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How Does Solar CRM Benefit Your Business?

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In the first quarter of 2020, the US-installed 3.6 gigawatts (GW) of solar PV could reach 81.4 GW of total installed capacity. It was enough to power 15.7 million American homes.

According to a Seia.org report, the solar industry is poorly hit due to the pandemic, but the solar business will flourish in the coming years. Many residential and commercial homes prefer installing solar panels to cut down electricity bills and reduce carbon emissions.

The solar business has a brighter future ahead, and if you are into the solar industry, then you must install solar CRM in your system to serve your customers in a better way.

Related Post: Essential Tips for Starting Solar Energy Business on the Cheap

Check out how solar CRM benefits your business.

It Helps in Designing the System

The CRM software is used for multiple functions; it helps design the layout and structure of the solar panel placement. It is integrated with powerful tools to take measurements from the sky and reduces the risk of your workers to note measurements by climbing over the roof.

Many individual homes or commercial houses have tall buildings that are surrounded by trees and other shades. With solar software, you can quickly analyze how to manage the shade and place the solar panels without affecting the sunlight’s reachability.

Assists in Customer Management

When you start a scalable business, you need to focus on customer management as well. Addressing their queries, servicing their concerns, and renewing the service agreements are all done with the help of CRM software. Ideally, customer management starts with customer relationship building and efforts to retain the customer.

Also Read: TOP Green Business Ideas for Entrepreneurs

With solar CRM, you can manage leads, develop workflows, and create reports. The CRM software will provide thorough assistance, just like your live workforce, in managing the customers efficiently.

You Can Canvass New Neighborhood

solar project CRM

The ultimate goal of your business is the expansion and generation of revenue. With the help of solar project CRM, you can easily create new leads by canvassing new neighborhoods on the software.

The system will pinpoint the locations that are not covered by you. You ask your sales force to visit the sites, show your business module, and let the prospective customers know how many customers you have served in that area. If you practice this way, you will be able to garner maximum leads within a specific area.

Also Read: 10 Signs Your Network Is Vulnerable to Phishing Attacks (And What to Do About It)

Streamlines the Operations

The CRM software helps your business to design customized workflows. You can have all the documents and contracts uploaded in the CRM enabled system and set up for the electronic signing. You can conveniently design workflow for the outsourced construction team and in-house teams to help them understand who is working on which project.

You may also set up alerts and notifications to keep track of site surveys, the next installation schedule, and upcoming deadlines. These features of the CRM integrated system helps in easy reporting and studying the sales & project pipelines.

Today, a majority of solar businesses have upgraded their systems to optimize their functions. Solar CRM helps in customer management and handles finance matters, pricing analytics, credit approval, savings forecasting, and portfolio reporting.

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