Since 2017, Climkit, based in Vevey, Switzerland, has simplified energy management for multi-unit residential buildings. We help property owners adopt solar power solutions, making the investment profitable while enabling tenants to benefit from locally produced, cleaner energy.

Climkit promotes the installation of solar panels and allows the resale of solar energy within the building, reducing costs and encouraging responsible consumption. We provide metering solutions that track individual usage of electricity, heating, water, and shared services like laundry and EV charging. Each resident is billed based on their actual consumption, with clear distinctions between grid and solar energy.

Residents can track their energy use daily through an app, helping them reduce their consumption and understand the impact of their behavior. All utility data is consolidated into a single, transparent invoice every three months.

Operating across Switzerland, Climkit partners with local professionals to design, install, and maintain our energy management solutions.

Before considering a CRM solution, Climkit’s workflow to manage projects and tasks was scattered across multiple platforms, such as Monday, Notion, Freshdesk, and emails. The existing system hindered collaboration between team members and had room for improvement.

Challenges included:

Additionally, we had a highly specific, custom-built web app tailored to our business, which needed to sync seamlessly with Salesforce to ensure smooth data flow.

Salesforce seemed to fit the bill, and the company embarked on an implementation partner search.

After evaluating Climkit’s needs and existing bottlenecks, Twistellar offered the option that covered all bases and equipped Climkit with necessary Salesforce tools in record time—Salesforce QuickStart implementation. This type of implementation entails data migration from all previous systems, email integration, configuration of sales processes and reports, and onboarding of new users.

A few more business processes required optimization, such as client development and setting up charging stations. For these, Twistellar developed custom Salesforce objects for straightforward use in the system. To handle issues that arise at the charging stations, Twistellar developed bespoke case assignment and creation logic, enabling Salesforce to generate support cases referred to as ‘sites’ automatically.

For convenient synced communication, the Twistellar team integrated Salesforce with Climkit's Client Portal, Mailjet for email communication, and Aircall for Computer Telephony Integration (CTI).

Along with solving technical challenges, Twistellar facilitated the onboarding and training process for Climkit employees to support the transition to the new system. This holistic approach empowered Climkit to see workflow improvements right away.

Objectives: Improve the company’s operations by consolidating all processes in one system to streamline service delivery.

Deliverables: End-to-end Sales Cloud and Service Cloud implementation, custom development to support specific business processes, Mailjet Integration, Aircall integration.

With a new CRM system in place, fortified with integrations, Climkit can now manage its services and fix issues more cohesively and with operational transparency that matches the company’s technical excellence. Faster response times and service delivery ultimately improve building owner and tenant satisfaction.

To sum up, the partnership with Twistellar brought:

By centralizing all information in Salesforce, Climkit has overcome the limitations associated with customer interaction management and internal communication. It has assisted the company in achieving its goal of providing better-quality service.