Efficiency in Every Panel: Solar Services CRM Optimization
- 2. What is Solar Service Management CRM? 2 www.crm-doctor.com | 2023 Solar Field Service Software presents a cutting-edge solution designed to streamline the management of field services for solar companies. The Service CRM facilitates the seamless oversight of Annual Maintenance Contracts (AMC), installations, maintenance, and repairs through a user-friendly platform. Our software empowers you to monitor all installations, warranties, and maintenance schedules effortlessly. Additionally, the Field Service Management Software for Energy enables comprehensive management of customer interactions, spanning from initial contact to the completion of installations. By leveraging Solar Field Service Software, you can enhance the efficiency, profitability, and sustainability of your solar business.
- 3. 3 Solar Service Management CRM Workflow www.crm-doctor.com | 2023
- 4. 4 Features of Solar CRM www.crm-doctor.com | 2023 Mobile App + CRM Integration End-to-End Encrypted Application Interactive Dashboards Admin Panel Sales Management Invoice Management Quotation Management Customer Management Leads Management Inventory Management Project Management Installer Management Installer Project Management Payment Management Customized Analytics & Reports Automated Alerts & Notifications Status Tracking & Monitoring Calendar Management Secured Admin Access Workflow Management
- 5. Automate your Entire Service business with Field Service Management Software 5 www.crm-doctor.com | 2023 Field service software offers a remarkable advantage by providing efficient management for various business aspects, including Inverter, Battery, and UPS systems. By actively monitoring the energy levels and performance of these crucial components, you can proactively prevent downtime, ensuring continuous peak efficiency in your solar systems. Furthermore, the utilization of solar field service software aids in optimizing energy consumption, leading to a reduction in overall energy costs. This not only results in cost savings but also contributes to an improved bottom line for your business. Client calls Job created Scheduling Complete job Invoice Payment Reconciliation
- 6. Benefits of a custom-designed CRM system for solar companies 6 www.crm-doctor.com | 2023 01 04 03 02 Streamlined sales processes and increased efficiency Reduced manual tasks and errors Increased revenue growth and profitability Improved customer engagement and satisfaction
- 7. Jumpstart Your Company’s Growth & Productivity 7 www.crm-doctor.com | 2023 Elevating the company's sales performance can significantly enhance overall productivity and effectiveness. As the demand for solar energy rises, heading towards the next generation, CRM-Doctor's Solar CRM emerges as a cost- effective solution empowering businesses. This solution enables improved control over installations, deal prospects, and ensures transparency in payments. With its cloud-based online system for sales and implementation, businesses can concentrate on growth and profitability. Connect with our CRM-Doctor customer support team for a complimentary consultation and explore the benefits for your business.
- 8. Case Study: Project 1 8 www.crm-doctor.com | 2023 Solar CRM Solution with Sales, Projects & Invoice Management
- 9. SOLAR MAXX AUSTRALIA Solar Maxx, powered by MP Solar Pty Ltd, has been established by fully qualified electricians and CEC accredited installers with over 20 years of experience. Solar Maxx has been advocated for providing expert services on all Solar needs from its inception in 2017. We highly prioritise customer satisfaction over our business profit to provide you with your life-long services. Indeed, it is this dedication that has helped us grow our reputation in the solar market. Solar Maxx Solutions are accredited installers who have more than 1,000 solar projects completed and up to 800 KW single site, that guarantee and demonstrate strong performance in the field of Solar Installation and Servicing & Repairs. With our highly talented and dedicated staff, you will be assured to have your job completed efficiently, in time, price and manner THE COMPANY MAY’ 2023
- 10. The Need Development of End-to-End complete sales CRM for Solar Maxx Solar Maxx required a customized CRM system that have the ability to create and manage customized quotation templates. Changes made in quotations should automatically update the corresponding invoices and projects. Additionally, there should be a need for automation, where invoices and projects are generated upon approval of quotations. Also, an Installer Module needs to be implemented to track project details and maintain a record of installers involved. 10
