If your solar business is looking for a way to unify your teams and increase output, you’ll want to explore CRM options. The right CRM can triple your revenue without adding staff. Download your copy of this guide to help walk you through the key CRM features that matter to solar companies. The guide includes the 5 ‘must have’ features in a solar CRM with suggestions for solving for both detail and scale as you grow.

Here’s a peek inside:

Running a successful solar business often boils down to the problem of detail and scale. As the business grows, the amount of data that needs to be tracked multiplies exponentially, and this data must be monitored across multiple field offices and remote teams that may be located in different states or even different countries.

To bring this complexity to scale, solar companies need a robust CRM that can track a multitude of data points that range from sales leads and customer information to project status and billing details. This system must be able to scale quickly as the business expands

Key takeaways:

  1. Solar installation processes are incredibly complex, involving multiple steps that must be managed perfectly to ensure success.
  2. Approvals are a critical part of this process, and failing to get the necessary approvals can cause delays and potentially lead to project failure.
  3. With many people working in the field, solar companies need a CRM system that is accessible from anywhere and allows team members to manage projects, conduct site surveys, collect customer documents, and take action on the implementation process.
  4. With key data available through customizable dashboards, solar companies can identify trends, optimize their operations, and make informed decisions that help them stay ahead in the competitive solar market.