Introduction
“The collaboration with Omnitas has been incredibly smooth. We’ve received both strategic advice and hands-on support, allowing us to scale without having to reinvent the wheel,” says Melodi, Chief Marketing Officer at Turn Energy.
As a growing player in solar energy, Turn Energy faced a clear challenge: streamlining project management, optimising sales processes, and improving internal collaboration. With hundreds of projects running simultaneously and an expanding customer base, it became evident that they needed a system that could seamlessly handle both project management and CRM in one centralised platform.
Turn Energy turned to Omnitas Consulting to implement monday.com CRM as a scalable and integrated solution. Through strategic consulting and a tailored implementation, Omnitas helped Turn Energy optimise their processes and scale their business sustainably.
The result? Greater structure, smoother internal workflows, and a CRM solution that grows with the company. This article delves into Turn Energy’s digital transformation journey and how Omnitas enabled them to build a system that supports not just their operations today—but their future expansion as well.
About Turn Energy
Pioneering Solar Energy in Sweden
Turn Energy is a solar energy company that develops, builds, and operates solar parks across Sweden. These parks contribute to Sweden’s renewable energy mix while ensuring efficient land use.
Beyond energy production, Turn Energy also fosters a collaborative and positive work culture under their slogan, “Save the world from bad energy.” This mantra extends to employee well-being, internal efficiency, and sustainability-driven business practices.
The Growth Challenge
As Turn Energy scaled rapidly, they faced a critical challenge:
- Managing hundreds of projects simultaneously required a structured, transparent system.
- Tracking deals, prospects, and customers required a robust CRM solution.
- Existing tools weren’t flexible or integrated enough to meet the company’s evolving needs.
“We started with monday.com for project tracking,” says Melodi, “but as our business grew, we realised we needed to integrate CRM and automate more processes. That’s when we reached out to Omnitas.”
The Collaboration with Omnitas
Why Turn Energy Chose Omnitas
With monday.com already in use, Turn Energy needed expert guidance to expand its functionality. After evaluating multiple options, they selected Omnitas, an official monday.com partner, to help them build a more integrated and automated system.
“The great thing about working with Omnitas is that they don’t just deliver a system—they teach you how to use it efficiently,” explains Gustaf Alberius, Co-Founder and Strategist at Turn Energy. “We wanted a solution we could manage internally long-term, and Omnitas empowered us to do that.”
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Key Areas of Improvement
1. CRM & Sales Process Optimization
- Implemented monday.com CRM as a centralised system.
- Automated lead tracking, follow-ups, and customer touchpoints.
- Integrated CRM with project management for seamless collaboration between sales and operations.
“We can now track every lead from the first interaction to project completion. Nothing slips through the cracks anymore,” says Melodi. “The automation Omnitas helped us implement has saved us an incredible amount of time.”
2. Scalability & Customisation
- monday.com’s modular structure allowed Turn Energy to start small and scale as needed.
- Omnitas provided strategic guidance on future-proofing the system, ensuring it could evolve with the company.
“What we love about monday.com is that we can expand its functionality as we grow. And when we’re unsure about the best approach, Omnitas is always there to guide us,” says Gustaf.
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Results & Impact
Faster & More Efficient Operations
- Significant time savings due to automated workflows and streamlined processes.
- Teams can now focus on strategic tasks instead of manual admin work.
“Previously, we spent hours manually tracking projects and sales activities. Now, it’s all automated. We simply log in, and everything is there,” says Melodi.
Improved Sales & Customer Management
- More effective follow-ups and engagement with leads and customers.
- CRM and project tracking are now fully integrated, eliminating the need for multiple disconnected tools.
“It’s easy to fall into a situation where different people work in separate Excel sheets—one person has their own list, another has theirs. We’ve been proactive in ensuring that everything happens within monday.com. If something is missing, we don’t create another system elsewhere—we implement it directly in monday.com to maintain a unified workflow,” says Gustaf.
Stronger Decision-Making with Data Visibility
- Dashboards provide real-time insights into project progress, sales performance, and operational efficiency.
- Management can make informed decisions faster, improving strategic planning.
“Being able to generate reports and track KPIs at a glance has been invaluable. It helps us stay aligned with our goals and make data-driven decisions,” says Melodi.
Final Thoughts & Looking Ahead
With Omnitas’ expertise and the flexibility of monday.com CRM, Turn Energy now has a scalable system that supports their continued growth. The partnership has ensured that their operational, sales, and project management needs are met with efficiency and automation.
“What’s great is that we’re not locked into a rigid system,” says Gustaf. “We can keep evolving it as our company grows, and we know Omnitas is always there to support us when needed.”
For companies looking to streamline operations, automate workflows, and scale efficiently, Turn Energy’s journey proves that the right tools—combined with expert guidance—can make all the difference.
Ready to transform your business? Book a free consultation with us today to discover how a tailored CRM solution can help you optimise and scale your operations!
Curious to read more about businesses that have succeeded in transforming their sales processes by adopting a CRM that suits them – not the other way around? Check out Billing Finance’s story below and get inspired!
