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Cases

What our customers needed, what we did and what changed.

EKHI Energy, S.L. EKHI Energy, S.L.

Optimizing the sales cycle and migrating to an Odoo-based CRM

Ekhi Energy migrated its CRM to an Odoo-based platform and redesigned the data model for its energy projects (technical characteristics, economic parameters and milestones), with stage-based workflows (feasibility, technical design, negotiation and closing) and mandatory fields. It gained traceability of every opportunity, pipeline dashboards by segment, size, closing probability and expected return, and a daily integration with its previous platform.

Odoo
Barter Inversiones Barter Inversiones

Sales digitalization for collective solar self-consumption

A sales and operations digitalization program that integrates Barter's systems, automates key processes, and equips the team with advanced analytics tools, to scale its solar community and sustainable mobility model and improve the quality and speed of sales decisions.