THE PROBLEM
TRE Energy delivers commercial renewable energy solutions across Northern Ireland – spanning solar, wind, hydro and heating and serves 6,000+ customers including the NHS and Aldi. Despite a strong reputation and established customer base, the back-end of the business was creaking under its own weight.
Every quote, every survey and every install was a manual process. Sales staff were rebuilding the same documents, chasing the same paperwork and toggling between systems that didn’t talk to each other. Information fell through the cracks between stages and no one had a clear view of where a deal actually stood at any given moment.
Compliance was another pressure point. Sign-offs, post-installation checks and contractor confirmations were tracked through email threads and memory. Installers were getting job details before paperwork was complete. Jobs were being marked finished without proper verification that everything had been signed off correctly.
On the lead generation side, outreach was sporadic and untargeted. There was no system for identifying solar-suitable businesses at scale and no consistent way to feed the pipeline with qualified commercial prospects.
OUR APPROACH & SOLUTION
We treated TRE’s operation as a single connected system rather than a collection of tools and rebuilt it in stages.
We started by connecting their CRM, quoting and document management so that every new opportunity automatically triggers the right workflows. Sales staff stopped rebuilding documents and started closing deals.
Next, we built a gated workflow across their install and completion process. Compliance steps now have to be completed before the next stage can begin. Jobs can’t be marked complete until the proper sign-offs are in. Compliance stopped being a memory exercise and started being enforced by the system itself.
We restructured their survey process so the right information gets captured for the right type of job, every time, without surveyors having to think about which form to use.
In parallel, we built a lead generation engine that identifies and qualifies solar-suitable commercial businesses at scale, with personalised outreach running consistently into the pipeline.
Finally, we moved the entire automation infrastructure onto systems TRE fully owns – no external dependencies and no single points of failure.
RESULT & SATISFACTION
TRE Energy now operates a connected back-end where leads flow into the CRM, quotes generate automatically, surveys capture the right data, installs are gated by compliance and completion is verified by sign-off – all without manual chasing.
The team has full visibility across the pipeline for the first time. Compliance is enforced rather than hoped for. Sales staff spend their time selling rather than rebuilding documents. And the lead generation engine continues to feed qualified commercial prospects into the top of the funnel.
TRE now has the infrastructure to keep scaling without the operational drag that usually comes with growth.
