A salesman’s best friend

About Viridis Energy

Viridis Energy is an award winning residential and commercial solar provider based in Boston, Massachusetts, dedicated to delivering a seamless and transparent solar experience. Given that they are operating in the highly competitive New England solar market, the company knew it had to maintain exceptional customer service, high operational efficiency, and strong lead generation to stand-out.

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Why Viridis needed Bodhi

Before Bodhi, Viridis Energy would get a lot of customer phone calls wondering what's going on with their project. Their IT manager set up automated emails in Salesforce, but it proved not to be effective in keeping customers updated given the complexities of the solar process. The difficulty in providing timely and personalized ongoing updates resulted in frustrated customers, increased workload for both the operations and sales team, and lost sales opportunities.

• High inbound call volume – Customers frequently called in asking for project updates, overwhelming the operations and sales team and pulling their focus away from generating new business.
• Team morale struggles – Dealing with frustrated customers drained the energy of both the sales and operations teams.
• Missed referrals – Some sales reps already struggle to ask for referrals. When customers were upset, it became even harder to bring up referrals.

“Waking up to angry customers kills morale for the team, especially the sales team. When customers are upset, you can’t ask for referrals. It made things frustrating for everyone.” — Mike Collette, Viridis Energy

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Recognizing that better customer experience drives sales, Viridis turned to Bodhi.

Results with Bodhi

‍1. More referrals and sales‍

Bodhi had an immediate impact. Within the first week, a referral converted into a sale, instantly covering its first-month cost. Sales reps who once hesitated to ask for referrals now rely on Bodhi’s automated prompts throughout the customer journey, ensuring a steady flow of high-quality leads.

“Bodhi asks for referrals multiple times throughout the project. It’s helping us close more deals without extra effort.” — Mike Collette, Viridis Energy

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2. Less time spent on customer escalations‍

Before Bodhi, sales reps frequently had to intervene in customer complaints about long project timelines, especially during permitting and inspections. Now, automated email and text updates keep customers informed, reducing the number of escalations sales reps have to handle. Instead the team can now focus on closing new deals.

“Bodhi has made it easier for us to focus on sales, not damage control. Customers are happier, and our sales have been increasing month over month.” — Mike Collette, Viridis Energy

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3. Stronger online reputation‍

Generating online reviews was a challenge for Viridis Energy—happy customers rarely left feedback, while frustrated ones voiced concerns publicly. Bodhi’s automated review requests now prompt satisfied customers at the right moments, strengthening Viridis’ online reputation and credibility in the competitive solar market.

“We struggled to get reviews before, but now they happen naturally. Once the first one comes in, more will follow.” — Mike Collette, Viridis Energy

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Learn more about how Bodhi’s team can help you achieve similar success. Contact us today!