Salesforce for Solar Energy

customer Onboarding
Customer Onboarding

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

solar panel installation paln

Solar Panel Installation Plan

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

Manage Site inspection

Manage Site Inspection

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

customer support

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

aquire leads

1
Acquire & Assign Leads

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

Capture Energy Requirements

2
Capture Energy Requirements

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

Genrate quotation

3
Generate Quotations

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

Create Documents and contacts

4
Create Documents & Contacts

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

track elecricity cusumption

5
Track Electricity Consumption

Maintain records of electricity consumption by each customer to automate billing

recurring payment

6
Manage Recurring Payments

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

mentainance and third party

7
Maintenance & Third-Party Repair

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

post installation service

8
Post-Installation Service

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

customize Solutions
Customized Solutions

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

Cutting Edge Technology
Cutting-Edge Technology

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

long term support
Long-Term
Support

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

industry Experience
Industry
Experience

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

Fulfill Energy Contract SLAs, Manage Solar Energy Products and Well as Field Services