How a specialised CRM system helps you with your renewable energy projects

Companies that sell, install and service renewable energy products must continue to adapt their processes to remain competitive. A key issue here is efficiently managing customer data and sales processes. Yet this remains a challenge for many companies. The CRM part of our software is specifically designed to solve the challenges of installation companies and make your business work more efficiently. Ready to take your business to the next level with our CRM system?

Old way of working

Traditionally, leads are collected through various channels, such as websites, social media or customer referrals. Without an automated system, these leads are manually tracked in Excel or simple management systems, which can lead to errors and loss of information.

Once a quote is agreed upon, scheduling the installation becomes the next challenge. Without a central system that considers the challenges of scheduling installations, communication often occurs via e-mails and phone calls, which can cause misunderstandings and delays.

This can lead to higher costs, project delays and a poorer experience for customers, with the risk that they will not return to you when their installed system is due for service or replacement.

This is where 2Solar comes in and provides a comprehensive solution to address these challenges. It can significantly improve the efficiency and effectiveness of renewable energy businesses. Our SaaS CRM software is specifically designed to meet the unique needs of the industry and provide a unified platform that covers the entire customer lifecycle.

Flexible workflows

2Solar’s Solution

General CRM systems are powerful and have a lot to offer, but lack the specific tools that facilitate the processes of sustainable installers. A specialised and customised CRM system like 2Solar’s is therefore a godsend. Our comprehensive solution supports various processes, from lead capture to after-sales and maintenance:

  • Capturing leads: Automatically capture leads from various sources such as web forms, lead generators, social networks and email marketing campaigns.
  • Managing sales processes: Track all stages of the sales process in one place, so you always know which opportunities are most important.
  • Coordinate installation: Assign tasks, schedule installations and track progress in real time, even if you work with different installation teams
  • Manage maintenance: Offer and schedule preventive maintenance and ensure installations continue to work optimally.
  • Analyse and manage sales: Dashboards and reports allow you to keep a grip on your team’s performance at all times

More time for important tasks

By automating repetitive tasks, you keep more time for the important things, such as direct contact with customers and developing new sales strategies. With our centralised system, you always have access to client data, project details and communications, without having to make unnecessary calls or emails back and forth.

Status per lead

Fewer mistakes, more satisfied customers

Effective communication is very important for the success of any business. Our CRM enables your teams to communicate quickly.

  • Real-time tracking: This gives all team members access to real-time updates, ensuring everyone is on the same page.
  • Communication history: Keeps a complete record of all interactions with each customer, reducing the risk of errors and misunderstandings.
  • Integration with external tools: 2Solar easily connects with accounting tools, project management and other external applications, creating an integrated environment that improves efficiency.

Easy to use for all experience levels

One of the main challenges for companies adopting new technologies is the learning curve. Our CRM has been designed with ease of use in mind:

  • User-friendly interface: Easy-to-navigate interface that allows anyone, regardless of their technical level, to use the software efficiently.
  • Training and support: Our support team is always available to resolve any queries or problems and provides manuals and tutorials to help you get to know and better understand the system.
  • Customisable configuration: 2Solar allows you to customise the platform to your unique processes and workflows, ensuring a smooth implementation and a perfect fit with your operational needs.
LEAN kanban model

We are committed to the growth of your business

We don’t just provide software, we become a true partner for you and your business. Our mission is to support your growth and success. We do this by:

  • Proactive support: Our team works with you to identify potential obstacles and develop solutions before they become major problems, ensuring seamless operation.
  • Continuous updates: We constantly improve our platform to ensure you always have access to the latest innovations and improvements based on our customers’ needs and feedback.
  • Focus on customer success: From first contact, our goal is to understand your challenges and needs and provide solutions that really make a difference in your business.

Go for the best CRM system for your business

In summary, 2Solar is the ideal partner for companies focusing on renewable energy. We have years of experience in the sector and, thanks to long-term collaboration with our customers, we understand the unique needs of installers in this sector. On this basis, our CRM module is designed and developed. Our comprehensive solution covers the entire customer lifecycle, improves the productivity of your employees and optimises communication between your teams.

We automate processes and centralise information so that you can offer innovative and sustainable energy solutions without problems. With continuous updates and proactive support, you are always prepared for the challenges of the market.

Choosing 2Solar’s CRM will transform your business operations, improve customer satisfaction, increase your company’s productivity and reduce operating costs.

Schedule a demo

Join us and take your renewable energy business to the next level. Transform your management and move towards a more sustainable and efficient future!

Curious how 2Solar can make your business more efficient? Schedule a demo with one of our experts and find out what our CRM system can do for you.

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