Marketing Automation for Solar

Drive leads and grow pipeline for your solar business with Insightly Marketing

Why choose Insightly Marketing?

Build pipeline and revenue

Engage with your audiences, create high-value leads, and grow your business.

Create lifelong customers

Drive loyalty through relevant messaging shared at just the right time in the buying journey.

The marketing app you’ll love

Align across sales and marketing to optimize the customer experience.

Engage audiences and build pipeline

Build trust and grow your business by delivering the right message to the right audience at just the right time.

Insightly Marketing Journeys are an intuitive solution that has helped our client drive a 10x increase in pipeline over just a few months by identifying prospects with a high propensity to convert.

Amy Anderson,
Co-Founder, Wild Coffee Marketing

Email marketing

Quickly and easily create beautiful marketing assets that drive awareness and conversion.

  • Launch great-looking, high-converting campaigns in minutes
  • Use pre-built email templates or customize your own templates with intuitive drag-and-drop functionality
  • Have more control over the way you reach customers with transactional emails and email batching

Landing pages and forms

Create high-quality landing pages designed to convert visitors to leads.

  • Design, build, and clone beautiful, engaging landing pages
  • Capture interest and engagement with embedded forms
  • Share contact information automatically with sales and delivery for seamless follow-up

Journey builder

Create strong relationships by making every touchpoint insightful and engaging

  • Easily build multi-step email sequences that guide customers from awareness to adoption and advocacy
  • Nurture relationships with multi-touch content and logical next-best actions
  • Automatically send notifications, change lead scores, or even trigger workflows based on customer interest and intent

Dynamic list segmentation

Improve your brand reputation and your results by delivering relevant content that builds trust.

  • Show customers you understand them and their business by dynamically adding or removing contacts from your lists
  • Optimize conversion through improved targeting
  • Monitor interest and purchase intent with prospect scoring and grading
  • Segment by firmographic and demographic data and maximize your ability to reach the right person with the right message

Measure and iterate

Make smart decisions, understand what motivates your audience, then iterate and improve on your performance.

The number one biggest benefit of working with Insightly is transparency. Major decisions have to happen and we all have to be on the same page.

Kelsey Dus,
Marketing Director, SIGMA Equipment

Dashboards and reporting

Create a single source of truth, share results across your entire organization, and demonstrate your impact.

  • Track your unique KPIs with shareable dashboard cards and different chart types
  • Evaluate and report on campaign performance with UTM tracking, multi-touch attribution, and ROI tracking
  • Understand audience preference and intent with prospect ID tracking
  • Improve email performance with health reporting

A/B and multivariate testing

Test, learn, and improve your email performance

  • Understand what resonates for your audiences, and what doesn’t
  • Improve your email campaigns and engage your audiences more effectively
  • Go beyond basic A/B testing with easy-to-use advanced testing that will help you optimize results
  • Improve email performance with health reporting

Integrate with ease

Share insights across your entire
organization and build strong
relationships with prospects
and customers.

Modern, unified platform

Extend your reach and drive sales with a unified experience across sales, marketing, and customer support.

  • Show customers you know them with data captured across every single interaction
  • Deliver great experiences across every single sales, marketing, and customer support touchpoint
  • Easy to customize and integrate with the applications you use to run your business


Market smarter and grow faster when you connect Insightly Marketing to the rest of your tech stack.

  • Capture leads more easily from all your digital advertising channels, like Google Ads, Facebook, Instagram, and LinkedIn
  • Connect your eCommerce platform to Insightly, send targeted campaigns, and sell more
  • Empower your marketing operations team to own all your integrations
Watch the video

CRM + Marketing Automation Yields 3x Revenue Increase

Manufacturing firm SIGMA Equipment shares the benefit of using Insightly CRM + Insightly Marketing to drive better cross-team communication, move faster, and generate more revenue.

Watch the video

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Experience Insightly Marketing for yourself

Frequently Asked Questions

Is marketing automation only for large solar companies?

Solar businesses of all sizes can benefit from marketing automation. Solar is a highly competitive field, so any advantage that your company can get is valuable. Small solar firms will find that automating repetitive marketing tasks makes their marketer or marketing team much more efficient.

How do solar businesses use marketing automation?

