Are you a solar power provider looking to increase your customer base? A solar sales CRM solution gives you a new way to optimize workflows for sales and service teams in your organization.
Solar Sales CRM systems help you organize processes, automating many repetitive tasks while making it easier to access customer account details. Your teams can access customer information from any device, at any location, even when on the move.
Update customer files in real-time from any location and collaborate with key team members on sales processes. A solar sales CRM lets your organization make the leap into your digital transformation strategy.
Get the Most Out of Every Lead with Solar Sales CRM
Solar power providers face competitive market conditions, with many organizations battling it out for market share. As a solar provider, your goal is to get as many customers using your services as possible. You can’t afford to let a single lead go to waste, or you’re giving up ground to the competition.
A solar sales CRM brings your business a cutting-edge lead management tool with a host of functional features you can use in your prospecting and customer service management divisions.
- Effective and efficient lead management.
- Built-in payment processing and payment collection software.
- eSignatures.
- Solar sales CRM Software phone systems.
A solar sales CRM helps you organize your customer profiles. It’s also a great tool for prospecting. Solar providers typically have high-volume call centers, and a built-in CRMDialer in your solar sales CRM allows your team to make more calls.
The dialer works by converting all your incoming leads into clickable phone numbers. You open the lead file, click on the phone number and update the client notes in real-time as you’re on the call. This solar sales CRM click to dial solution automates the dialing process for your team.
The system automatically connects your reps to the number. If it encounters an engaged line, it skips over the number, adding it to a secondary list for retargeting later – all without any input from the sales rep.
Your company gets an intelligent way to increase productivity in your call center, getting in touch with more prospects each sales day. More prospects mean more opportunities and more conversions to your solar services.
Streamline and Automate Administration with Solar Sales CRM
Speak to any sales agent, and they’ll tell you that most of their workday covers admin tasks that don’t put money on the table. If your reps have to wade through a bunch of paperwork before and after a call, you’re slowing them down.
Solar sales CRM solutions allow your consultants to do everything online through the CRM, using any device. The goal of the system is to streamline workflows, automating as many processes as possible.
As a result of these innovations to your process, our reps have more time in their day. More time means more dials and more connections to prospects.
With the power of solar sales CRM systems, your reps have an advantage on every call. Screen pops allow for easy access to customer or prospect information in-call, without the need for paper preparations before making the call.
Using a solar sales CRM helps remove the hassle in your rep’s workday. As a result, you improve the employee experience (EX), resulting in higher employee engagement and productivity levels. In essence, using a solar sales CRM in your sales processes helps you optimize your team and make the most out of every minute they spend at work.
Elevate Customer Service with Solar Sales CRM
While solar providers focus on driving sales processes, customer service is another critically important area of the business where solar sales CRMs offer organizations an advantage. All the same tools and strategies apply to your customer service processes in the same way they apply to sales teams.
With a solar sales CRM solution and a CRM click to dial software, you get a faster connection to pending tickets, proper ticket management, and quick response times to customer queries. Built-in helpdesk features notify your service agents when new tickets arrive, distributing them efficiently amongst your team.
What are the Top Features of Solar Sales CRM Dialer?
- Reach more prospects and clients through automated power-dialing features in solar sales CRM Dialer.
- Queue a list of prospects and dial through the list automatically.
- Encourage higher call-back rates using automated voicemail strategies.
- Improve connection rates with faster dial times and automated workflows.
- Arrange every aspect of the sales process, from the initial call to closing the deal.
- Get real-time updates on customer accounts and sales processes.
- Collaborate with other team members on the same accounts and leave notes for each other on updates to the sales process.
- Set prospecting appointments from within the solar sales CRM.
- Send prospects automated text and email reminders to reduce no-shows and avoid double-bookings.
Analyzing Metrics
Track your sales team’s productivity and analyze metrics on the dialers, emails, and SMS.
Emailing Duties
Send traditional and HTML pre-filled email templates directly from the CRM.
Payment Collections
Start collecting customer payments automatically with one-time and recurring payment options.
SMS Communication Tools
Send one-time or template SMS directly from your CRM and auto-populate data in the system to your leads pages. Send reminders for appointments and payments.
Solar Sales CRM FAQ
Q: Is a solar sales CRM easy to install and use?
A: Yes, installation and setup are easy, and integration to your CRM takes just moments. Your solar sales CRM lets you schedule and tracks your sales and service calls with a few clicks.
Your system comes with a built-in helpdesk to automatically generate customer service tickets. Track and update all tickets as they move through the funnel.
Q: Can a solar sales CRM click to dial solution assist me with managing my sales team?
A: A solar sales CRM is a valuable management tool. You get access to comprehensive reporting options to monitor team performance.
Track how your leads move through the sales funnel and which agents are assisting the prospect. Monitor your sales team to find top performers and use the systems recording capability to review agent calls.