Solar companies really need CRM software to succeed in these industries because there are so many new and potential customers to keep track of. Let’s examine the characteristics of CRM Runner that make it ideal for solar panel installers.
Installing solar panels is currently one of the fastest-growing industries in the nation. Let’s check out the features of CRM Runner.
Features of CRM Runner essential for solar business
Getting their salespeople to use a new CRM is one of the challenges any company faces when doing so. CRM Runner integrates with well-liked email services like Gmail and Outlook to make adoption simple. It can automatically record emails from clients and prospects, including calendaring features.
Nobody—not managers, not business owners, and most definitely not salespeople themselves—wants salespeople to waste time. Automation is a key component of CRM Runner because of this. This includes voicemail deletion automatically, single-click automatic dialing, and other features. With the help of these tools, salespeople can engage customers and make more calls without exerting more effort.
Built-in Document Tracking
It takes a lot of work to sell and install solar panels. A sale frequently involves more than just a simple contract; it also frequently involves engineering evaluations, estimates, and other factors. Businesses that don’t maintain order in their documents are probably to close fewer deals. So that your salespeople and other staff members always know what you have, what you need, and what’s coming up, CRM Runner has built-in document tracking tools.
Installation and Service Scheduling
A CRM that can create and track installation dates and needs can help your team deliver the best customer experience possible at all times by managing the numerous steps involved in installing solar panels. The platform can also make and track requests for maintenance, customer support, and other things. As a result, the customer can instantly see a full view of previous conversations, dates, reported issues, and more, regardless of who in your company is speaking with them.
These days, data is the lifeblood of any company, so making it simple to access reports from your CRM is essential for streamlining the sales process. Managers can easily identify which salespeople are performing well and which ones aren’t thanks to CRM Runner’s reporting features. Calls can be recorded for coaching, training, and quality control. They can also easily see the entire inbound sales funnel, which helps them forecast their business’s future with greater accuracy.
We can assist if your solar panel business is having trouble keeping up with prospects and customers. To see how CRM Runner can increase team productivity and efficiency, schedule a demo.If you have any further questions, please contact us at 877.590.0040!