Client Profile
Our client is a fast-growing solar installation company based in the USA. They specialize in delivering residential and commercial solar energy solutions, from initial consultation and system design to installation and after-sales service. With a vision to make clean energy affordable and accessible, they were rapidly expanding across multiple states. However, their manual and disconnected systems were limiting efficiency and slowing growth.
Before adopting Zoho, the client relied heavily on excel sheets, emails, and phone calls to track leads, manage projects, and monitor installations. Sales teams managed prospects manually, project managers used spreadsheets for scheduling, and finance tracked invoices separately. This fragmented approach made it difficult to:
- Keep up with rising lead volumes
- Monitor project progress in real time
- Track installation timelines accurately
- Maintain clear communication across teams
United State America
B2C & B2B (Residential & Commercial Solar)
As demand for solar solutions increased, the client needed a system that could centralize operations, provide visibility, and enable data-driven decision-making. They wanted to shorten installation timelines, reduce manual errors, and deliver a seamless customer experience. After evaluating options, they partnered with CRM Masters as we are a Trusted Zoho Implementation Partner to implement Zoho CRM Plus.
Challenges Faced By Solar Installation Business
Leads Lost in Manual Tracking
Incoming leads from website forms, phone calls, and campaigns were scattered across emails and spreadsheets. Without automation, follow-ups were delayed, and conversion rates suffered.
Difficulty in Scheduling Site Surveys
With multiple projects running simultaneously, there was no structured way to monitor installation stages. Delays at one stage affected the entire timeline, leading to customer dissatisfaction.
Permit & Documentation Delays
Sales, project managers, and service teams worked in silos. Without a unified system, important updates were missed, creating confusion and duplication of work.
Manual Billing and Lost Service Requests
Invoices were prepared manually, and service requests often got lost in email threads, causing delays in payments and support.
Poor Visibility in Solar Project Performance
Leadership lacked visibility into lead performance, revenue forecasting, installation turnaround times, and service efficiency, making it difficult to scale strategically.
Our Solutions
We implemented Zoho CRM to centralize all inquiries from forms, calls, and campaigns. Leads were automatically assigned to sales reps, ensuring no follow-up was missed and conversions improved.
Zoho Projects was customized with templates covering each stage of the solar process, site survey, design, permits, installation, and inspection. This gave managers full visibility into progress and helped avoid delays.
Through Zoho Analytics, leadership gained access to interactive dashboards that highlighted lead performance, project timelines, and revenue trends, enabling faster and more informed decision-making.
With Zoho Desk, customer service requests were captured and routed automatically. This improved resolution times and provided customers with a smoother post-installation experience.
Zoho Campaigns was used to run automated email campaigns that nurtured leads with solar education and financing options, while also keeping existing customers updated with reminders and offers.
Zoho Consulting for USA
From New York to Los Angeles, CRM Masters empowers interior designers with Zoho CRM, Zoho Projects, and Zoho Books—tailored to your workflows.
Results
Key Outcomes Included
- Leads Captured & Followed Up Instantly: No more missed opportunities, with a structured pipeline improving lead conversion.
- Installation Timelines Reduced: Real-time project tracking ensured delays were identified early and resolved quickly.
- Seamless Communication Across Teams: Sales, operations, and service teams collaborated on one platform.
- Automated Reminders for Billing & Service: Customers received timely reminders for invoices, renewals, and maintenance visits.
- Actionable Insights for Growth: Dashboards helped leadership monitor occupancy, revenue, and performance across all regions.
Performance Improvements
Faster Solar Project Completion
Increase in Lead Conversion Rate
Reduction in Manual Workload
Growth in Revenue in Year One
About CRM Masters Infotech
(ISO: 9001-2015 & ISO 27001:2022) Certified Company.
At CRM Masters, as a Zoho Premium Partner, we specialize in designing and implementing Zoho Solutions customised to industry needs. From solar and renewable energy companies to real estate, finance, and retail, we empower businesses to run smarter, faster, and more connected.
With 4000+ successful Zoho projects delivered worldwide, we are trusted by many businesses across the globe to streamline operations and scale with confidence.
Book a call with us now! Let’s discuss how we can help you.
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