August 26, 2022

What is solar sales tracker?

Solar sales trackers can be accessed through websites on the browser and apps on phones. It helps a solar company track its sales pipeline and keep tabs on its progress towards closing deals.

As part of a lead management system, the tracker can help your business prioritize opportunities and make sure they follow up with interested customers in a timely manner and helps them stay connected throughout organizations.

Continue to read more about the Solar sales tracker and its features!

Advanced features of a Solar sales tracker

It includes features such as-

  • Lead management
  • Contact management
  • Opportunity tracking
  • Pipeline management
  • CRM
  • Advanced Reporting
  • Door to Door Software

Lead Management

Lead management is a crucial part of any sales process. This software includes access to a lead management system that will allow your employees to track and manage their leads in one central place.

The lead management system includes features such as

  • Lead capture
  • Lead assignment
  • Lead tracking

If you wish to learn How to pick the right lead management Software for your company? Read our blog post Choose The Best Sales Lead Management Software and make the right decision.

Contact Management

This system allows users to store and manage their contacts in one central place.

The contact management system includes features such as

  • Contact Import
  • Contact export
  • Contact tagging

Opportunity Tracking

This system allows users to track and manage their opportunities in one central place.

The opportunity tracking system includes features such as-

  • Opportunity stages
  • Opportunity notes
  • Opportunity files

Pipeline Management

This system allows users to track and manage their sales pipeline in one central place.

The pipeline management system includes features such as

  • Pipeline stages
  • Pipeline notes
  • Pipeline files

Customer Relationship Management

This system allows users to track and manage their customer relationships in one central place making jobs more efficient.

The CRM system includes features such as

  • Account management
  • Contact management
  • Opportunity management

CRM as you know is a vital tool for organizations to keep track of their customers and hence it is essential to pick the right CRM tool for your company. Read our blog post What Are The Different Types Of CRM? to make the right choice.

Advanced Reporting

This system allows users to generate reports on their sales data. The reports can be customized to include specific information such as closed deals, won deals, lost deals, and more along with the date.

The advanced reporting system also includes features such as

  • Report scheduling
  • Report sharing.

Door to Door Software

Solar Sales Tracker also includes a door-to-door software application. This application allows sales teams to collect, track and manage their door-to-door sales in one central place.

The door-to-door software application includes features such as

  • Route planning
  • GPS tracking
  • Order management

Solar Sales Tracker is a powerful tool that can help add value to your sales teams and organizations.

Is Door To Door Sales Worth It? You can read our blog post article on the same.

Benefits of using a sales tracker

Here are just a few of the benefits of using Solar Sales Tracker:

Manage Pipelines at a glance

You can see your entire sales pipeline at a glance, so you always know where your deals are at.

Track key metrics to optimize sales

You can track key metrics like conversion rate and average deal size, to help you optimize your sales process.

Set reminders of follow-ups

You can set up automated reminders for follow-ups and the next steps, so nothing falls through the cracks. You can do so by using the CRM feature of the solarsalestracker.

Generate reports

You can generate reports on your sales activity, to help you identify trends and areas for improvement.

Increase Revenue

A sales tracker can help you close more deals with its features which increases the revenue of your business.

Sunbase- Solarsalestracker

Sunbase is an all in one solution for solar companies. It has features and tools that helps solar companies automate most of their tasks. Solar sales software is an important part of Sunbase and is trusted and used by hundreds of solar professionals in the US. All in one solar sales solution including lead management software, door to door sales software, CRM, solar proposal software, etc. is what makes Sunbase a must have software for solar companies.

Sunbase offers one app that works on the principle of automation of tasks to improve performance and makes your resources efficiently.

So, if you want to know more details about our solar sales software, contact us right away and we'll get back to you in a short time.

Conclusion

If you're not already using one, we highly recommend giving Solar Sales Tracker a try. It's easy to use, and it has all the features you need to manage your sales process effectively.

Plus, it can help you close more deals and streamline your sales processes. So what are you waiting for? Try Solar Sales Tracker today! You won't be disappointed!

One Platform. Zero Chaos. Run Your Entire Business in One Place.


Sunbase replaces your CRM, proposals, scheduling, job tracking, and reporting tools — all inside one clean, connected platform.

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About Sunbase

The All-In-One Platform to Run Your Entire Business

Sunbase helps you organize operations, streamline daily workflows, and manage everything - from first customer contact to final project deliver- in one connected system.

Our Mission

  • Organize your business.
  • Optimize your workflow.
  • Automate what slows you down.

Why Businesses Choose Sunbase



One Connected Workflow


Replace scattered tools and manual processes with a single platform that brings together your team, tasks, customers, jobs, and performance data.

🌎 Global Presence


Serving the United States, Canada, India, LATAM, Australia, and 10+ international markets.


👥 11,000+ Users


Trusted by contractors, installers, project managers, sales teams, and field technicians.


🏗️ Built for All Sizes


From small contracting teams to fast-growing enterprises, Sunbase adapts to your workflow.

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Stop Managing Your Business Manually. Automate It.


Sunbase automates workflows, reduces mistakes, and helps your team get more done - without hiring extra staff or juggling multiple tools.

Try Sunbase Today
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