Our services
What we offer
Business Integration
Solar Proposal Software
Virtual Back Office
Client Presentation
Solar CRM
Sales Training
Why choose us
Business Integration
Your Brand
Integrating your company with a fully operational solar sales system can provide a range of benefits, including increased efficiency, improved customer engagement, and a streamlined sales process. With a solar sales system, you can manage leads, track opportunities, and streamline the proposal process, all from a centralized platform. By integrating your company with a solar sales system, you can improve your sales team’s productivity, reduce manual tasks, and ultimately close more deals. Additionally, a solar sales system can provide valuable data insights, allowing you to identify trends, track KPIs, and optimize your sales process over time. By leveraging the power of a fully operational solar sales system, you can establish your company as a leader in the industry and drive sustainable growth for years to come.
Your Talent
Utilizing your sales team to sell solar can be an effective strategy for growing your solar business. Your sales team can play a crucial role in identifying potential customers, building relationships, and driving sales. To achieve success, it is important to provide your sales team with the training, tools, and resources they need to effectively sell solar solutions. This includes educating them on the benefits of solar energy, the various types of solar systems available, and how to calculate the return on investment for customers. Additionally, it is important to establish a clear sales process and provide your team with the necessary marketing collateral, including brochures, flyers, and case studies. Regular training sessions and sales coaching can also help keep your team up-to-date on industry trends, best practices, and new product releases. By utilizing your sales team, you can build a strong pipeline of solar projects and drive revenue growth for your business.
White Labeled systems
White labeling your brand involves branding solar with your own company’s name or logo, rather than the manufacturer or service provider’s name, allowing you to offer a customized solution under your own brand identity. This approach can help establish your company as a trusted and reliable provider in the market, without the need for costly research, development, or production. White labeling also allows you to offer a broader range of products or services, without having to maintain inventory or invest in additional equipment or facilities. This can help your business expand its offerings and appeal to a wider range of customers, while still maintaining brand consistency and customer loyalty.
Solar Proposal Software
Our solar system proposal software can assist solar professionals in generating customized solar energy proposals for clients, by automating the process of calculating energy savings, estimating costs, and visualizing system designs, ultimately streamlining the sales process and increasing efficiency.
- Customized Proposals: Generate customized proposals that include system designs, estimated energy production, and costs based on the unique needs and characteristics of each client’s property.
- Energy Savings Analysis: Quickly and accurately calculate the energy savings that can be achieved through the installation of solar energy systems, allowing customers to make informed decisions about their investment.
- Financial Analysis: Generate detailed financial models, including ROI and payback period, to help customers evaluate the economic benefits of going solar.
- Design and Visualization: Create 3D visualizations of the proposed solar energy system, providing customers with a clear and realistic understanding of how the system will look and function.
- Streamlined Sales Process: Automate the proposal creation process, reducing the time and effort required to generate and present proposals, ultimately increasing sales and revenue.
Virtual Back Office
Our virtual back office for solar can provide administrative support to solar companies, by handling tasks such as accounting, payroll, project management, and customer service remotely, freeing up time and resources for solar professionals to focus on sales, and other core business functions.
The Support We Offer:
- Site Assessment: The solar professional evaluates the client’s property to determine the feasibility of a solar energy system, assesses the roof or ground space available for installation, and evaluates any shading or structural limitations.
- Proposal Creation: The solar professional generates a customized proposal that includes system design, estimated energy production and costs, and financial analysis.
- Engineering: The engineering process for solar involves evaluating the feasibility of a solar energy system, designing and analyzing the system for structural soundness and electrical performance, obtaining necessary permits, providing installation support, commissioning the system, and monitoring and maintaining it for optimal performance.
- Permitting: The permitting process for solar involves obtaining the necessary approvals and permits from local authorities, which may include building permits, electrical permits, and interconnection agreements, to ensure that the solar energy system complies with all applicable codes and regulations.
- Installation: Once the proposal is accepted, the solar energy system is designed and installed, which typically involves obtaining permits, installing equipment such as solar panels and inverters, and connecting the system to the electrical grid.
- Monitoring and Maintenance: The solar energy system is monitored regularly to ensure optimal performance, and any maintenance or repairs needed are promptly addressed to ensure long-term system efficiency.
- Financing: Depending on the financing options chosen, the solar professional may assist the client in obtaining financing for the project, which may involve tax credits, rebates, or financing from third-party providers.
Client Presentation
A solar client presentation is a visual and informative presentation made to potential solar energy customers, which typically includes information on the benefits of solar energy, an analysis of their energy usage and potential savings, system design and installation options, financial models, and a breakdown of the proposed solar energy system’s components and specifications, with the aim of persuading clients to invest in solar energy.
Return On Investment
System Specifications
Financing Options
Current Energy Analysis
Solar CRM
Lead Management
Our solar CRM helps to manage leads by capturing, tracking and organizing all customer data from various sources, including email, web forms, and social media.
Sales Pipeline Management
The CRM provides a centralized platform to track the sales pipeline, enabling sales teams to manage leads, prospects and customers, and move them through the sales process efficiently.
Proposal Management
Our solar CRM streamlines the process of creating and managing proposals, providing templates, and automating the proposal generation process.
Project Management
The CRM provides project management tools to manage solar installation projects, which may include scheduling, task management, and collaboration tools for team members.
Marketing Automation
The CRM provides marketing automation tools, which allows for email marketing campaigns, social media integration, and tracking of campaign results.
Analytics and Reporting
The CRM provides analytics and reporting features to track key performance indicators (KPIs), such as leads generated, conversion rates, and revenue, helping solar companies to make data-driven decisions and optimize their business processes.
Training and Development: to ensure that sales teams stay up-to-date with the latest trends and best practices in the industry. This includes regular coaching sessions, webinars, and other forms of training to keep sales teams informed and motivated.
Understanding the Basics of Solar Energy
The first step in sales training for solar is educating the sales team about the basics of solar energy, including how solar panels work, the types of solar panels available, and the environmental and financial benefits of solar energy.
Identifying the Ideal Customer
The second step is identifying the ideal customer for solar energy solutions. This includes understanding their energy needs, budget, and other factors that may influence their decision to invest in solar energy.
Building Relationships with Customers
The third step is building strong relationships with potential customers. This includes developing effective communication skills, building rapport, and creating a customer-centric sales approach.
Understanding the Sales Process
The fourth step is understanding the sales process, including lead generation, qualification, proposal creation, and closing the deal. This includes understanding the various tools and techniques available to effectively manage the sales process and close more deals.
Our advantages
How we differentiate from the competition
Expertise and Experience: A company can differentiate itself by highlighting its expertise and experience in the solar field. This includes the experience of its team members, certifications, and awards.
Customer Service: Providing exceptional customer service can differentiate a company from its competitors. This includes responding to customer inquiries promptly, providing personalized support, and going above and beyond to ensure customer satisfaction.
Innovative Technology: Offering innovative technology and solutions can set a company apart from its competitors. This includes incorporating advanced features, such as energy monitoring and storage systems, into its solar solutions.
Comprehensive Solutions: Providing comprehensive solutions that address all aspects of the solar process can differentiate a company from its competitors. This includes offering financing options, handling the permitting process, and providing maintenance and support services.
Competitive Pricing: Offering competitive pricing can set a company apart from its competitors. This includes providing transparent pricing structures, offering flexible payment options, and providing value-added services to customers.
Strong Reputation: Building a strong reputation in the solar industry can differentiate a company from its competitors. This includes leveraging positive customer reviews, establishing partnerships with industry leaders, and investing in marketing and branding initiatives.