How we work
Process and discovery
How a first call becomes a controlled project start.
03.5Success story · Energy-Tech
Energiekonzepte Deutschland
From lead to build-ready project in one app.
With the EKD Sales App, Energiekonzepte Deutschland's sales team took projects from lead to signed deal: appointment, consultation, site survey, quote. The app ran on phone and tablet, offline too, and synced its data with the CRM. Lipsia Digital built it and integrated it into the system landscape.
Offline
Keep working without signal
The app synced what was captured as soon as it was back online.
Reconstructed view · names and values illustrative
01Fact sheet
The EKD Sales App at a glance.
- Client
- Energiekonzepte Deutschland
- Sector
- Energy-Tech · residential customers
- Role
- Product development · integration
- Services
- Digital products & platforms · Interfaces & system integration
- Application
- Native app for phone and tablet · iOS · Android
- Technology
- React Native
- Users
- Energiekonzepte Deutschland's sales team
- Flow
- Lead · appointment · consultation · site survey · quote · signing
- Site survey
- Consumption · property · roof · obstacles · scaffolding · storage & meter · connections · AC/DC checklist · signing
- Integration
- Long-grown CRM · ERP
- Handover
- Installation app for the build
02Starting point & goal
Its own app for its own sales team.
Energiekonzepte Deutschland sells and installs energy systems for households, with its own sales team. Until then it used a white-label app: bought-in software under its own logo. It was barely connected to the company's systems, licence costs kept rising, and it could map the sales structure only in part.
- Run sales from lead to signed deal in one app
- Document consultation and site survey in full on site
- Keep working without signal
- Sync leads and results with the CRM
- Hand every project to installation ready to build
03Sales
One flow from lead to signed deal.
In the app, projects moved through set phases, from a new lead through appointment, consultation and site survey to quote and signing. The app synced leads and results with the CRM. We developed the CRM further at the same time and added our own modules, so app and integration came from one team.
Map
Leads nearby
Open leads around your own position, with distance and phase.
Reconstructed view · schematic map, names illustrative
The day at a glance
The start view showed the appointments of the day and the days after, overdue ones first. Whatever was done was ticked off.
08:05
Your schedule3 overdue appointments
Today, Monday 19 Oct2 of 3 done
On-site survey
Call back
Send quote
Tuesday 20 Oct1 of 4 done
Request documents
Confirm appointment
Quote review
First consultation
Wednesday 21 Oct0 of 2 done
On-site survey
Sign contract
Thursday 22 Oct
No appointments this day
The quote in the meeting
The quote took the customer through the offer item by item, from the system to warranty and extras. The customer signed right on the device.
11:48
Quote review
Total price€39,918.26
System€24,089.73
Installation€2,990.00
Service€1,050.00
Security€1,611.53
Warranty€2,080.00
Extras€8,097.00
SigningReconstructed view · names and values illustrative
04Site survey
A site survey in nine steps, offline too.
The site survey had nine steps, from consumption data and property through roof, obstacles and scaffolding to storage, meter and connections. A checklist for AC and DC, the alternating and direct current side of the system, and the signing step finished it. The app marked open steps, so nothing was missed on site.
Survey form
9
Steps from consumption to signing.
Reconstructed view · names and values illustrative
In the basement without signal
Meters and storage were often surveyed in the basement, where there was no signal. The app kept working there and synced the data once it was back online.
10:46
123456789
PropertyComment
Neighbouring plot
The state building code's rules on the distance to the neighbouring plot are known.
Is the distance to the neighbouring plot kept?
YesNo, I still commission EKD to build the system. The client indemnifies the contractor and bears the risk alone.No, the system cannot be built.
Aerial view / sketch
Please take a representative aerial view or provide a sketch hereMore info
0.80 MBAerial view1.21 MB19 OctMax Mustermann
Listed building
Restrictions from monument or ensemble protection?
NoYes, the client takes responsibility for the heritage office's approval.
Delivery of the system
Delivery zone
A delivery zone of 4 × 3 m is available
Please mark the delivery zone on the aerial view.Tap the spot to mark it.More info
Draw delivery zone
Is there safe storage (up to 7 days, protected from rain and theft)?
YesNo
Ready to build for installation
Before signing, the closing step recorded who was responsible for the grid connection. The project then went to the installation app with a complete survey, where the build was run.
11:52
123456789
Signing
Responsibility
Client's responsibility
Meter cabinet does not meet the technical connection requirements
The client is responsibleGridCivil worksService boxMeter cabinet
EKD's responsibility
Meter cabinet meets the technical connection requirements
EKD is responsibleConfirmation
Date19 Oct
PlaceLeipzig
Customer signatureAdd signature
Reconstructed view · names and values illustrative
How we connect apps to long-grown systems is shown under Interfaces & system integration.
Interfaces & system integration05Outcome
The sales team's working tool.
Energiekonzepte Deutschland's sales team worked with the EKD Sales App from lead to signed deal, with more than 2,000 active users at its peak.
2,000+
Active users at peak
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Service
Digital products & platforms
The approach behind this project, in five stages.
Let's talk about your project.
A free initial call: your situation, your plans and mutual fit clarified. You decide on the next step afterwards.