How Does Solar CRM Benefit Your Business?

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 on 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.

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. The tools integrated into it are powerful enough to take measurements from the sky, reducing the need for your workers to climb on the roof and take measurements themselves.

Trees and other shrubs surround many individual homes and commercial houses with tall buildings. Trees and other shrubs surround many individual homes and commercial houses with tall buildings.

Assists in Customer Management

Moreover, when you start a scalable business, it is essential to focus on customer management. 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.

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 a new neighborhood.

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 integrated tools measure from the sky, reducing the need for workers to climb roofs. 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.

Streamlines the Operations

CRM software helps your business design customized workflows. You can have all the documents and contracts uploaded to the CRM-enabled system and set up for electronic signing design workflows for both outsourced and in-house teams to clarify project assignments.

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 help with easy reporting and studying the sales and 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.