As an installation company, you know how important it is to make quick and accurate decisions to achieve effective and profitable installations. With the increasing number of companies in the sector, having advanced and centralized tools becomes essential to optimize your work and stand out from the competition. 

Data-driven decision-making is key to maximizing efficiency and sales. With 2Solar, you can easily access critical information, such as the status of leads, the success rate of each salesperson, and even analyze which is your best sales channel. 

 

Save time when tracking leads 

At 2Solar, we understand the needs of the sustainable sector, which is why we have created a data management system that makes your work easier. 

With our specialized CRM, you can centralize all the information of your clients and projects, simplifying the organization and tracking at every stage. 

Our CRM is designed to help you record and manage data for each potential client, allowing you to better structure sales opportunities and have a clear view of each project’s needs. 

By centralizing all the information, your team—whether commercial or technical—can access up-to-date data in real time, avoiding task duplication and improving efficiency. 

Imagine the sales team having access to specific details about energy consumption and the property’s characteristics: this data allows them to prepare an offer that perfectly fits each client’s needs, increasing the chances of success. 

Moreover, our platform is especially useful for large-scale projects in the commercial sector, where every detail of consumption and savings matters. With all the information organized in one place, you can make precise recommendations about the installation size, LCOE, and ROI, offering your clients the highest possible profitability. 

 

Steer sales toward success with the 2Solar dashboard. 

The 2Solar dashboard offers an advanced tool for monitoring and analyzing all aspects of the commercial and operational process. 

This dashboard allows you to monitor your teams’ performance in real time and make strategic adjustments based on precise data. Some standout features include: 

  • Lead tracking by category: View how many leads have been generated in each category (solar installations, storage, electric chargers, or heat pumps) and compare them to the set goals. 
  • Custom filters: To understand which acquisition channel is most effective, you can filter leads by their source (direct referrals, social networks, lead generators, among others). 
  • Conversion analysis: Compare the number of leads generated with the offers made and the orders closed, allowing you to calculate conversion rates and measure the effectiveness of each stage. 
  • Individual performance of each salesperson: Check the number of leads, offers, and orders managed by each team member, optimizing resource allocation. 
  • Project type overview: Analyze results per project type. Whether it’s about self-consumption, a commercial installation, or solar community, knowing the performance of each project allows you to refine your strategy for each type of project.  
  • Effective management of installation teams: monitor the capacity of your internal & external installation teams, scale them up or down as needed 

This dashboard is a key tool for improving performance and precisely tracking your commercial objectives. Thanks to its clear visualization and customization capability, each team can adjust their approach quickly and efficiently. 

Thanks to the data available in 2Solar and the system’s functionality, you can improve your sales with: 

  • Higher conversion rates: Identify key customer segments and tailor your marketing and sales efforts. 
  • Better forecasts: Optimize your sales and purchasing strategy based on sales projections. 
  • Better sales team management: Use sales data to identify problems and successful campaigns. 
  • Increased cross-selling and upselling opportunities: Identify which customers might be interested in other sustainable energy products and execute targeted marketing campaigns. 

 

Conclusion 

2Solar is more than a platform; it’s a comprehensive solution for managing, optimising, and growing your solar installation business efficiently. From data-driven decision-making to creating customized offers, 2Solar simplifies every step of the process, making each project more profitable and professional. 

Want to take your solar business to the next level? Contact us today to request a free demo and discover everything 2Solar can do for you. Start harnessing the power of data and transform the management of your solar projects! 

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