Solar CRM

People with knowledge on solar energy and panels know that the time for solar alternatives for power has come. Things have been looking up for the solar contractors for a while now but with the recent influx of demands and rising opportunities, they have a little bit of conundrum in their hands. Keeping tabs on their leads and knowing what approach they should adopt to convert a lead into sales altogether is not easy when everything needs to be done manually. You need a system that organizes your leads, customers, and prospects in one place and provides room for collaboration among different teams in your company. With our solar estimating software, customer services, management and sales agents will all have access to customer data and strategies and will be able to do their job efficiently.  Our automatic triggers, task and schedule reminders together with social media integration allow you to bind your customers in contract legally without any close contact.  All your customers will go through a personalized one-on-one journey and you will be able to attend to each one of them with undivided attention. Your team will be able to interact and engage in an umbrella system that will promote collaboration and integration in every away.

SolarCRM allows you to easily record leads from all online channels. It can easily manage your entire sales process from getting leads through the marketing funnel to prospecting to following up on them. The CRM does it all for you. It also allows you to create custom triggers for each prospect separately and keeps a record of them in the database. You can even send proposals to prospects using built-in eSignatures to ensure

A Solar CRM solution is imperative for the growth of your business. It not only helps you improve your revenues but connects you with your sales reps as well by keeping you updated with their progress. Our solar CRM software is equipped with tools that are designed to improve the performance of your sales team by assisting them in tracking leads for you efficiently. We know that every business has unique requirements therefore we offer customized customer service for all our clients. Competition in the field of solar sales is so tight that you cannot afford to lose even a single lead to your opponents. Your team needs tools that empowers them, and a solar CRM software designed for that purpose specifically is how you’ll set things right in your company’s management. Knowing what is happening with all your leads at all times gives your sales reps an edge over their competitors in the market. And your sales reps will not have this advantage if it weren't for our software's advanced lead management system. Your business will have all the means to track follow up leads automatically and offer them online proposals befitting of their needs via our eSignature system.  

Installing a system like ours to improve your solar sales may sound like a difficult decision at first but over time you’ll experience its productivity firsthand and never regret your decision. A solar project management software separates management tasks and sales processes to make things easier for your sales team. The time your team has been spending on tedious management work will now be redirected towards attending follow up phone calls and in writing emails to all those leads that are still in the line. The automatic invoice generation that comes with scheduled payment timeline and a system that doesn’t need manual assistance to send emails, phone calls and messages to all leads that are still in the sales funnel. Our system has all the features that will increase the productivity of your company’s overall management and team significantly. You can create customized templates for SMS, email and all other types of communication easily. We offer the kind of assistance that can share your responsibilities and make things happen quickly and automatically. Once the contract is signed via eSignature, invoices for customized proposals are generated immediately and their notifications are sent to the engaged leads immediately. Follow up and payment schedules are also set in motion once the contact is made. 

Tracking leads is one thing but successfully converting them into sales is another. Our software has a built-in eSignature that allows you to take care of contracts from within CRM. Further features like solar CRM customer service, contact via calla, and automatic billing makes your company one of the best in the market. Once the contract is processed, your solar sales customers will be able to pay their dues through their credit cards with low overheads. You can generate payment invoices almost immediately and your customer will receive a detailed email about their purchase and contract right then and there as well. The payment schedules are also set in motion whenever you generate an invoice based on customized proposals and contracts. Our customer service knows what needs to be done to create an environment that resonates well with your audience.  CRM for a solar company is the need of the hour especially if you want to increase your revenues and stay ahead of your competitors. Stagnant sales funnel and marketing practices often lead to a decline in sales which is clearly not good for your business. By creating a CRM  for solar companies, one can be quick, efficient and always ahead of trends. 

CRM for solar company is an opportunity in disguise that helps it increase its revenues via an advanced lead management. It helps increase solar sales in the most organic way possible without suggesting approaches that are too incessant and impractical. Its lead management system helps you track a lead in real time from the moment it enters your sales funnel up until the time of its conversion. Once you know at what stage a lead is headed, you’ll be able to organize follow up schedule that includes communication via email, SMS and phone call. No lead in your sales funnel will remain unattended and everyone in your company will have access to its data and whereabouts in real time. A structure like this will allow solar companies to use cloud system that will enable them to be online whenever they have access to internet. We don’t only help you in gathering the leads and then converting them into regular customers, but we also take care of the process that comes after the conversion. Invoicing, signing binding deals via eSignatures, paying for goods online and attending to customer queries via email and other types of communication is also right up our alley. 

Our service is the kind of assistance that will help you close more deals in no time. When you have the means to track your lead and their interests then it becomes easy to devise a plan that gets them involved with your company for a long haul. Maybe you don’t want to use a service that’s entirely unfamiliar and your employees don’t have the experience and the basic know-how to use it efficiently. This can be easily cancelled by the fact that our program is mostly self-sufficient, and you need little to no training to use it. The most important thing in making a deal is how long you can entertain your leads’ interest and by the way our program is designed, you’ll have no problem in managing that. You’ll be able to track all your leads at all times and if that’s not enough, every department of your company will be able to use our data and use it to facilitate their work obligation. Since almost everything from sending follow up emails to generating invoices is automatic, everything in our program happens in quick succession. There is no delay and no unanswered phone calls to irritate your leads. 

Our program doesn’t only help you get leads onboard and increase your revenues, but it also serves as guide. We tell you when you should push a lead for the next stage and when you should hold onto to follow ups. All our data can be accessed from anywhere as long as your employees are online. They will not only have necessary data at their disposal but a set of instructions that and trends inclination that will tell them what they should do next. Though the instruction will not be in plain sight, but you’ll pick up the guidelines when you see them.  

