Part 1 of 5: Streamlining Sales Handoffs & Site Surveys
- Automate handoff & scheduling of new jobs from sales to operations
- Eliminate issues with missing information, documents & pictures
- Enable sales reps to see progress of their sold jobs & much more
Is Your Operational System Ready?
The next wave in renewable opportunities is here! Does your business have the right operational systems to take advantage of it?
Why it matters
You want to grow and build a highly valuable business but without having to go on a hiring spree in a competitive labor market, losing control and exposing your business to undue risks. We are here to help you unlock the path to efficient and scalable growth.
In this webinar
In this 1st part of the Conveyor Belt of Renewable Operations (CBRO) series we focus on the top issues, bottlenecks and time wasters teams encounter in the handoff process from sales to operations. We introduce a unique category of technology called mPMA to address these challenges.
After we have integrated Scoop, everything is way more efficient. We’ve taken a lot of our users off of our CRM.
Erin McGaunn
Director of Operations, Lumina Solar
Top of Mind Challenges for Solar Operation Leaders
Inefficient Work Handoffs
Multiple tools in the field & office. Repeat data entry. Manual work & data handoffs across teams.
Scheduling Challenges
Lack of a centralized calendar with all jobs and crews assigned. Difficulty managing access to multiple calendars.
Lack of Compliance
Best practices not being followed. Each person doing things differently and risking re-work, repeat site visits and more.
Duplicate Data Entry
Team required to re-enter routine customer or project information across multiple IT tools for each project or work order.
Spreadsheet Hellscape
Required to stitch together data from multiple spreadsheets, reports and updates. Data often out of date and incomplete.
Inefficient Partner Operations
Partners & subs (sales, install, design, permit, finance, service) not following standards creating risk to your brand.
What We’ll Cover in this Webinar
- Solve: Project Managers Handed a Job with Missing or Incomplete Information From Sales
- Solve: Overlooked Jobs & Delayed Handoff From Sales to Operations
- Solve: Sales Reps Inability to See Projects Progress & Report to Clients
- Solve: Site Surveyors Inability to Plan Ahead for Scheduled Visits
- Solve: Site Surveyors Leaving Site without Complete Data
Access the Recording
Please complete the form below and we’ll email you a link to the recording.
Don’t Want to Wait? Book a 1:1 Demo Today
"Scoop has helped us tremendously with organizing our work, not to mention being a major asset for my team in the field."
"As the EV industry evolves, Scoop is our go-to solution to systematically define scope of work, schedule campaigns, assign resources, and track project completion."
"For us, Scoop is an innovation platform. It allows us to easily create custom apps to streamline many parts of our operations."
“Not only has Scoop saved us on some of our CRM costs for having to pay per user, but it's also saved us from having to hire additional people.”
“We love the instant visibility from folks on-site in the field to in-house engineers during the site survey process. This has already helped us with reducing return visits.”
Learn about practical solutions you can bring to your team today
Eliminate Manual Steps with a Fully Integrated Ecosystem
Your investment in essential tools such as your CRM or Accounting and Design software can go a lot further when this ecosystem is fully orchestrated and connected.
With its advanced but easy-to-setup automations, Scoop mPMA ensures smooth data flow and workflow across all your systems.
Get Everybody Following Process Across Field & Office
Processes & data are no good when they sit in documents or in the CRM where they can’t be actioned.
With Scoop’s easy mobile and desktop apps ALL members of your team can access a highly tailored view of the data for their type of work from sales to design, to permitting, installation, closeout and service, from anywhere.
Know Progress of Projects Without Having to Ask
Do you find yourself having to constantly ask team members where projects are at? Having to determine project progress by asking around is a function of disconnected legacy Project Management tools.
Scoop Project Tracker Live ties directly to actual work being executed by various roles in the team from sales, to site survey to installation and closeout. The result is project dashboards that are always up-to-date.
Extend the Benefit of Processes to Your Partners & Subs
To maximize efficiency, growth potential, and brand protection, processes & best practices should not stop at the walls of your organization.
With Scoop’s advanced yet easy-to-configure roles and access control & the ability to add unlimited users, you can now extend the benefits of mPMA right through your network of partners.
Visualize Powerful Insights from your operational data
Leverage the powerful LOOXY™ plaform by Scoop Robotix to easily analyze and visualize your data. Create dashboards, KPIs and scheduled automated emailing to business leders.
