Transcript Dynamic & All-Inclusive Solar CRM

A CRM (Customer Relationship Management) is one of the most valuable software
systems that anysolar business can implement. It will have a more significant effect on
lead conversion and long term results than any one employee.
A mistake that a lot of companies make is they try to implement a CRM system that is
too complicated for employees to use or not industry-specific. OnSite CRM gives you
access to industry specific features to streamline solar process from sales to
installation.
INTUITIVE
OnSite CRM is intuitive and user friendly. Your lead conversion workflow is organized
into step by step tabs to make the sales process easy. OnSite CRM also is easy for
admins and managers to use. Our team of experts imports your data that is already
being used and future data can be easily imported and exported from the software.
Save thousands of dollars and save time by automating the quoting, tracking,
scheduling, documenting, and submission of STC claims forms.
Have greater control over your leads with prioritized lead view. Never miss out on a
lead opportunity or let leads fall through the cracks. OnSite CRM can create quick,
professional quotes that can be sent to the customer in a click of a button. Provide
solar benefit analyses for the customer and track pricing for sales orders.
AUTOMATED
Get automated compliance with OnSite CRM. Sync with current financing and
rebates to make incentives known to customers and send the forms to e-sign with
SignByX prior to installation. OnSite CRM compiles job packs for installers to
minimize installation issues and make the process seamless.
Onsite CRM is a secure cloud based platform utilizing private servers for all our
clients. Our servers are SSNCC encrypted for data security and confidentiality. Being
that it is cloud-based, OnSite CRM can go anywhere that you go. OnSite CRM is
mobile friendly and responsive to your screen size and device.
RESPONSIVE
Get real time reports from your data. Track individual user performance, top sales
campaigns, high performing groups, speed to contact, and conversion rates to ensure
your business is growing with a high level of profitability.
A CRM will help you to grow your small business. By using CRM for your small business,
you are able to manage your sales process, save you and your team time, and serve more
customers at the same time with the same level of service. This means you have customers
that are more loyal for your business and help your small business grow. These are some of
the reasons why CRM is important for your small business.
Article Resource:-http://www.onsitecrm.com/blog/dynamic-solar-crm