SolarCRM Canvassing software allows you to grow your business. Door-to-door automated canvassing allows salesmen to easily track a record of their prospects, record their details in the CRM, and disposition pins to the right leads.  SolarCRM canvassing software also allows GPS location tracking with both desktop software and mobile app.  

Canvassing software can be used by sales operational teams, hospitals, and even for political purpose. The canvassing teams can use geographical data to create their own maps, funnels, generate leads, and automate those leads with email marketing campaigns.

Getting leads and sales is just one part of any solar business, managing those sales is the real challenge. Our solar CRM software can do that for your. If you are still using spreadsheets and powerpoints to manage your data, then perhaps now is the right time to integrate them with an actual CRM software that keep a tab on everything you do to generate and manage leads. 

Moreover, SolarCRM software also allows you to manage scheduling of leads, their billing, and even their project details. No need to get different software for project management and lead management when a single software can do both the jobs. 

The best part about SolarCRM software is that it allows you to create proposal formats and financing templates. So that if your customers want financing and are not sure how to get started, you can send them a template right from within the software. Don't miss out on your customers ever again!

Perform detailed analysis of your leads and turn them into customers with our SolarCRM lead generation and management software.  Now respond to your customer queries, generate instant feedback, and make feasible economic decisions to address your customer's concerns. From lead stages to project planning, everything is part of our solar project management suite.

Create accurate detailed proposals within minutes and forge strong relationships with your prospects. Generate accurate layout plans, total energy production, time and financial estimates, financing proposals, to convert your leads faster. Use all the information your lead generates to create a feasible solar plan that is a win-win for both of you.

The best thing you as a business can do is to turn your customers into your referrals that bring in more customers for you. With our SolarCRM, you can easily manage your database of prospects and customers and leverage them to enhance your overall brand worth. With more referrals, easily convert them into leads, and get more profit form your business.

With our solar project management tool, companies can expect to manage all their marketing, sales, leads, and sales projects - all at a single place. It wouldn't be wrong to call the SunbaseData Solar CRM an all-in-one suite to manage operations, capture leads, convert, and then and turn their plans into completed projects. 

SunbaseData Solar CRM suite is made for both small businesses and enterprises alike. It is a complete solar sales and installation suite that provides everything in a single platform. Solar companies need a single suite that can manage all their day-to-day activities. Instead of writing it down on files, creating sheets for project plans, and using email marketing suite to get in touch with customers, they can do it all with the SunbaseData Solar CRM suite. It is efficient, productive, and offers a lot more room than what the solar management firms can get with any other tool. 

The best part about our CRM is that it can be integrated with other tools such as excel, powerBI, and even email marketing platforms like ActiveCampaign. It can also import data from other software and manage them through its own platform. Start streamlining your lead assignments with our CRM suite, communicate with leads efficiently, create solar proposals and contracts, and manage a transactions, all on the go. 

TOOLS FOR LEAD MANAGEMENT

Whether you want to manage leads and route them to your sales staff or auto assign leads to free sales representatives, our CRM tool can do that for you autonomously.

TOOLS FOR MANAGING PROSPECT AND CUSTOMER DATA

Schedule tasks, manage solar projects, and enlist requirements using our CRM and project management tool.

TOOLS FOR BOOKING APPOINTMENTS

 Now easily track resources, improve lead performance, and generate more revenue.

TOOLS FOR DEVELOPING SOLAR PROPOSALS

Easy financing options, payment schedules, and installment proposals for your clients with short budget. 

TOOLS FOR MANAGING FINANCING APPLICATIONS & PROGRAMS

Track prospect's financing applications, their loan status, the lender they applied through, their construction and project details, all with a single tool.

TOOLS FOR ATTACHMENT MANAGEMENT

Attaching documents like PDFs, Docs, and Excel sheets is never a problem with solar management software. You can now add documents to your prospects to ensure that all their data is available at a single place. If you want to add image files of site plan, that is also possible. Add data using Android, iOS, and even desktop.

TOOLS FOR GOING PAPERLESS

Digitally sign contract forms and send to your prospects. Do away with paperwork once and for all.

TOOLS FOR SALES TRACKING & PERFORMANCE MANAGEMENT

Track all your KPIs through a single dashboard. Add customized reports to your dashboard and keep a tab on them with your desktop and android application.

TOOLS FOR GENERATING MORE SOLAR LEADS & APPOINTMENTS

Use SMS, calls, and emails to generate more leads with account-based marketing (ABM) and increase your profitability.

TOOLS FOR FILTERING & MARKETING TO YOUR DATABASE

Record all your leads data in a single database, or integrate your data from excel sheets, and mySQL databases to our CRM. 

TOOLS FOR GETTING MORE REFERRALS & SALES

Make your customers your affiliates. Any leads they bring will come through a unique ID and they will be able to benefit form it.

TOOLS FOR USING & REPORTING DATA FOR BUSINESS INSIGHTS

No company can survive in the market if they don’t know whether their strategies are working in favor of their goals or not. Knowing real-time KPI metrics of your company is imperative to figure out its productivity. Our program has the means and the necessary tool to make accurate real-time KPI metrics reporting possible. Everything on our platform happens simultaneously therefore you don’t have to wait for hours to know whether your decisions are aligning with your long-term and short-term goals or not. If your strategies are messing up your goals and revenues than one look at this report will alert you immediately. 

Almost all solar contractors are dependent on their deals and immediate jobs for incomes. If things don’t go smoothly, your finances are likely to take bigger hit than an average businessman since everything is so concise and immediate. But by using a program that is SaaS enabled and is offering features that are bound to keep you out of trouble if used wisely than concurring more profits is not a far-fetched dream. Converting leads into sales will not take much time which means you’ll be able to seal a deal much faster than you ever did.  And if used our program right, you might get more  in bargain .