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Robin Dechant

Robin is one of the founders at Kwest. On this blog, he shares insights gained from discussions with selected renewable energy experts and from working with our customers towards operational excellence.
Market insights

What is solar CRM software?

What is solar software?

Solar software refers to a set of digital tools and applications that are designed to facilitate the planning, installation, monitoring, and maintenance of solar energy systems. These tools include design software, simulation tools, project management platforms, monitoring and analysis software, and CRM solutions. Solar software is used by project developers, installers, engineers to streamline solar-related processes and improve efficiency.

What is solar CRM software?

Solar CRM software is a customer relationship management (CRM) software that is designed for solar businesses to manage and streamline their customer interactions and sales activities. It helps solar companies track their leads, manage customer data, automate sales processes, and improve customer engagement.

CRM software is not designed to perform beyond the sales process though. Solar companies that are using CRM software to manage their solar projects are dealing with cumbersome collaboration and a lack of automation and customization for their project management.

Features of solar CRM software

  • Lead management: CRM software helps solar businesses to manage leads by tracking them from initial contact to conversion. This allows them to prioritize and manage leads efficiently
  • Customer database: It provides a system of record for all customer data. This includes contact details, purchase history, preferences, and communication history
  • Collaboration: Modern CRM platforms allow team members to collaborate, share information, and work together to deliver quality customer service
  • Workflow automation: It can automate repetitive tasks such as follow-up emails, sending quotes, scheduling, and appointment reminders
  • Reporting and analytics: It offers insights into sales performance and customer behavior to help solar businesses make data-driven decisions

Choosing the right solar CRM for your company

With the right CRM software in place, you can boost your company’s revenue, improve efficiency, and ensure strong customer relationships. However, it’s important to select a solar CRM that meets your specific business needs and fits to your company size. As an example, Salesforce is the CRM of choice for large residential solar companies where most of our customers are using a CRM such as Hubspot or Pipedrive. Here are the most important criteria when picking the right solar CRM:

  • User-friendliness: Choose a CRM that is easy to use and navigate, with a simple and intuitive interface. 
  • Scalability: Look for a CRM that can grow and adapt as your business expands. Consider the number of users, amount of data, and types of interactions you expect to have, and choose a CRM that can handle them all
  • Workflow automation: it should offer possibilities to automate workflows customized to your needs and without the need of engineering
  • Integration capabilities: Look for a CRM that can easily integrate with other applications such as solar planning tools and project management tools such as Kwest. This will provide a single source of truth for all customer interactions and minimize errors caused by manual data entry
  • Customization options: A good CRM should allow you to customize your dashboard and workflows to suit your specific business needs

Now that you know what is important when you’re choosing a CRM, we’ve listed the best solar CRMs in 2023 for you here.

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