- 11. The Solution Our solution addressed the customization needs of the CRM system by implementing various features. We enabled the creation and management of customized quotation templates, ensuring that any changes made in the quotations are automatically reflected in the corresponding invoices and projects. To streamline the workflow, we automated the invoice and project generation process upon the approval of quotations, reducing manual efforts and improving efficiency. Additionally, we introduced an Installer Module that allows for the tracking of project details and provides a comprehensive record of the installers involved. With these enhancements, the CRM system now offers a tailored and efficient experience, enabling better control over quotations, invoices, projects, and installer management. 11
- 12. The Modules: Phase 1 CRM Integration End-to-End Encrypted Application Interactive Dashboards Admin Panel for Solar Maxx Sales Management Installer Invoice Management Project Management Leads & Opportunities Management + Quotation Inventory Management Customer Management Workflow Management Download Centre Service Contract Management Customized Analytics & Reports Automated Alerts & Notifications Status Tracking & Monitoring Calendar Management FAQs Secured Admin Access 12
- 13. The Modules: Phase 2 Project Number Unification Leads Tab Visibility Roof Type, Phase & DNSP Selection Inventory Control Module for Inward Unified Quote, Invoice, and Project Numbers Maintenance Module Installer Stock Module Installer Invoice Status Tracking Workmanship Warranty in Quote Mobile Number Display in Quotation Label Change for Off-peak Meter Installer Projects Heading Update Quote to Project Transition Tab Names Standardization Dashboard for Stock and Job Status Finance Tab in Quote Module Green Boat API Integration for Job Creation Product Expiry Management STC Generation & Deduction Calculation in Quote Automated Size Calculation for Quote and Project 13
- 14. Client Feedback “The CRM solution provided by CRM-Doctor has been a game-changer for our business. The ability to customize quotation templates and automate the invoice and project process has greatly streamlined our workflow. The Installer Module has also allowed us to efficiently track project details. Overall, we are extremely satisfied with the solution's impact on our operations.” Manoj Patel Managing Director Solar Maxx 14
- 15. Case Study: Project 2 15 www.crm-doctor.com | 2023 Solar CRM Solution with Mobile Application
- 16. AICA ENERGY KERALA AICA Energy Kerala is an innovative renewable energy project in Kerala, India. It focuses on harnessing solar power to provide clean and sustainable energy solutions to the region. With its advanced technology and commitment to environmental preservation, AICA Energy Kerala plays a crucial role in promoting a greener and more energy-efficient future. THE COMPANY MAY’ 2023
- 17. The Need Development of CRM Solution with Mobile Application for AICA Energy AICA Energy, a well-established solar energy provider in Australia, seeks to expand its operations into the lucrative Indian market, particularly in South India. To facilitate their entry, they are in need of a comprehensive software/mobile app solution. The desired application should enable efficient management and coordination of their employees and associates, with administrative control vested in the hands of designated administrators. This software/mobile app will empower AICA Energy to streamline their operations, enhance productivity, and effectively establish a strong presence in the Indian solar energy sector. 17
- 18. The Solution The proposed solution is a comprehensive tool designed to empower employees and associates of AICA Energy. It enables them to create leads and convert them into opportunities, facilitating seamless quotation generation through a solar calculator based on the customer's wattage requirement. With a diverse product portfolio, the solar calculator becomes a persuasive tool for customers, showcasing potential electricity bill savings and encouraging them to switch to solar energy. Additionally, the tool is being enhanced to incorporate location tracking and calling app features for the associates, enabling efficient coordination and communication while on the field. This comprehensive software/mobile app solution not only streamlines lead management and quotation processes but also enhances customer engagement and improves overall operational efficiency for AICA Energy in the Indian market. 18
- 19. The Modules Mobile App + CRM Integration End-to-End Encrypted Application Interactive Dashboards Admin Panel for AICA Energy Sales Management Shipment Management Leads & Opportunities Management + Quotation Job Sheet Management Material Tracking Inventory Management Customer Management Workflow Management Download Centre Service Contract Management Customized Analytics & Reports Automated Alerts & Notifications Status Tracking & Monitoring Calendar Management FAQs Secured Admin Access
- 20. Client Feedback “The CRM and mobile app solution provided by CRM-Doctor has revolutionized our operations. With lead creation, opportunity conversion, and solar calculator features, we can effectively engage customers and showcase the benefits of solar energy. The added location tracking and calling app features have streamlined our field operations. Highly satisfied!” Shiju Mathews Managing Director AICA Energy 20