Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
Best value– save up to 30%
Changing regulations. Innovations. Supply delays. These are just a few of the many reasons why running a solar firm is challenging. The renewable energy industry is constantly evolving. With a large team of employees working independently in their roles, it’s highly important for a solar firm to have a powerful tech tool that is the single source of truth for the firm. That application is often a customer relationship management system (CRM).
Now that you know you need a CRM for your solar firm, the question is, which one to choose? Salesforce and Insightly are both popular CRM platforms that cater to a wide range of industries, including the solar business. These platforms offer features and functions designed to automate processes, grow customer relationships, and increase efficiency. In the context of solar firms, let’s compare Salesforce and Insightly across various key decision points. Keep in mind that Salesforce is considered a legacy CRM whereas Insightly is a modern CRM, so many of these comparisons will be evident through that lens.
The choice between Salesforce and Insightly as a CRM for solar businesses depends on factors such as the size of the enterprise, specific customization needs, budget constraints, and the level of integration required. Salesforce is costly, but with its scalability and extensive features, it could be a good fit for larger solar enterprises with complex workflows. Insightly’s affordability and user-friendly interface could make it an attractive option for solar businesses of all sizes looking for a CRM that offers good value to grow.