SolarNRG

Tim van der Krogt, former residential manager at SolarNRG, explained that the company has been in business for 21 years and has developed into a specialist in sustainable solutions.

Situation: switch to the CRM system 2Solar

The old CRM system was decommissioned by the supplier. SolarNRG was therefore forced to start using another system. It was then decided to implement 2Solar , a CRM and ERP package designed specifically for the conservation market.

Achieving a higher level of efficiency and optimizing its business processes was the goal of this implementation.

Problem: Entering purchase rates is error-prone and time-consuming

Manually updating purchase rates from Exact Online to 2Solar was not done efficiently.  

Purchasing rates, which are linked to products, must be kept manually up-to-date for about 20,000-25,000 products. There were about 3FTEs working continuously to keep inventory management up to date and monitored. Purchase rates sometimes change weekly, but sometimes daily.

The margin is calculated using inventory management and purchase rates, which together result in sales prices. And these sales prices, in turn, are used by a dozen salespeople. If the purchasing rates in 2Solar are incorrect, then the margin is not correct and SolarNRG is running a potential financial risk.

The result

‍Entering purchase rates manually has several consequences:

• Error-prone: manually entering purchase rates can lead to incorrect sales rates;

• Time-consuming: employees are constantly working on this;

• Incorrect sales prices: leads to incorrect quotations due to incorrect margins;

• Wrong margins: can lead to potential financial risk.

Solution: linking Exact Online to 2Solar

Referit provides the solution by developing a link from Exact Online to 2Solar. This link ensures that purchase rates are automatically updated daily in 2Solar, so purchase rates are always up-to-date.  

By creating a pipeline in Azure Data Factory, we keep the purchase rates up-to-date in 2Solar. We extract the prices from Exact Online's API and send them to 2Solar's API.  

Coupling advantages

The link between Exact Online and 2Solar offers SolarNRG the following benefits:

• Better quality quotations: accurate purchase rates combined with accurate margins mean customers get the most competitive deal;

• Time savings: because updating purchase rates is now automated, the sales process is more efficient;

• Accuracy: by eliminating the possibility of errors, quotations are always accurate;

• Flexibility: SolarNRG can now respond more quickly to market changes and price adjustments through accurate inventory management and purchasing rates; 

• Reduction of financial risks: the correct procurement rates in 2Solar ensure correct and competitive sales prices.  

"This link is relevant not only for us as SolarNRG, but for any other company using 2Solar."

Tim van der Krogt - Former Manager Private SolarNRG

Collaboration with Referit

The cooperation with Referit, especially with Ricky de Vreede, Information Consultant at Referit, was smooth and efficient. Tim emphasizes the clear communication and good mutual agreements that were made. Tim: "This ensured that there were no surprises during the project. Referit's technical knowledge and support, combined with 2Solar's willingness to make adjustments, resulted in a successful implementation."

Of course, we shouldn't forget the contribution of Ron van der Zandt, Cloud Solutions Advisor at Referit, either. "After all, the collaboration and linking were initially set up by Ron ", said Tim.