Industry · Energy & infrastructure

Commercial systems for
energy and infrastructure

Solar, gas, utility-scale, distributed generation. 3-to-9-month cycles with multiple stakeholders. Large contracts that deserve a commercial system that matches their size.

Monterrey Center· Founded by former Google Senior Partner· Scrum applied
What we see in energy

The 4 patterns that cost pipeline.

01

3-to-9-month cycle with multiple stakeholders

Purchasing, engineering, finance, legal, leadership. Each one with different priorities. If the seller does not have a system, he loses someone and the sale falls apart.

02

Technical proposals that mix everything

Commercial + technical spec + regulatory validation + financing. Writing a proposal takes days when it should take hours.

03

No centralized history

The previous seller resigned. The new one starts from scratch with each account. Six months lost rebuilding context.

04

Contratos recurrentes que nadie atiende

Maintenance, O&M, monitoring. They are signed and forgotten. The client drops to a competitor because no one touched the account in 8 months.

How we solve it

What we implement for energy.

01

Pipeline multi-stakeholder

Every account has multiple contacts identified by role (procurement, engineering, finance). A shared calendar with next actions per role. Nothing gets lost between meetings.

02

Document management integrado

Proposals with technical + commercial + legal templates. They are generated from the CRM by pulling opportunity data. Version control, electronic signature, opening tracking.

03

After-sales automation

Automatic renewal reminders, end of guarantee, expansion opportunities. The client always knows that you remember him.

04

Portfolio Dashboards

Executive view with total contracted portfolio, average IRR per project, pipeline size and concentration per client. To report to investors and to decide where to invest in sales.

We work with solar, electrical infrastructure and fuel distribution companies. We understand that the ticket obliges a system, not a post-it.

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Services that apply

Los pilares that we implement.

Frequently asked questions

What people always ask in energy.

Do they comply with regulatory requirements (CRE, CENACE)?

The CRM and flows we implement are configured with the fields and traceability each regulation requires. We don't sell you compliance, but we build infrastructure that keeps you in compliance.

Do they integrate with technical software (PV*SOL, Helioscope)?

Yes. We can connect technical design outputs to the commercial proposal — projected kW, estimated savings, system size are pulled automatically into the sales document.

How do you handle O&M and monitoring contracts?

Recurring contracts live in the CRM as a "renewal pipeline" with 90, 60, and 30-day expiration alerts. The client receives an automatic quarterly performance report.

Next step

Book a free diagnostic.

30 minutes, no commitment. We review how your energy pipeline is moving today, where it is leaking, and what 3 prioritized actions would give you the most traction in the next 90 days.