For Solar installers big and small, finding the right solar lead management software is important and not having one to streamline how you do sales and marketing best is not optimal. Finding the right solar CRM tool to get and manage your leads is the difference between staying a small solar company and being one of the top solar business in your state.

Hey - this is Josh, the co-founder of the Sunbase Solar CRM software for installers. Our Solar CRM helps hundreds of solar companies and makes it easy for them to manage solar projects through a suite of solar software tools like solar design software, solar lead management software, solar proposal software, etc. Visit Sunbase software page to know more!

Let me paint a few pictures of some sales fires that some solar installers ignore in their business:

Imagine a solar sales team that gets live call or a few emails leads coming in only to have even one of them be mishandled, ignored, or forgotten about... There are probably hundreds of opportunities from the previous year you know about that no one in your solar company had followed up on... at all.

Over time there's going to be thousands of prospects... and hundreds of deals that could actively be worked on. But instead, they become dead ends because no solar CRM is doing the work to keep up to date with them and get them back in their solar systems sales pipeline.

Maybe discovery calls were done with the prospective homeowner where time was spent writing notes about a home owner's need for a 5KW of PV panels for it never to be seen again... wasted time and wasted efforts.. because the solar lead management tool you're using just doesn't automate it. This is widespread on growing solar installer sales operations. Hundreds of potential jobs that could be won can be streamlined, so no one forgets about it.

What is solar Lead management?

The term "lead management" refers to the process of identifying and nurturing potential customers (leads) throughout the sales funnel. In order to be effective, lead management must be tailored to the needs of each individual business. There are a number of different software solutions available that can help businesses automate and streamline their lead management processes. However, not all lead management systems are created equal. It's important to choose a solution that will fit the specific needs of your business.

Solar lead management software is a specialized type of solar sales tracker software that helps businesses manage their leads for solar energy projects. They typically include features such as lead capture forms and lead conversion tools. It can be used by businesses of all sizes, but they can be especially helpful for small businesses that may not have the resources to invest in a full-fledged marketing automation system.

When choosing a solar lead management system, it is important to consider your specific needs and choose a system that includes the features you need. Some systems may also offer additional features such as email marketing or social media integrations, which can be helpful to save time and stay connected if you plan on using these channels as part of your solar marketing strategy.

The Lead Management Process

The lead management process is a crucial part of any business. It allows businesses to track and nurture leads, starting from the initial contact through to the final sale. By understanding and following the lead management process, businesses can improve their conversion rates and close more sales. In this blog post, we'll take a look at the key steps in the lead management process.

An efficient and successful lead management process goes through the following steps:

1. Lead generation:

When the process of lead generation has begun, potential buyers are reached via various means including social media, email, paid ads, websites, and webinars.

Here, an efficient lead management software will ensure that all leads are automatically sent to the CRM system from emails, web forms, and chat. As a result, no potential prospects fall through the cracks. SunbaseData CRM has forms that'll automatically sync in your database so you'll be able to follow up with the leads how you need to.

2. Lead enrichment and tracking:

Whether it is marketing operations or sales, the team you have put in place should not be wasting their time on manual data entry or hunting for information for each lead. This is where lead management software comes into play.

Wondering how do you make a solar proposal that tracks? Sunbase uses link tracking tools to check it was opened and enrich the lead with automated emails? It automates the whole process by collecting all relevant information about a lead that is available publicly including their location, company name, job title, time zone, and social media profiles.

Moreover, it can also provide a track record of the activities of the lead on your website including the links clicked, pages visited, email management, and resources downloaded.

3. Lead qualification:

The next step is the lead qualification that qualifies the leads using a contact scoring model. This model allows the software to rank the lead based on their interest in the service/product, buying habits, demographics, and engagement with your company.

Another model that is used by the lead management software is the predictive scoring model. This allows it to give you a list of contacts that you should prioritize. It assigns a score to each contact based on their website behavior, engagement with your company, and their job title.

4. Lead distribution:

The sooner the leads are contacted by your sales reps, the more are the chances of winning them over. If you assign all the leads to the matching sales reps manually, it will take a lot of time. As a result, your response time will be delayed which could lead to a loss of potential leads. However, if you have lead management software, it can do this task for you as well.

