knowledge of the segment to generate a proposal, in addition to integrations with paid media such as Google or Facebook ADS”, he assesses.
“Our functionality configurator by segment is constantly evolving and winning over customers, bringing autonomy in any acquisition channels, such as inbound, outbound, resales or referrals. And without the need or dependence on development or technical hours of customization”, details Reichert.
While the PipeRun team talks to thousands of companies each month, your CRM software collects and tabulates data from the research carried out. During this process, market information presented the opportunity to specialize in a segment that was already served by the platform: solar energy.
From joint work with a group of the company's clients, a new resource was created for analysis, calculations and proposal generation — containing all the necessary data, in addition to graphs and comparisons of return on investments in the sector. The tabulated data was transformed into CRM resources.
“Understanding the needs of leads and listening a lot to customers makes perfect sense for us. Thus, we were able to return everything in improvements to services and technological resources on the platform. And we continue to help companies in Brazil grow and reach their sales targets”, he states. Cezar Gehm, CEO of PipeRun.
Solar production based on city location
The launch of the energy calculator brought even more segmented specializations to CRM. One of the main points was the resource on the energy generation capacity according to the geolocation of cities.
Therefore, within the calculation functionality, the registration of all Brazilian municipalities and their potential according to solar position is included. The new feature makes all calculations according to the kit of modules and inverters selected in the proposal, generating results that will base the segment's commercial proposal on the platform.
Considering the various suppliers (industries and distributors) and the standardization of their nomenclatures, registering modules and inverters is a challenge for all integrators. With this in mind, PipeRun developed a national registry for its customers.
Industries and distributors that have not yet been included, if they want to have their products registered, can contact the PipeRun support team to update their module and inverter registrations by brands, models and power.
Furthermore, customers themselves can register cables and fixing structures. Even the executive project document or for approval at the dealership can be included and signed electronically on the platform.
Insurance and financing are part of the project
To support its customers, the platform has data capture forms for insurance and financing, where the centralization of data will facilitate sales and the release of credits to end customers.
Data capture occurs via the application, technically, with simple photos and upload of documents, or by sending forms via WhatsApp to end customers — who can upload images or files to their data, facilitating operational control of this task. .
Some banks and insurance companies have already made integration options available. And, to facilitate your connection, the PipeRun APIs have been updated. Thus, all banks and insurance companies have the possibility of carrying out the integration to automatically receive the collected data and sales opportunities from the integrators.
Proposal automation and calculator
Specialization is not a mere generalist functionality. On the contrary, it is part of a constant search for product developments in a segmented manner, with in-depth knowledge of each sector. With the platform's segment configurator, portable resources are created, without the need to make customizations for each client.
The development of the calculator took eight months, from the conception of the idea to the execution of the project. The effort involved PipeRun's customers, product team, sales team, service and market.
“In the face of each complex sales process that customers bring to us, we are pleased to seek solutions, understand and catalog them. This partnership with users gives rise to continuous improvements in the product, reduces technical dependencies, generates specializations and renews our restless spirit”, he expresses, Osvaldo Gehm, CTO of the company.
“Watching our clients grow, hiring new people for their teams and watching their businesses prosper makes us satisfied with our purpose of helping Brazil. We are entrepreneurs just like our clients, and we see ourselves with the same challenges as our clients. And this way, we can always understand and help them”, concludes Gehm.