Marketing automation helps solar businesses streamline tasks and therefore let their marketing teams focus on more creative tasks that require a human touch.  For example, a marketing automation platform can score and grade incoming leads based on pre-set attributes so that the best leads get the most attention quickly.

How do solar companies use content marketing?

Solar companies can generate interest in their products by creating educational ebooks, blog posts and articles about the process of selecting and installing solar. They can then use a marketing automation platform to create email drip campaigns, landing pages and forms to distribute that content.

Insightly Marketing in Action

Marketing Automation for Solar

The introduction of marketing automation has impacted various industries in significant ways. It’s presented many businesses with the opportunity to streamline their marketing efforts and improve lead generation. One industry that has benefited especially from marketing automation is the solar energy sector. Marketing automation solar solutions have provided solar energy companies with a powerful arsenal of tools and strategies to maximize their brand exposure and ultimately generate more sales.

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What Is a Marketing Automation Tool?

A marketing automation tool is essentially software that automates repetitive and time-consuming marketing tasks, allowing human marketers to focus on strategic planning and creative development. By using sophisticated marketing automation systems, solar companies can significantly reduce the manual labor involved in managing communications across multiple channels while also ensuring that prospects receive relevant and personalized information.

Advantages of Marketing Automation Tools 

One major advantage of marketing automation tools is their capacity to gather data about customer behaviors and preferences. Using insights into how consumers respond to different types of messaging, marketers can refine their strategies for better results. For example, if an email campaign promoting rooftop solar panels receives high engagement rates from homeowners living in sunny regions but fails to resonate with those living in cloudier areas, marketers would know to target their rooftop solar panel marketing efforts toward sunnier areas.

Additionally, since many solar installations require substantial financial investments from customers, they typically seek considerable guidance throughout the decision-making process. This means that effectively nurturing leads is crucial for conversion success. A robust marketing automation system enables personalized follow-ups based on the actions of individual prospects, like downloading whitepapers or requesting quotes. Customized communication ensures that potential clients feel valued and also guarantees they receive targeted information that addresses their specific requirements. 

Given the highly competitive nature of the solar industry, it is imperative for businesses to differentiate themselves by showcasing not just technical expertise but also exemplary customer service. Marketing automation can allow seamless coordination between sales and marketing teams to ensure that each lead is engaged at the ideal moment in their buying journey. 

By deploying sophisticated marketing automation tools and utilizing automation capabilities to execute data-driven, customized campaigns, businesses can significantly enhance their lead generation efficiency. A well-integrated marketing automation system can empower a solar firm with valuable insights into customer behavior patterns and preferences — knowledge that can be instrumental in driving continuous improvement and delivering exceptional experiences throughout the buyer journey.

CRM For Solar Companies

A customer relationship management (CRM) system for solar companies is specifically designed to cater to the unique needs of the solar energy industry. It helps solar companies stay organized, manage leads effectively, and drive growth. Solar CRM solutions are an essential tool for managing the entire customer lifecycle, from lead generation to project completion and beyond. 

Advantages of Solar CRM Automation

One of the main components of many of the most effective CRMs is CRM automation. CRM automation is designed to automate repetitive tasks like lead assignment, follow-up reminders, nurturing campaigns, reporting, and more. By automating these processes through a dedicated CRM for solar companies, solar businesses can save valuable time and resources that would otherwise be spent on manual tasks.

As solar energy becomes more popular and accessible across the globe, managing the growing number of customers can become quite challenging. Introducing a specialized CRM for the solar industry allows these businesses to better track leads throughout each stage of the sales funnel. 

Excellent customer service is crucial in any industry; however, solar clients have unique expectations when it comes to clean energy systems for their homes or businesses. An effective CRM system helps solar companies identify their clients’ specific needs during the sales process and provide tailored solutions accordingly. 

Solar CRM Features

A solar CRM should have features like energy production estimators and financial analysis capabilities related to tax incentives and financing options. It should also integrate with solar proposal tools and come with excellent project management functionalities. The best CRM system for solar businesses not only streamlines sales processes but also enhances communication among various teams involved in project implementation. 

