SalesOps Features
1. Lead Generation Tools
Some solar software solutions offer advanced, interactive lead capture forms that you can embed on your website. Interactive lead generation tools can deliver an engaging experience that help your site visitors self-qualify for solar so that you can focus your sales efforts on leads with the highest intent.
- Drives website conversions
- Decreases acquisition costs
- Speeds up sales cycle
2. Permission Settings
If your business has separate processes for your design and sales teams, permission settings are an important feature to look into. For example, some solar software solutions allow you to limit the edits that your salespeople can make to solar designs. This can help you make sure that a site model hasn't been modified by someone who isn’t authorized to do so.
- Improves design accuracy
- Decreases change orders
PRO TIP: Pair Permission Settings with Permit Ready Designs to ensure your designs stay accurate as your team or department grows.
3. Roofing & Solar APIs
Application programming interfaces (APIs) allow you to sync information across platforms, eliminating unnecessary data entry and back-and-forth communication. This cloud-based, real-time data syncing aids in company wide operations.
- Improves cross-team communication
- Streamlines the sales & design processes
- Helps companies seamlessly scale
4. Plan Sets
The solar permitting landscape is incredibly complex, often leading to inaccuracies and delays that hold solar installations back.
Some solar software companies offer a plan sets service that will collect solar site information and request permit-ready plan sets for you. Having a plan set service integrated into your solar software helps you streamline your permitting process, moving your projects forward faster.
- Streamlines processes
- Speeds up workflows
5. On-Demand Design Service
Every solar installer understands the seasonal nature of the solar business. To help with peak times in your business, some solar software companies provide on-demand design services. This means you can have an expert design the project for you, allowing you to scale your capacity to meet increased demand. Keep in mind that turnaround times differ by vendor, so make sure to ask about turnaround timems when scoping out new software.
- Increases market potential
- Scales your business
