Solar businesses have long sales cycles requiring lead management tools that are robust and adaptable. SalesExec is a complete lead management system that takes you from generating solar leads to sales engagement and closed deals.
Customer outreach, lead prioritization, lead routing, and tracking, are all designed
to increase your solar panel sales.
ClickPoint's solar CRM software covers all aspects of residential solar lead management. Customer outreach, lead prioritization, lead routing, and tracking, are all designed to increase your solar panel sales.
A custom CRM for solar companies, with a comprehensive power dialer, inbound calling, email, and SMS marketing. SalesExec software helps agents achieve higher contact rates, leading to more solar power installations.
Automated lead scoring allows solar companies to prioritize leads that have a higher likelihood of purchasing solar installations. Focusing on these high-quality leads, sales teams use their time more efficiently and increase conversion rates.
Call flows attribute critical sales metrics while ensuring all inbound calls route instantly, from omni-channel solar marketing strategies.
Design call flows to prioritize and swiftly route calls from online and offline marketing campaigns, routing them most suitable salesperson.
Purchase or port your current numbers. Post them on your website, direct mail campaigns, Google Ads, or commercials to drive more inbound calls to your sales team.
With sales engagement features like guided selling, solar companies easily make more calls, send more texts, and close more leads. With automated lead routing, your team is able to respond to inbound calls, web leads, and direct mail responses quickly.Get a Demo
ClickPoint's power dialer moves immediately to the next call when a rep enters a disposition. For busy, disconnected, or unanswered calls, the power dialer immediately moves to the next phone number. This ensures the maximum number of daily dials.
Salespeople use intelligent lead prioritization to create rules to ensure the ideal number of calls to each lead.
Compliance rules in pull distribution ensure that sales reps don’t call after legal hours and respect DNC compliance requests. Call centers contact more prospects without getting spam tags with enhanced one-to-one phone calls.
Improve contact rates by 40-60% by calling out of state with a local number. Deliver prerecorded voicemail drops to save time and increase dials.
Text messages reach 60% more solar leads than email.
Receive instant notifications when you're assigned new prospects. Respond immediately using click-to-dial, SMS, or email.
Update lead information, take notes, and schedule follow-up appointments directly in the app. Appointments sync with Microsoft 365 and email threads synchronize with Microsoft and Google accounts.
Sales agents access turn-by-turn directions to the lead’s location. Use click-to-call to confirm appointments and send texts or look for local sales opportunities.
ClickPoint is available in the Apple App Store or Google Play for iOS or Android.
Engage and Close More Solar ProspectsGet a Demo
Prioritize solar leads and guide salespeople to make the next call, text, email, or schedule the next appointment. Communicate instantly with prospects via text SMS communication. Convert more of your solar leads by automating email, delivered at critical stages of the sales cycle. Help your field sales team manage leads from anywhere with mobile lead management for both Android and iOS.Get a Demo
Create multi-touch nurture campaigns with dialing, email, and SMS to engage potential customers as well as aged solar leads.
Reach and engage more leads with SMS marketing, delivering perfectly timed, automated text messages. Quickly send text messages to new leads and follow up with calls or emails automatically or manually.
Use solar-specific email templates designed to increase open rates or create your own. Sync email with Microsoft 365 or Google and track opens, clicks, and responses in real-time.
Scoreboards help your sales team see their progress with email and appointment stats daily, weekly, and monthly. Dashboards help you evaluate lead sources and performance reports highlight sales rep's performance.
Solar companies score leads based on custom criteria. These criteria can include roof size, orientation, energy consumption, and geographic location. This specific level of qualification allows sales teams to prioritize the most promising solar leads.
Pull-based routing, round robin, percent delivery, shotgun, recycle, availability, pull and push distribution are all available. Each method has its own benefits and applications.
PULL distribution allows salespeople to pull leads from a pool when they are ready to engage. PUSH distribution automatically assigns leads to salespeople, which is effective for hot leads that require immediate contact. PULL is effective for long-nurture leads requiring extensive follow-up, while PUSH is ideal for time-sensitive leads.
In the solar industry, where sales cycles can be lengthy, maintaining engagement with leads is critical. Automate follow-up emails, calls, and text messages to keep leads warm and progressively nurture them toward conversion.
Reach leads through email, phone calls, or text messages directly from the platform. This is essential for effective communication in the modern sales environment.
Solar sales rely on-site visits and consultations. SalesExec helps to manage appointments and tasks. With SalesExec, you never miss site evaluations, follow-ups, and other crucial activities.
Understanding the performance of lead generation efforts is critical for optimization. Real-time reporting and analytics, help solar companies to track the effectiveness of their strategies and make data-driven decisions.
Ensure that communications and data handling comply with legal requirements. This is especially important in the solar industry, where regulations may vary by location.
By automating repetitive tasks and organizing leads efficiently, sales teams to focus on what they do best-selling. This ultimately leads to increased productivity and higher conversion rates.
Intelligently score and prioritize solar leads. Engage efficiently with automated, multi-channel communication, and drive decisions with real-time analytics. Book a demo today to unlock your solar business’s potential.
ClickPoint provides 24 hour chat support, extensive product documentation, and weekly training sessions.