By streamlining solar operations and connecting solar project management to field operations, businesses can regain the efficiency they have lost by trying to make their CRM do it all. The typical solar installation process, for instance, always begins a team member assessing the project site either in person, in the field, or via remote consult, and requires the manual entry of customer data, document gathering and photo collection. After that initial contact a PM, or the sales rep themselves, communicates the customer needs to the team to the field team, who in turn must pass the communication on to various team members such as designers, engineers and installation teams. It does not take a well-seasoned operations expert to know that this is a cumbersome and time consuming process if there is not a singular system to streamline and automate the workflow and dataflows through each phase. It is no wonder there is so much loss of efficiency, and sometimes even missing data, with such a disjointed communications process.
In a typical scenario, the inefficient process continues yet again with the CRM software, where customer data and specifications are manually entered into the system. In many cases, this information will immediately need to be manually transferred to a Design and/or Proposal tool so that the Sales Rep can move the process forward – this is a task Scoop automates entirely through it’s Sales Visit App and GLOO Integration Platform.
Each time the customer needs an update, the sales rep or PM must make inquiries on their behalf. From existing customers inquiring for solar panel maintenance service to financial stakeholders wanting to know the progress a new commercial solar construction project. These updates are cumbersome with the traditional CRM and disconnected set of tools in the solar operations ecosystem, but there is a better way.
A single source of data, document, and project progress truth – Solar Operations & Project Management
In a standard CRM environment, time spent tracking down documents, sending emails, creating checklists and getting status updates from the field team is all wasted time. That is why Scoop Solar’s proprietary Solar Operations & Automation Management platform is such a game changer.
Driving efficiency in the solar industry is all about identifying and systematically solving areas of redundant data entry, manual processes, disjointed communication and time consuming tasks. . From the duplicate updating of documents and systems to time spent tracking down updates from field reps and obtaining project status reports, these pain points reduce efficiency, drive up costs and create enormous problems long term.
Through the use of Scoop Solar Operations & Automation Management platform, businesses can overcome all these challenges, driving up efficiency, driving down costs and improving their operations overall. With Scoop’s GLOO Integration Platform a real-time bi-directional link can be established between your CRM focused on sales and lead nurturing activities and Scoop where the entire EPC, Installation & Service Operation can be managed.