Fuzen’s CRM for solar projects turns your Google Drive or G Suite account into a sales tracking platform, fine tuned for the nuances of managing Rooftop solar project sales.
Sales reps send customer data and site survey details using online forms. Details are immediately conveyed to the Engineering Team. The design files and proposal is tracked on submission. The Project Manager can then review the proposal and send it to the customer.
Set up Fuzen Solar CRM #
Go to the “App Marketplace > Get New App” option in the menu. Here you will see all the apps in the Fuzen marketplace available for free trial. Search for ‘Solar CRM’.
Fuzen offers a 7 days free trial for this app. You can click on the ‘Start Free Trial’ button to start your trial. You can use the app for free for 7 days, without credit cards. Afterwards you will need to upgrade to a paid plan to continue using the app.
When you click to ‘Start Free Trial’, Fuzen will attempt to install the app within your Google Drive. So it will try to connect to your Google Drive account. If your Google Drive is not already connected to Fuzen, you will be asked to authorize the required connection. Your authorization will allow Fuzen to add the solar CRM related files and workflows to your Google Drive.
Please provide the required permissions and then again submit the form to create a new app.
After providing the required permissions, your Fuzen account will be connected to your Google Drive. Then you can again go to the template for ‘Solar CRM’ and click on ‘Start Free Trial’.
CRM dashboard is installed #
When you start your free trial, Fuzen will add the ‘Solar CRM’ app to your Google Drive. It will also set up the solar CRM dashboard within your Fuzen account.
You can track all your leads and their progress from this dashboard. This dashboard is connected to your Google Drive.
All the files and data from your CRM is saved in a Google Drive folder connected to your solar CRM dashboard. You will find this Google Drive folder listed as “Solar CRM – Main Folder” in the left hand menu of your CRM dashboard.
When you click that menu link it will take you to this Google Drive folder.
All the your solar sales pipeline data will be saved in a Google sheet titled ‘Sales Tracking Sheet’. You can access it from the left hand menu as well.
Click the link in the menu to open the Sales Tracking Sheet. Before you start using the CRM, you will need to activate this Google Sheet.