The solar sales industry is as competitive as they get, thanks to rapidly falling hardware prices and a rapidly growing number of new entrants into the space. In competitive environments like that, leveraging technology to gain a competitive advantage is an absolute must. It’s no surprise that so many solar sales companies have been adopting customer resource management (CRM) systems, which are arguably the most powerful sales tools available to companies today. But, with so many options on the market, choosing the right solar sales CRM can be a tough task. Luckily, one solar sales CRM stands out as the ideal choice in 2022: CRMDialer. 

 

CRMDialer Makes Your Prospecting More Efficient

Shrinking margins on solar hardware and an ever-growing pool of competition mean that your solar company can’t afford to let quality leads slip through the cracks. CRMDialer seals up leaks in your sales funnel and helps you squeeze more out of each lead by automating as much of the prospecting process as possible. 

CRMDialer allows you to collect leads into the system automatically from a variety of sources, including web forms, emails, and even the phone. You can also mass import existing leads or enter new ones manually, as well. Once a new lead’s account is established, CRMDialer will automatically track each new contact with that lead, ensuring key data is logged into the solar sales CRM without the need for your agents to manually track everything. The system can also automatically update a lead’s status as it progresses through the sales process, with status changes triggered by certain actions, like link clicks, email opens, meetings, and more. 

By automating lead acquisition and management, you can take most of the human error out of analyzing and categorizing leads, which leads to more prospects making it to the end of your funnel and becoming signing clients. 

 

CRMDialer Improves Coordination Amongst Your Sales and Installation Teams

Solar systems are a big investment. Understandably, customers laying out large amounts of money on systems they don’t necessarily understand on a technical level can get nervous if the sales and installation process doesn’t run as smoothly as possible, and that means anything your solar company can do to ensure sales and installation are in sync will help improve the overall customer experience.

CRMDialer’s built-in scheduling tools enable you to import calendars from Google and Outlook and to manage them and make them accessible all through a single point of control. You can use permissions-based editing to ensure only the calendar owners can edit their respective events, or you can allow an office manager or other trusted employee to manage calendars company-wide. Most importantly, centralized, easily accessible calendars allow sales and installation teams to maintain constant situational awareness over what each other is doing. That ensures neither side will ever be kept in the dark and, in turn, the customer can be kept informed. For instance, if an installation or maintenance appointment needs to be changed, the salesperson on the account can be alerted, allowing them to reach out to the customer one-on-one to explain and apologize. 

 

CRMDialer Makes Follow-Up Service and Maintenance a Breeze

While some customers may opt to pay for their solar installations outright, the high cost and long breakeven periods lead most customers to opt to lease their equipment, and that means your relationship with that customer could potentially last for decades. Offering up seamless maintenance and follow-up service whenever problems may arise is a key to keeping customers happy and generating all-important word-of-mouth referrals, and CRMDialer is the ideal tool to help you do both.

CRMDialer allows you to set automated follow-up reminders for your sales team and automated follow-up emails that go out on a predetermined schedule. Both ensure that you can easily maintain constant touch with your solar customers, ensuring you find out about any problems early and keeping your solar company’s name at the top of customers’ minds when the neighbors come asking about the installation. The system also offers a private-label online customer portal and helpdesk system that allows your customers to get in touch with you easily over the web, even if your business hours have ended for the day. 

 

CRMDialer offers a full suite of tools ideally suited to the needs of solar sales and installation companies. If you’d like to find out more about everything the platform can do for you, reach out to a member of the team or, better yet, start your no-commitment 14-day free trial of CRMDialer today.