Salesforce for Solar Energy

Salesforce to Manage your Solar Energy Products & Services

Customer Onboarding

Get in touch with prospects, work on lead generation to requirement analysis to get the customer onboard

Solar Panel Installation Plan

Analyse customer needs and market trends in solar energy to prepare an implementation plan for each customer

Manage Site Inspection

Record data on site inspections for solar panel installation, update the status of the project on Salesforce

Customer Support

Manage your solar energy customer data centrally to resolve their complaints, returns, or replacement queries

Empower Digital Transformation to Reduce Overhead While Expanding your Renewable Energy Services

Salesforce Implementation Toolkit for Solar Energy Companies

Resource Procurement

Keep track of material and resources in stock to assign those on ongoing projects, keeping deadlines in check

Online Order Gateway

Make your CRM an online order wizard with functionalities like callback requests and order forms

Field Service Management

Manage field service employees for installation and other services, assigning resources dedicated to specific projects

Recurring Service Management

Coordinate recurring service reminders and resource management to keep long-term customers satisfied

Opportunity Management

Allow sales agents to create and track sales opportunities in the renewable energy sector, using insights and trends

After Sales Service

Optimize the customer center operations with omnichannel customer support and online self-service platforms

Marketing Automation

Use Marketing Cloud or Pardot Integration for omnichannel social media interactions with customers

Optimize Service Renewals

Track insights to forecast service renewals and expectations, evaluate total cost to customer and guidance required

Complete Process from Order Placement to Solar Panel Installation

1
Acquire & Assign Leads

Track prospects and enhance lead generation by analyzing prospect behavior and business needs

2
Capture Energy Requirements

Get insights on market trends for solar energy technology while tracking customer requirements

3
Generate Quotations

Use highly customizable templates to automatically generate quotations for installation and service

4
Create Documents & Contacts

Produce proposals and contracts easily, allowing sales managers to extract data from a centralized system

5
Track Electricity Consumption

Maintain records of electricity consumption by each customer to automate billing

6
Manage Recurring Payments

Manage payment transactions of long-term customer with recurring billing to speed up subscriptions

7
Maintenance & Third-Party Repair

Maintain third-party repair and maintenance indemnity by tracking the service in real-time

8
Post-Installation Service

Manage post-installation service for customers, like maintenance, site-visits, and customer support

Why Choose Us to Implement Salesforce?

Customized Solutions

We customize Salesforce solutions according to your unique solar energy-based product and services

Cutting-Edge Technology

Achieve digital innovation with experts who are well-versed with latest developments in renewable energy

Long-Term
Support

Upgrade Salesforce with changes in your solar energy products and services with expert support and guidance

Industry
Experience

We have an experience of working with many product and contractual service firms that have similar requirements