Salesforce is a powerful, widely used customer relationship managament (CRM) platform, but it’s often difficult for traditional Salesforce developers to understand the solar business. SepiSolar, a national solar design and engineering firm, wants to change that with its new Salesforce consulting division.
As a 10-year old solar design and engineering company, SepiSolar’s new Salesforce division understands both Salesforce and solar, allowing for more efficient Salesforce development. Salesforce’s highly customizable CRM helps solar companies to centralize sales, marketing, accounting, inventory, legal, data management, and customer service on a single platform. With its robust app store, Salesforce is able to integrate every department’s favorite cloud software tools, enhancing collaboration and transparency. Integration also allows for improved automation with DocuSign, Box, Google Apps, MS Office, QuickBooks, and many other programs that solar companies use every day.
Josh Weiner, CEO of SepiSolar said, “The power of Salesforce is that it can work with almost any third-party application, creating a seamless, all-in-one platform that every department can use. When everyone’s favorite programs are in one system, it increases communication, frees up more time with automated tasks, while also keeping solar sales and operations teams on the same page and calendars.”
In addition to saving time with increased automation, Salesforce’s reporting dashboards also allow managers and CEOs to view and assess project milestones, sales goals, customer journeys, inventory, cash flow, monthly comparisons, and more. With data-driven reports, managers get actionable insights to make improvements in every department.
Solar customers can also benefit. With Salesforce’s customer portal capability, solar customers can log in 24/7 to track progress, i-chat with the sales or customer service team, or upload, review, or download sales and legal documents.
“Ultimately, a customized solar Salesforce CRM is about efficiency and cost savings,” says Weiner. “The more automated your solar company is with a flexible CRM like Salesforce, the more your employees can accomplish more in less time.
— Solar Builder magazine