Improve Processes for Solar Sales

Using Analytics to Improve Processes for Solar Sales Teams

The solar power trade is growing at a compound annual growth rate (CAGR) of 20.9% from 2020 to 2027. This growth means now, over ever, solar sales groups got to have robust processes in situ that are optimized for growth and efficiency. Everything from getting leads, grouping client and system info, pursuing deal progress, and feeding this information downstream to different teams should be seamless to stay busy solar sales teams on track.

Throughout the solar sales cycle, different tools are also used – a CRM to manage leads and contacts, emailing and texting to speak with those leads additionally as clients, a solar style and digital proposal tool for contracts, an accounting package to manage invoices and payments, and also the list goes on. With customer information distributed over such a large amount of platforms, it is difficult for organizations to get unjust insights.

Several invasive solar installers and repair suppliers are experiencing the setbacks of disconnected solar tools that don’t seem to contribute to assembling an ascendable solar sales solution.

Whereas there’s no “one size fits all” tool, a best-in-class Cloud platform such as SaaSSolar scales along with your company and helps connect and coordinate solar sales and operations across the opposite essential devices you utilize on the way. As a result, it acts as a central hub; such a cloud tool conjointly helps you centralize a wealth of operational information in one place – data that’s crucial in understanding specific gaps or areas of chance in your processes across your solar sales team.

That’s wherever SaaSSolar comes in.

SaaSSolar may be new and advanced business intelligence (BI) and analytics platform designed atop the cloud platform that presents your solar sales and project data in a very method that helps create many business decisions. Its distinctive evaluation model includes unlimited users and dashboards, permitting every user to drill down on the information that is most relevant to them. These dashboards help inform and fascinate today’s typically remote and multi-organizational team members and cultivate healthy teamwork, performance, and achievement environments.

The Challenge

to note patterns or inconsistencies across your organization, your data should be integrated and up-to-date. Unfortunately, it’s not uncommon for data to be hosted across individual platforms; therefore, when it comes time to assemble reporting, it will be a fastidiously manual method involving several accounts and static spreadsheets. Notwithstanding you’re ready to consolidate your data, it should be in numerous formats that don’t paint an even bigger picture. When these reports are shared or presented, the info is already non-current, and the process starts again.

If your solar sales team is looking forward to dashboards and reports that are non-current or incorrect, this may affect your entire business. For example, if you think your sales team is functioning on an exact range of high-value deals at the tip of your solar sales funnel, you could approve extra pay for the next quarter. However, if it seems that many of those deals are lost, pushed to the next quarter, or duplicates of 1 another, this can have grave consequences.

This challenge of getting multiple data sorts and sources and knowledge being unreliable, outdated, or altogether missing means your solar sales team can have a troublesome time responsive to vital queries such as:

what’s my sales team or external sales partners presently operating on?
What percentage are deals currently being worked on by my sales reps?
What stage are the assorted deals at?
What’s the worth of those deals?
How long have they been at the various locations on the funnel?
Are there a better thanks to consolidate data and calculate monthly commission reports for sales reps?
However, can I offer additional reportage to my sales brokers on what percentage of deals they’ve born again over a given period?

The Solution: Solar Sales Analytics

An Integrated Platform

In SaaSSolar, you’ll build connected, automated, period management dashboards to answer queries across your team. This ensures you capture all relevant knowledge and permits your sales team to pay longer creating sales and less time maintaining their sales data.

Default & Custom Reports

SaaSSolar provides you with the benefit of actuation in pre-built reports centered on extremely relevant business metrics, moreover because of the flexibility to make custom reports by investing data that are distinctive to you and your business. These custom reports enable you to perceive high-level trends across your team while simultaneously observing granular KPIs.

Drag and Drop Interface

The effortless style makes it straightforward to tug and drop numerous operational knowledge and numeric, dates, and multiple selection values. Its intuitive layout lets you quickly set up dashboards with elaborated analytic reports and begin monitoring your solar sales metrics and KPIs.

Versatile Knowledge Filtering

fancy flexible filtering choices to target the only relevant data at any given time and choose however best to show your knowledge. Whether you’re watching your sales team’s performance, current materials sales pipeline, or a monthly commission report for your sales reps, choose from bar graphs, pie charts, tables, heat or geo maps, and more. SaaSSolar provides you with complete management over how your data is visualized.

Export & Share Reports

Once your reports and dashboards are created, you’ll share them with your team or stakeholders. Export reports as PDF documents or set up machine-driven emails to extend visibility and accountability across your organization.

There’s a spread of necessary knowledge for sales groups to review and while not the right tools are in place, this data will quickly become scattered, outdated, and fail to colour a transparent picture. The SaaSSolar news & Analytics Platform empowers Renewable Leaders and Executives to remain connected to your operations through periodic reports and dashboards. For additional info, however, SaaSSolar can offer insight to you and, therefore, the specific challenges of your solar sales team, connect with the U.S. today.