Solar CRM Software That Will Pay For Itself

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Solar CRM Software That Will Pay For Itself

• They say nothing in life is free, but when it
  comes to software for your solar business, weve
  gotta disagree. No matter what stage your
  business is in, the number one tool or hack
  that is going to save you tons of time and money
  is CRM software to make you more efficient.
• In fact, a recent study from Nucleus Research
  shows that for companies that use a CRM, the
  average return on their technology investment is
  8.71 for each dollar spent. 
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Not yet using a CRM? That kind of return on
investment is like printing money for your
business.  This how-to guide will dive deep on
the automation essentials for solar business, how
the right solar software will pay for itself, and
what the ideal features you need in your next CRM.
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• CRM Automation is Your Solar Businesss Secret
  Weapon
• Whether its streamlining your process workflow,
  integrating all the tools you use into one
  central place, automating customer follow-up and
  marketing, or anything in between, the benefits
  of automation software for solar business owners
  are simply staggering.
• Consider a recent study by Instapage around the
  various benefits of automating different areas of
  your business with software
• Closing Deals
• Automation is proven to boost sales productivity
  by 14.5 and reduce marketing overheads by 12.2
• CRMs can lead to a 30 increase in deal closures,
  an 18 reduction in sales cycle, and a 14
  reduction in sales administration time
• Marketing
• 90 higher customer retention rates can come from
  marketing automation
• 80 of marketing automation users see increased
  leads, and 77 see increased conversions
• 60 of users say marketing automation has
  increased the quantity and quality of the leads
  that get passed to sales
• Productivity
• 40 of productivity is lost to multitasking and
  task-switching
• Lost productivity and poorly managed leads cost
  companies over 1 trillion annually, some of
  which could be saved with automation software

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• Customer communication
• Automated emails have a 70.5 higher open rate
  and 152 higher click-through rate than generic
  email newsletter
• Businesses using marketing automation software
  are 2x more effective in lead generation than
  those using only blast email software
• Automating lead nurturing with well-timed emails
  and offers has been proven to generate a 10 or
  greater increase in revenue
• Get in Touch
• How a CRM Will Transform Your Solar Business
• Weve already established that smart business
  owners and teams know that to stay competitive
  youve got to keep up with the latest trends and
  technology. Weve evaluated dozens of solar
  software tools on the market and collected the
  top 5 reasons why you need to be using a CRM
  right now to transform your business into a money
  making machine
• 1 Save hours on administrative work every day.
• Business owners are responsible for a variety of
  paperwork, tasks, and client interactions at any
  given moment. These procedures are often both
  complex and dynamic. A paper and pencil system no
  longer makes sense.

