Revolutionize Your Solar Business Operations with Boosted Solar Automated Solutions

Contact us today to get started!

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Solar CRM customized to your specific needs

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  • Improved lead management and operational efficiency for Solar Companies
  • Implemented automated locked blueprint processes for Victory Solar, resulting in 50% increase in lead nurturing, 20% increase in deal closure, and over 33% increase in operation management
  • Created KPI to increase management visibility and decision making, leveraging our expertise as a Zoho Premium Partner

We guarantee similar or better results.

Contact us today to get started!

Key Features

Solar CRM's team of experienced software and solar professionals work together to
bring you high impact features that save you work and drive tangible results.

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Lead management

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Conversion Rates

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Repeatable
Sales Outcomes

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Automated
Email/SMS

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Task Automation

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Team Collaboration

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Scheduling

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Dispatching

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Project Management

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Accounting

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<span data-metadata=""><span data-buffer="">Inventory
Management

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KPIs

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Zoho Contract

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eSignature Automation

Improve Lead Management

  • Build A User-Friendly and Optimized Website
  • Use targeted online advertising
  • Optimize your Search Engine Results Placement (or SERP)
  • Share High-Quality Photos And Videos Of Your Work
  • Develop Educational, Informative Content
  • Extend Your Reach With Social Media
  • Offer a free solar consultation
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Increase conversion rates

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  • Automating and streamlining the sales process
  • Allowing sales teams to focus on building relationships with potential customers
  • Provide real-time insights and analytics on customer behavior
  • Enabling businesses to make data-driven decisions and optimize their sales strategies

Create repeatable sales outcome

  • Guide sales team members through actions and questions at the right time with blueprint features to create a repeatable process
  • Scale your process as your team grows for new and long-term salespeople and ensure consistent attention to prospects and customers
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Automated emails/SMS

  • Save time by sending pre-written messages to customers and prospects
  • Follow-up with customers to convert cold leads in to well paying customers
  • Notify customers about new products, promotions, and upcoming events, leading to increased sales and customer loyalty
  • Providing real-time tracking and analytics leads to make data-driven decision and optimized the marketing strategies
     
     

Task Automation

  • Have an end-to-end project automation
  • Set up task statuses, loop in the right people, and automate task field updating and email alerts
  • Reduce project delays
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Team Collaboration

  • Simplify communication and increases efficiency
  • Enhances project visibility and transparency
  • Improves accountability and facilitates remote work
  • Reduces errors and inconsistencies

Scheduling

  • Streamline communication
  • Increase in transparency and visibility 
  • Space to share innovative ideas
  • Productive team meeting
  • Cross-team collaboration
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Dispatching

  • Having multi-day scheduling of service appointments
  • Supporting for multi-resource assignment to a service appointment
  • Representation of resource absences
  • Depiction of the availability of technician in a crew
  • Representation of the schedule and progress of the service appointment

Project Management

  • providing Project cost estimation 
  • increasing visibility and providing a big picture view of the company’s projects
  • Improving project schedule management, project tracking, as well as analysis and reporting
  • Providing monitoring tools that enable to track project status
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Accounting

  • Giving a complete overview of a company’s contracts, deals and tasks in one place
  • Providing easy way for sales reps to close more deals

Inventory Management

  • Controlling company’s inventory
  • Managing and fulfilling company’s orders 
  • overseeing warehouses
  • Streamline multiple sales channels
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KPIs

  • Tracking leads, sales, and revenue to optimize strategies and identify areas for improvement
  • Improve customer engagement and satisfaction through KPI tracking of response times and feedback.
  • Track and measure important metrics such as leads generated, sales closed, and revenue generated

Zoho Contract

  • Provide a comprehensive solution to improve the efficiency of  company’s contract management
  • Streamlining all aspect of the process from the creation to execution and beyond
  • Improve collaboration and simplify workflows
  • Increase the overall productivity of the team in managing contracts
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Document management & eSignature automation

  • Tracking leads, sales, and revenue to optimize strategies and identify areas for improvement
  • Improve customer engagement and satisfaction through KPI tracking of response times and feedback.
  • Track and measure important metrics such as leads generated, sales closed, and revenue generated

Featured Integrations

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enerflo

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Zoho

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quickbooks

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Zuper

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samsara

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Google Docs

Calendar

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Docusign

Stopped leads from falling off the funnel

We helped Victory Solar design and implement lead nurturing, deal-flow, and operation blueprint to improve lead conversion by 40%. Expand revenue by over 250k per quarter.

 
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About Us

How Solar CRM Can Help your Solar Company

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Businesses need to keep track of customer relationships at every step of the process, from sales and marketing to after-sales support. Solar CRM is an innovative software that allows companies to manage their customer relationships in a streamlined and efficient manner.

Solar CRM integrates seamlessly with solar project management systems, allowing businesses to store all customer information in one place, making it easier to track relationships across different solar projects. It also provides automation tools that allow businesses to set up automated tasks and reminders, streamlining customer interactions and ensuring that each solar project is managed properly.

Solar CRM also offers powerful analytics and reporting capabilities, allowing businesses to track conversion rates, customer lifetime value and other key performance indicators. This helps solar companies make better decisions when it comes to marketing strategies and product development.

Overall, solar CRM is a great tool for solar companies looking to streamline their customer relationship management processes. With its intuitive interface and powerful analytics tools, solar CRM can help solar companies manage their customer relationships more effectively and efficiently. With solar CRM, solar companies can stay on top of their sales, Financing, Operations, Field Service Management, and Service Maintenance

 

Start today to streamline your customer relationship management process

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