As competition within the solar industry continues to grow, having a CRM system specifically designed for solar companies will become essential. Investing in CRM automation can help businesses manage leads effectively, streamline sales processes, enhance communication among teams, and ultimately deliver exceptional customer service. By leveraging the power of an industry-specific CRM solution, solar companies can gain a competitive edge and ensure long-term success.

CRM Strategy for Solar

Just like your CRM software for solar is vital, an effective CRM strategy for solar businesses is crucial — not only for attracting new customers but also for retaining existing ones. Utilizing a CRM strategy tailored specifically for the solar industry can enable solar businesses to streamline their sales process and drive growth via greater customer satisfaction. 

Solar Pipeline CRM System

Solar Pipeline CRM is a popular CRM for solar companies that enables businesses to manage their sales pipelines effectively, ensuring that leads are converted into customers as efficiently as possible, while also providing real-time insights into various stages of the sales cycle. This CRM allows businesses to prioritize high-potential leads, track communication with clients, and manage tasks like follow-up emails. 

Solar CRM Strategy Benefits

By incorporating a dedicated CRM strategy into their operations, solar businesses can benefit from increased efficiency and profitability. A well-planned approach helps companies maintain long-lasting relationships with clients by keeping them informed about product updates, promotional offers, and other relevant information. Furthermore, an effective CRM system allows businesses to collect valuable data on customer preferences and behaviors, which can be used to better tailor marketing efforts. 

Implementing a CRM strategy for solar companies can also contribute significantly towards enhancing overall business performance. When integrated with other digital tools such as social media platforms or email marketing campaigns, CRM strategies can generate more leads and improve conversion rates dramatically. Moreover, by having access to accurate data on lead generation sources and performance metrics, business owners can make informed decisions about where to invest their resources.

It’s vital not to underestimate the importance of CRM platform training for employees. Providing staff with adequate training ensures smooth integration and boosts overall productivity. Companies that invest in training initiatives tailored specifically for their CRM systems generally reap the benefits of increased employee satisfaction and productivity, which, in turn, results in better customer service. 

By employing a comprehensive CRM strategy, solar businesses can effectively manage leads and maintain strong customer relationships. When combined with other digital marketing tools and employee training programs, an automated solar CRM strategy can result in significant improvements to a company’s bottom line. Not only does implementing an effective CRM strategy benefit solar businesses, but it also plays an important role in promoting the adoption of sustainable energy solutions across the globe.

Best Solar CRM

A solar sales CRM is a software solution specifically designed to cater to the unique needs of companies operating within the solar industry. These systems allow businesses to track leads, manage customer relationships, oversee project implementation, monitor ongoing performance, and more. By having a robust CRM in place, solar companies can ensure that sales teams stay focused on their goals and maintain excellent communication with prospective clients and existing customers alike.

How to Select the Best CRM for Solar Businesses

Selecting the best CRM for your solar business can be a daunting task. However, there are several key features that distinguish top-tier solutions from their competitors. One essential feature is comprehensive lead management capabilities. Robust lead management features ensure that sales teams can easily track their prospects throughout every stage of the customer journey. 

Project Management Features

Another essential component of an effective CRM system is solar project management software. This type of software allows companies to maintain control over all aspects of project implementation — such as scheduling installations, assigning tasks to team members, tracking equipment inventory, managing permits and contracts, and monitoring overall progress towards deadlines and milestones.

Analytics Features

It’s also very important that your selected CRM platform comes with adequate analytics features. Analytics and reporting tools will likely prove immensely valuable for optimizing your sales process. The best solar CRMs provide access to advanced reporting capabilities that deliver data-driven insights regarding lead conversion rates, customer satisfaction scores, individual sales rep performance metrics, and much more. By harnessing this information effectively, companies can make informed decisions about how best to allocate resources moving forward.

Choosing the best solar CRM for your business requires careful consideration of numerous factors, like project management capabilities, reporting and analytics tools, and much more. By carefully evaluating these criteria and comparing them against your unique business requirements, you can better position yourself to select a CRM solution that drives increased efficiency throughout your sales operations and ultimately boosts profits. 

As the solar industry continues to expand, it will continue to be of paramount importance for businesses operating within this space to equip themselves with cutting-edge tools designed specifically with solar needs in mind. Tools like top-tier solar sales CRMs and project management software can help solar companies remain competitive despite the industry’s quickly evolving nature.