1. Setting up your solar CRM app
2. Creating and delegating leads
3. Capture and track site survey data
4. Manage engineering design files
5. Create and manage proposals
6. Manage email communications
7. Track and manage leads, status updates and todo lists
9. Manage Users
In the solar CRM app, new leads are created and delegated from either the dashboard or from the ‘Sales Tracking’ sheet. In the same sheet, site surveys are also scheduled for those leads.
Correspondingly, sales team receives email reminders about the site surveys which are scheduled and delegated to them.
This email contains the important contact details of the new lead and a link to the ‘Site Survey Form’. So you can carry out the site survey and then capture the important information in this form.
Alternatively, you can also go to the lead details page for any lead. There you will find an option to “Update Data >> Update Customer & Site Details”. Click on it to open the site survey form for the selected customer.
When you open this form for site survey and customer requirements, the contact details for the selected lead will already be pre-filled in the form. You only need to answer rest of the questions, upload files and finally submit the form.
The site survey form can be easily configure to add, edit, delete form fields as per your requirements. We request that you contact our support desk with the details of any changes you want to make to the site survey form. We will be happy to help you.
When you have entered all the required details, click on the ‘Submit’ button to send the captured information to your team. When the site survey form is submitted, the data is automatically captured in a central database in the solar CRM app. You can refresh the lead details page to see all the details correctly captured there.
At the same time, an email will be automatically sent to the engineering team with all the site survey details.
They can use this data to prepare the preliminary engineering design if required. Otherwise they can simply prepare a quotation or a proposal based on the site survey details.