Running a solar installation business requires a significant amount of customer relationship management. In the past, most solar installation companies did a lot of this management by hand. Now, with the solar industry becoming far more competitive, it is becoming necessary to assess the customer onboarding processes.
Using a Customer Relationship Management suite
A customer relationship management (CRM) platform is used to consolidate all the information you know about customers, such as their contact information, their history, and their purchases. CRM solutions today have advanced analytics and to point to those most likely to convert. It’s a safe bet to assume your competitors are using a CRM solution, so adopting one for your solar business is necessary to remain competitive.
Reaching out to customers directly
CRM solutions make it possible to reach out to existing and prospective customers through newsletters, emails, and via phone. CRM solutions are even able to automate much of this connectivity so sales professionals don’t need to devote time to chasing down leads; they can instead focus on securing them. The more interaction a customer has with a brand, the more likely they are to eventually feel comfortable enough to make a purchase.
Building up trust and value
Importantly, customer connections today aren’t just about selling. Providing useful and insightful information to eco-friendly homeowners is what will eventually build up trust. Telling customers what they need to know and want to know is an easy way to build trust and show them that you’re a leader in your field. Then, when you need to connect with them regarding sales, they’ll recognise your name.
Upselling to existing customers
A great example of solar upselling using your CRM:
- Sync your leads directly from your website forms or integrate with other services
- Manage all of your prospective customers in one place
- Sync your calendar events to keep on top of calls and meetings with customers
- Simple customer quote acceptance
- Upload your customers’ own interval data for highly personalised performance and savings reports
- Full customer history: see what they purchased in the past.
Plus other features that help you take the headache out of the sales to install process.
There are a lot of ways solar installers can connect with customers and leads. But it always starts with getting the right software.
