With too many players competing for business, the solar industry is becoming increasingly competitive. It’s getting difficult to get organic business leads, of course. That is why we need to give our energy in the right place to get maximum results. Achieving a competitive edge requires better time management and the management of several cost factors involved in product marketing.

At present, there are thousands of solar companies fighting among themselves for a share of this burgeoning market. From such competitive challenges, we can easily conclude that customer relationship management software can be given a boost. The CRM is where your manpower and management spend most of the time and this is precisely why managing time requires using the most updated and advanced CRM software solutions customized for solar businesses. A solar contractor must find a solar CRM software solution that addresses its peculiar needs.

The revolution in technology is changing the way solar companies do business. The introduction of Solar contractors CRM Software to the renewable energy industry has presented a significant opportunity to handle the growing market demands and boost production levels further. Due to the exponential increase in demand for green energy over the past decade, old paper-driven business management approaches have become inefficient and require too much time and effort to be successful. Solar companies focused on adapting with the changing times have introduced customer relationship management software to free up time and effort to be used for important tasks that drive sales and complete order fulfillment.

How Solar CRM Software Helps You?

The benefits of using solar software differ from application to application, based on features and functions each program is designed to accomplish. As a renewable energy contractor, you should consider adopting available technology into your business. Falling behind in utilizing software for solar companies means giving up potential growth opportunities, efficiency, and wasting resources (time/workforce) when you can get more work done in a short time with little effort. As a solar contractor, having the proper tools to execute the tasks related to your role makes the job a lot easier. In turn, Solar contractors CRM Software improves your business efficiency and increases profit margins and growth potential.

1. Reporting

You can create reports based on estimates, products, invoices, payments, tasks, documents, users and profit-loss. Also choose a custom report format as per your needs like information relating to the product, cost, quantity, SKU, sales, and store location.

2. Invoicing

Generate invoices based on any of your proposals instantly, and automatically set payment schedules. The CRM Software is integrated with different payment gateways and executes your scheduled payments daily.

3. Team Management

Create teams and assign roles. Defines rules and permissions on access for members of your team. Track your sales staff with the help of Solar CRM software and keep track of their activities and performance.

4. Calendar/Scheduler

Set customer appointments, set events and reminders, and manage the schedules for your team members.

5. Task Management

Define the tasks and assign them to your team. Track the status of the tasks using the task filters as well as task reports. You can even add or delete tasks for your team members.

Hence, CRM Software for Solar contractors is the best tool for better sales & project management.