As governments, economies and communities wake up to climate change, the demand to expand the green footprint becomes more urgent and louder. While, this trend augurs well for companies in the clean tech energy space, fierce competition necessitates an end-to-end responsive customer acquisition and engagement system. Choose Solar CRM, before your competition seizes the opportunity.
Solar CRM is designed to assist Solar Business Owners, Sales Managers and Solar Project Implementation Managers in Quoting, Winning Deals, Tracking, Monitoring Projects, Satisfying and Retaining Customers.
Intuitive
A Simple and responsive application framework, that can be adopted without prior technical knowledge.
Customisable
A Simple and responsive application framework, that can be adopted without prior technical knowledge.
Seamless
Import data from spreadsheets, manual databases and integrate with third party apps in minutes.
Secure
Rule-based access and encryption to ensure storage and data security at all times.
Lead Generation to Deals
Imagine a CRM system that incorporates key solar industry information sought by sales teams such as, PV system capacity, energy requirements, installation, location details, in addition to customer profiles. With Solar CRM, sales teams can quickly generate leads and make efforts to qualify them with smarter tools like lead mapping, appointment scheduling, field data entry, contact management and lead filtering. For sales managers this means less time administering and more time in winning deals.
Quotes to Contracts
Estimate and prepare accurate quotes and elaborate proposals in quick time assisted by pre-defined templates and forms. If required, master data can be modified to suit individual needs. At the back-end Solar CRM enables storing and generating quick quotes with seamless integration with the core accounting software. The sales support team can prepare winnable proposals and draft contracts by factoring energy consumption, battery capacity and storage parameters.
Projects to Satisfaction
The moment contracts are finalised, the office team can instantly access them and assign installers for quick implementation. The installer is provided all required details and specifications for the solar installation. Simultaneously client is intimated on the progress of the installation, with every milestone systematically tracked, stored and accessible. Once installation is complete, the finance department can generate invoices to clients and follow up on payments. With Solar CRM, you can easily turn quotes into jobs by accessing order data safely and securely.
Data to Reports
Reports and Dashboards
The key part of any business is knowing how it is performing and progressing. Deriving actionable insights on sales performance, project installations, customer feedback helps in expanding your solar footprint rapidly. Get real-time performance and activity reports on sales reps. Solar CRM stores all the data and enables strategic analysis and generation of intuitive reports and dashboards for informed decision-making. Spot issues, track performance and gain visibility from a single system.