Energy-as-a-Service? Installations?
Customize Salesforce to manage
an entire sustainable energy business reliably
Get in touch with prospects, work on lead generation to requirement analysis to get the customer onboard
Analyse customer needs and market trends in solar energy to prepare an implementation plan for each customer
Record data on site inspections for solar panel installation, update the status of the project on Salesforce
Manage your solar energy customer data centrally to resolve their complaints, returns, or replacement queries
Keep track of material and resources in stock to assign those on ongoing projects, keeping deadlines in check
Make your CRM an online order wizard with functionalities like callback requests and order forms
Manage field service employees for installation and other services, assigning resources dedicated to specific projects
Coordinate recurring service reminders and resource management to keep long-term customers satisfied
Allow sales agents to create and track sales opportunities in the renewable energy sector, using insights and trends
Optimize the customer center operations with omnichannel customer support and online self-service platforms
Use Marketing Cloud or Pardot Integration for omnichannel social media interactions with customers
Track insights to forecast service renewals and expectations, evaluate total cost to customer and guidance required
Track prospects and enhance lead generation by analyzing prospect behavior and business needs
Get insights on market trends for solar energy technology while tracking customer requirements
Use highly customizable templates to automatically generate quotations for installation and service
Produce proposals and contracts easily, allowing sales managers to extract data from a centralized system
Maintain records of electricity consumption by each customer to automate billing
Manage payment transactions of long-term customer with recurring billing to speed up subscriptions
Maintain third-party repair and maintenance indemnity by tracking the service in real-time
Manage post-installation service for customers, like maintenance, site-visits, and customer support
We customize Salesforce solutions according to your unique solar energy-based product and services
Achieve digital innovation with experts who are well-versed with latest developments in renewable energy
Upgrade Salesforce with changes in your solar energy products and services with expert support and guidance
We have an experience of working with many product and contractual service firms that have similar requirements
