Introduction to Integrating Your CRM into Solar Operations
- Is your sales team frequently forgetting to obtain critical information during site visits?
- Are duplicate & error-prone data entry delaying the handoffs to design and proposal phases?
- Do you find it challenging to connect sales processes & CRMs seamlessly to obtain project status updates & configure reports?
Are you ready to supercharge solar sales?
What It's About
Why Now
Erin McGaun
Director of Operations at 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 Data often out of date and incomplete.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
- Simplify Sales Opportunity Intake and Site Visit Scheduling
- Automate Sales Workflows and Custom Reports
- Solutions for Managing Internal Teams and Subcontractors
- Standardizing Sales & CRM Processes Across Office and Field
- Best Practices for Integrations and Dataflows Across the Entire Team
Reserve Your Spot
Don’t Want to Wait? Book a 1:1 Demo Today
Practical Solutions to Everyday Challenges
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.
Easy-to-Follow Processes for Office & Field Teams
Processes and data are no good when they sit in documents or in the CRM where they can’t be actioned.
Scoop’s solar project management platform is available across desktop and mobile, ensuring 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.
Understand Project Progress 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 Platform to Partners & Subcontractors
To maximize efficiency, growth potential, and brand protection, processes and best practices should not stop at the walls of your organization.
With Scoop’s advanced roles and access controls, plus the ability to add unlimited users, you can now extend the benefits of the platform to your network of partners.
Visualize Powerful Insights from your Operational Data
Leverage the powerful LOOXY™ Analytics platform to easily analyze and visualize your data. Create dashboards, track KPIs, and schedule automated emails to stakeholders.
