Reducing Manual, Repetitive Processes
Mosaic is a leading financing platform for U.S. residential solar and energy-efficient home improvement projects.
Mosaic sales administrators were required to respond to different types of requests, like onboarding and add-on needs in the Salesforce platform. These service request queues had to be constantly monitored by the sales administrators. Additionally, servicing each inbound request entailed repetitive tasks like data entry in the installer fields and adding products. The sales agents needed to verify account details and set up a customized portal for each partner, which took about 20 minutes per request.