Client

Enerflo

Create the most unified sales & fulfillment experience for solar dealers, installers & solar buyers. Ride the SolarCoaster with Enerflo, The Platform for the Solar Industry.

Services

UI/UX Design, Web Design & Interactive Prototyping

Platforms

Web, iPadOS

Year

2020-Present

Overview

The Enerflo team came to our team with a big product! They had dreamed up an all-encompassing platform for the entire solar industry. A platform that would be the go-to, one-stop shop for all solar companies – sales reps, installers, and even the customers. They wanted a product that was efficient and  user friendly (as it would be used by multiple different companies, all with different workflows), but most importantly, they needed the design to be intelligently adaptable with dozens of integrations.

Create the most unified sales & fulfillment experience for solar dealers, installers & solar buyers. Ride the SolarCoaster with Enerflo, The Platform for the Solar Industry.

Problem Statement

After understanding all the different users that would be viewing this product, we were able to build a system that would work for all parties. There were a number of problems that we were asked to solve.

  1. How can solar companies customize their workflows so that they can optimize their experience with Enerlfo?
  2. How do we simplify the sales rep’s experience if they have dozens of deals at once?
  3. How can we make the sales process more beautiful and exciting for the customer?
  4. How can customers be more involved in the  process of adding solar power to their home?
Create the most unified sales & fulfillment experience for solar dealers, installers & solar buyers. Ride the SolarCoaster with Enerflo, The Platform for the Solar Industry.
Create the most unified sales & fulfillment experience for solar dealers, installers & solar buyers. Ride the SolarCoaster with Enerflo, The Platform for the Solar Industry.
Create the most unified sales & fulfillment experience for solar dealers, installers & solar buyers. Ride the SolarCoaster with Enerflo, The Platform for the Solar Industry.

Design Solution

We knew the first and most important thing to do was organize the program into it’s basic functions and understand how solar companies will want to use this product. We then created an adaptable, template based flow that would allow solar companies to customize their experience on Enerflo depending on their needs. We  designed a plugin interface to allow companies and sales reps to integrate the tools they were already accustomed to  seamlessly into the program, allowing them to login to only one program a day. The Deal Pipeline made having multiple deals easy by organizing them into stages.

Our team designed a stunning and engaging  solar proposal deck that sales reps can use with their potential customers. Our proposal takes the customer to the real-life information they care about the most without all the fluff so they can make an informed decision quickly and confidently. We then designed a customer portal that a homeowner can log into once they have decided to go solar. This portal allows them to see  exactly where they are in the process, what is to come and have direct access to those who can answer any questions they may have.

Create the most unified sales & fulfillment experience for solar dealers, installers & solar buyers. Ride the SolarCoaster with Enerflo, The Platform for the Solar Industry.
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Create the most unified sales & fulfillment experience for solar dealers, installers & solar buyers. Ride the SolarCoaster with Enerflo, The Platform for the Solar Industry.

Conclusion

Enerflo has not stopped growing at a rapid rate since we started working with them which has made them an exciting, long-term client to work for. We love working with companies that are innovators in their field so that we can work on problems that haven’t been solved before. If you’re interested in learning more about what Enerflo is doing.

Create the most unified sales & fulfillment experience for solar dealers, installers & solar buyers. Ride the SolarCoaster with Enerflo, The Platform for the Solar Industry.