 By automating the lead assigning the process to the right sales reps, it makes the process a lot quicker, increasing the response time significantly. As a result, your sales teams will be able to prioritize the assigned leads instead of looking up for leads manually in the CRM system.

5. Lead nurturing

If you think that all the leads that you have are ready for sales then you are wrong. Some leads also require nurturing. This nurturing includes educating, demonstrating, and raising awareness about the value of your service/product. 

As a result, leads that are still in the initial phase of deciding whether they should purchase your service/product or not are more likely to convert. If you have lead management software, it allows you to send nurture campaigns to these leads.

The top 3 ways to get solar leads online

1. Get reviews and referrals:

Reviews are a solid way to improve your company's reputation and success in terms of solar lead generation. People look for other people's opinion before deciding to buy a product or service - and good reviews mean that others will want to refer you after a good job

Therefore, you should have get reviews for your company and make them easily accessible for everyone - having a quick link to leave a review or even publishing them on your website is an easy way to get some good deals.

2. Develop a good SEO and PPC strategy:

Another important way of improving solar lead generation is by improving your SEO and PPC strategy. If you can put in $1 and get $5 back in revenue after running ads and managing the leads then you're essentially leveraging your money. Showing up on google gets you a call from someone actively looking or shopping for your solar service.

If you are handling the marketing of your company on your own and do not use SEO, then you are missing out big time. Chances are not many people get to see your website when they make a search related to your product or service.

3. Use a Solar Lead Generation Service:

There are several companies that offer solar lead generation services. These companies can help you reach potential solar customers through their networks. This way, you can reach people who are interested in solar energy and who may not be reached through other methods. Read this blog to know about the biggest lead generation companies of 2022.

Top 5 Solar Lead Management software

1. Sunbase:

Sunbase is a good option for solar companies to consider because it was designed exclusively for solar businesses. Its lead management software offers a range of features, including leads gathering, lead tracking, client relationship management, and project management.

Sunbase's mobile app allows solar salespeople to access their leads and clients while on the go. If you're looking for a complete solar lead management solution, you should give Sunbase Lead Management Software significant attention.

2. Salesforce:

The Salesforce lead management system enables you to track the effect of your marketing efforts on your sales funnel across all channels, including social, from lead generation to closing. To turn more leads into opportunities and close more transactions, set up automatic lead scoring.

3. QuickBase:

QuickBase has good customer service Quickbase makes it simple to modify your CRM platform so that it grows with your company and can connect to other platforms.

Their cloud-based sales management software will enable you to adapt as your needs change, whether you're working out of a central hub or need to integrate information across numerous locations or systems.

4. Solar edge lead management:

A solar lead management system that aids in lead generation, lead tracking, and performance evaluation is called Solar Edge Lead Management. Numerous aspects of the software are present, including lead gathering forms, lead assignment guidelines, and lead scoring.

You can manage your leads and customers in one location thanks to the integration between Solar Edge Lead Management and Salesforce Solar CRM.

5. Solarsite:

With a variety of capabilities to handle leads and finalise deals, this software is especially made for solar enterprises. A lead management system, quote generator, proposal builder, and appointment scheduling tool are all included with SolarSite. Additionally, it is integrated with Salesforce and QuickBooks.

The most well-known and widely used software platforms in solar industry for managing solar lead generation are these five. They all provide a range of capabilities, such as contact and customer relationship management (CRM) tools, appointment scheduling, project quoting, and more, to assist solar enterprises handle their leads more effectively. To learn more about lead management software, read this blog.

Conclusion :

Solar sales tracker is a comprehensive system that helps businesses keep track of their solar sales pipeline and forecast. It offers features such as lead management, opportunity tracking, forecasting, and more. If you're looking for a way to manage your solar sales process effectively, this tool is definitely worth considering. Contact us today to learn more about how it can help your business grow!

About Sunbase

Sunbase helps solar companies succeed through a suite of Solar CRM tools like Solar Lead Management Software, Solar Proposal Software, etc.! Contact us today if you have any questions or if you want to book a demo session!