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Not only does it make sense to adopt a modern,
upgraded business management system - its what
your customers have come to expect. Use a CRM to
automate your daily to-do list and spend more
time helping your clients. 2 Strengthen
relationships with prospects and
customers. Relationship building used to require
a lot of time and energy. Thanks to marketing
automation software included in CRMs like Shape,
creating or improving relationships can be
automated, authentic, and successful. Send
perfectly-timed emails, helpful project status
updates, and follow-ups to you need to get the
job installed and completed on time.  3
Automate follow ups. Fact Following up with
prospects helps you win more business. About 80
of sales require five follow up touch points. For
busy solar professionals, following up with every
lead that many times isnt sustainable. At least
not without the right software. A proper solar
software system can send perfectly timed
follow-ups at any stage of the sales lifecycle.
Customizable templates and automated email
delivery triggers make those five follow ups a
snap.
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4 Improve your intake process. The hope most
people have when they first adopt solar business
software is that the program will cut down the
time they spend on everyday tasks. The intake and
evaluation process can be time consuming when
done manually. But its one of your most powerful
customer service tools. Automate the process with
e-Signature capabilities, reminders, and status
updates sent for you. Solar businesses who
automate parts of their onboarding see turnaround
times shrink from weeks to hours. 5 Score your
leads by quality. What if you could have a
system that seamlessly reviewed every new
inquiry, assess their needs, and generate a score
based on their interest and urgency? The right
CRM will automatically score your leads based on
essential data points from your company as well
as any specific parameters you can set and manage
at any time. Once your leads are scored you can
concentrate your efforts on reaching out to those
with the highest ROIs first or even automatically
assign them to marketing campaigns.   Get a
custom consultation Our solar software
specialists can help you make sense of all the
CRMs out there. Let's Talk!
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The Top Solar CRM Features You Need (and how they
help you) Everyone wants the biggest, baddest,
most robust software that money can buy. But when
considering a solar CRM, its most important to
understand how essential certain software
features are to your daily business.  Do you get
a lot of inbound leads and have trouble keeping
up with inquiries? Do you use other software
tools that you need to integrate with? Are you
wanting to score and assign your leads to your
team quickly and automatically?  Depending on
how you answer, you can start to get a fuller
picture of your needs and which software systems
will be the best bang for your buck. Weve
reviewed dozens of solar CRMs on the market and
spoken to top firms about the most essential
features you need on a day-to-day basis.  Solar
CRM Feature Lead intake and follow ups Why you
want it Lead intake allows you to properly
collect, store, and act on leads in your database
without losing track of important details you
need for installation. The right intake tool will
automatically follow up with new leads, create
custom triggers, and send online proposals that
include Shape's built-in eSignature.
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Solar CRM Feature Marketing automation Why you
want it Whether you are managing inbound or paid
leads, you want a CRM that has tons of tools to
help you close more deals. You should have the
ability to build and send automated drip
campaigns, newsletters, SMS, and more to engage
with your prospects at the right time.
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Solar CRM Feature Lead management Why you want
it There is no worse feeling than realizing you
left new leads unworked and discover they went to
a competitor. With lead management tools you
dont need to worry that an influx of new leads
will drag your team down. Look for a system that
can auto-assign leads based on your parameters so
that even when youre on-site or with a customer,
you dont need to worry about the future of your
business. 
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Solar CRM Feature Calendar integration Why you
want it Double bookings and missed appointments
can destroy your businesss credibility and lead
to awful online reviews. Instead, opt for a
system that offers calendar integration with
seamless appointment scheduling so you can view
and manage site surveys or client meetings in
just a click of a button. 
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Solar CRM Feature Google Maps Integration Why
you want it Some solar businesses really dont
understand the power of integrations. With a
seamless Google Maps integration in your CRM you
can view properties in real time,  search for a
location, zoom in, and see the roof from an
aerial view to ensure optimal placement - all
from the comfort of your office.
Solar CRM Feature Site Surveys Why you want it
This is a CRM must have for solar businesses.
Site surveys will allow you to  ensure every
property has been properly inspected to prevent
any pitfalls. Opt for a system with a responsive
mobile application so that even out in the field
youll have client data and can report back to
your CRM at any time. 
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Solar CRM Feature Construction Tracking Why you
want it Doing construction in-house? You need to
have this feature to track the progress of the
job site from design to installation. Referring
the project out? Youll also need a way to track
your referrals and commissions. 
Solar CRM Feature Reporting Why you want it
Weve known way too many solar business owners
who do zero to analyze where their prospects come
from, how much their marketing ROI is, how well
their team converts, and so on. Not having data
is a huge liability to your business. Your CRM
must 100 include reporting and analytics tools
to help you make more informed business decisions.
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Solar CRM Feature Email Automation  ?Why you
want it Still manually sending every email? Get
out of the 1990s and join the wave of solar
business owners saving tons of time using email
automation. Send perfectly timed follow ups,
build nurturing drip campaigns, automate status
updates, and more. Email automation does more
than just free up valuable time - it keeps your
process consistent!
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Solar CRM Feature Advanced Security Why you
want it With the latest legislation on consumer
privacy making the rounds, its absolutely
critical your team is abiding by data best
practices and security measures. Choose a CRM
that has cutting-edge encryption, data storage
policies, and customer privacy. Solar CRM
Feature Price Why you want it We saved the
best and most important for last - price is
always big when it comes to choosing a software
tool you may be using for years and years to
come. We highly recommend avoiding CRMs that
offer gated services for a price or enforce
long-term contracts. You want a tool that will
grow with you, not hold you back, and often
locking in a year-long commitment can be
detrimental to a team.  Ready to take it to the
next level? Is your solar business weighing a
new CRM? Weve got all the answers to your
burning questions. Article Source-
https//setshape.com/blog/solar-crm-software-that-
will-pay-for-itself