SepiSolar, a national solar design and engineering firm, has launched a new Salesforce consulting division. The new division’s goal is to help solar and energy storage companies to streamline and integrate sales, operations, and accounting with a customized Salesforce customer relationship management (CRM) system that is tailored for their solar business—and their favorite cloud software tools.
As the most widely used CRM in the world, more solar companies are utilizing Salesforce, but are finding it difficult for traditional Salesforce developers to understand their solar business. 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.
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.