SES Home Services

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11 Jan 2022
5 min read

Problem

The customer first reached out to vH3 digital for support in continuing the development and integration of their Field Management Solution - ‘Jobwatch by Big Change’ and with their ERP solution - ‘Microsoft Navision’. Alongside implementing these new processes, SES wanted advice and solutions to expand their sales.

Following a detailed consultation and a full business process review, we identified a couple of major issues that were preventing the growth and expansion they were looking for. All existing policy sales and renewals were manual and paper based, while their payment gateway solution was not adding any value to the customer journey. 

Solution

We enabled a multi 5 figure saving on postage and stationary costs and installed a service for customers to purchase policies online; with no human interaction and a better payment solution to reduce aged debt.

Stage one was to work closely with the SES team to identify all the requirements needed, fully document the process and design a full digital transformation roadmap. We custom integrated Pipedrive CRM, Pandadoc digital documentation solution and Stripe payment gateway into the company infrastructure. This resulted with a 90% reduction in the time needed to create quotes, all fully tracked in the CRM with automated follow ups and detailed customer analytics - giving the sales team the best chance to convert the sales in the shortest time possible.

Phase two will see a national marketing campaign to drive policy sales via the website, the installation of claims validation tools and online quoting for repairs.

Result

"vH3 digital has transformed our outdated systems and processes. They spent the time to understand our business and objectives and not only save us a substantial amount of time and money, but they also built a solid foundation for our growth and expansion plans. We look forward to continuing working with vH3 digital to develop our infrastructure and increase our marketing efforts."
- Pete Holmwood, SES
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SES Home Services

SES Home Services serve the South East UK, providing homes with heating and plumbing services, with a field based workforce of engineers. Through their home cover policies, they provide 24/7 care for all kinds of home related issues. With a client base of 25k, 18k policy holders and over 30k service calls per year, their ambition is to expand nationally.

SES Home Services
SES Home Services
Platforms
SES Home Services

The Problem

The customer first reached out to vH3 digital for support in continuing the development and integration of their Field Management Solution - ‘Jobwatch by Big Change’ and with their ERP solution - ‘Microsoft Navision’. Alongside implementing these new processes, SES wanted advice and solutions to expand their sales.

Following a detailed consultation and a full business process review, we identified a couple of major issues that were preventing the growth and expansion they were looking for. All existing policy sales and renewals were manual and paper based, while their payment gateway solution was not adding any value to the customer journey. 

The Solution

We enabled a multi 5 figure saving on postage and stationary costs and installed a service for customers to purchase policies online; with no human interaction and a better payment solution to reduce aged debt.

Stage one was to work closely with the SES team to identify all the requirements needed, fully document the process and design a full digital transformation roadmap. We custom integrated Pipedrive CRM, Pandadoc digital documentation solution and Stripe payment gateway into the company infrastructure. This resulted with a 90% reduction in the time needed to create quotes, all fully tracked in the CRM with automated follow ups and detailed customer analytics - giving the sales team the best chance to convert the sales in the shortest time possible.

Phase two will see a national marketing campaign to drive policy sales via the website, the installation of claims validation tools and online quoting for repairs.

Results:

"vH3 digital has transformed our outdated systems and processes. They spent the time to understand our business and objectives and not only save us a substantial amount of time and money, but they also built a solid foundation for our growth and expansion plans. We look forward to continuing working with vH3 digital to develop our infrastructure and increase our marketing efforts."
- Pete Holmwood, SES