10 Ways ToDo CRM improve Solar Sales, Process & Business Reporing

solar crm

ToDo CRM for Solar companies is a solution with a user-friendly mobile app and web, that works to organize your prospects, leads, and customers. It will also equip you with key data so you always know how to focus your sales and marketing activities. It helps solar companies to reach out to more clients and enhance their business with ease. ToDo CRM for solar companies is very essential to nurture your leads and also closely watch the sales pipeline. It is a powerful online system that is utilized to managing solar companies with their best services. This will help the business to grow quickly and also build transparency between the user and the seller.

1. Lead Management

ToDo has been consistently ranked as the best lead management solution by both consumers and specialists. Your sales reps can turn more leads in less time and effort. With a complete set of lead management characteristics for businesses of all sizes and types. From lead generation to scoring, to conversion, ToDo CRM’s lead management software guarantees proper follow-up to move your leads through the sales pipeline.

2. Tracking Features – Calls & GPS

ToDo CRM for the solar industry provides you Call tracking facility. Your sales team or Telecallers can easily contact your clients through the ToDo CRM app. Contacting the right person at the right time will help your organization to make more conversions in business. Call reports are also available in ToDo software.
GPS Tracking is one of the features of ToDo CRM. GPS Tracking allows pinpoint the exact location and thus allows the manager to keep track of the sales team on a real-time basis. Distance covered by each salesperson in the organization can be easily tracked using this feature.

3. Order Management

Order management in ToDo CRM for the solar industry helps to add new order details and also to track the orders. If a client comes with a particular order, the sales team can easily add the order by selecting the product from the product list. By giving the quantity of the product, CRM will automatically calculate the amount and it will be displayed as a gross total in the order list.

4. Payment Management

solar company

The module helps in determining an organization’s cash flows and profitability. Having a streamlined process it easy for teams as well as management to track the performance of collections and also to ensure customers are making payments on time. Real-time client dues and balance payments can be ascertained at the click of a button and updating payments against invoices is all possible from the mobile app itself.

5. Quote & Invoicing

A quote is a formal offer for products proposed at specific prices and related payment terms, which you send to an opportunity, account, or contact. Once your customer accepts a quote, you can create an invoice in ToDo to bill them for the upcoming sale. ToDo helps to generate Quotations as well as Invoices to manage all your billing quickly and also easily.

6. Attendance & Leave Management

The attendance management system in ToDo CRM for solar companies helps to know the details of attendance of every sales team in the organization. It will show the number of hours worked by a salesperson. In leave management, the sales executive can apply for leave by giving the required information. The administrator can change the status of leave into Approved or Reject by his choice.

7. Travel & Expense Management

Travel log in ToDo CRM for the solar industry provides the travel report of every executive. It shows the details like time and location of on duty, off duty, client check-in, and client check-out. The distance traveled between client check-in and check-out is also displayed in the travel log.
While check-out from a client, sales executives have an option to fill in the details regarding the travel. They have an option to add extra expenses in the form. Therefore, the administrator can later verify the extra expense of each executive.

8. Client History Management

ToDo CRM for solar companies provides client history management. With this feature, you can see every single interaction of your company has made with the client all in one place. In addition, all the uploaded documents, voice recordings, comments are also visible in history.

9. Implementation, Activities & Complaints Management

Implementation, Activities, and Complaint management in ToDo CRM for the solar industry helps to increase professional and personal productivity. This involves the proper management of various customer relationship management (CRM) functions and more abstract sales. It helps in scheduling various tasks that come across service, sales, contact center, and also other marketing functions.

10. Daily Reports & Graphs

ToDo provides various types of reports like activity reports, daily user reports, call reports, performance reports, etc which helps management to evaluate the efficiency & performance of teams and campaigns. It also provides a different graphical representation of charts & analytics that also function as meeting-ready reports.

ToDo CRM is the best software for solar firms. All the tasks are completing with the various feature of CRM in one place. You can access this through your mobile phone and the way of usage is not tough. You can say that it is the best decision for your solar business. Moreover, this is time-saving software as well as cost-efficient which meets all your demands.

Some prominent clients from the Solar & Power industry have used & customized our CRM for the industry. The user-friendly app helps our clients to improve their productivity, efficiency and to increase sales conversions.

At Kingslabs Technologies, we provide standard & customized CRM solutions. An easy-to-use CRM software like ToDo available on the web & mobile app could be the resource you need to succeed in the new decade. Contact us at sales@kingslabs.com, or call us on +91 8880477700 for a free demo.