Solar | Case Study

Business growth accelerator for solar companies.

CASE STUDY:- CRM for Solar Business

Subtitle:Optimizing Sales, Marketing, and Support Through Smart CRM Integration

Client Background & Pain Points

  • Scattered leads from website, Indiamart, and offline sources
  • Merge Duplicate Enquiries
  • Manual follow-ups → low conversion
  • No AMC alerts → loss of recurring revenue
  • Poor post-installation support & ticket tracking
  • Field staff location & visit activity not monitored

CRM Modules Implemented

       Sales and Lead Management

  • Lead Capture API (Webforms, Indiamart, MagicBricks, ExporterIndia, Justdial, Website, etc..,) :- Captures enquiries automatically from different platforms and enters them directly into the CRM to avoid manual entry.
  • Lead Assignment + Follow-up Tracker:- Auto-assigns leads to sales reps and sets reminders to ensure no follow-up is missed.
  • Merge Duplicate Enquiries:- Merges multiple entries of the same customer to avoid confusion and clutter.
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  • Pipeline & Deal History:- Tracks each deal’s stage (quotation, negotiation, won/lost) with full history.

Marketing & Engagement

  • WhatsApp Broadcast + Templates:- Send promotional messages or updates using pre-approved templates to targeted customer groups.
  • Email Campaign Integration:- Bulk email marketing campaigns directly from CRM with templates and automation.
  • Voice Broadcast + IVR Tools:- Automated voice messages and call routing for announcements and follow-up campaigns.
  • Chatbot:- Live chat + automated responses to handle website queries and engage visitors 24/7.
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Quotations & Billing

  • Quotations & Invoice Generator:- Create and send GST-compliant quotations/invoices quickly.
  • Wallet Transaction Record: Keeps track of pre-paid balances like voice, Whatsapp etc..,

Service & AMC

  • Ticketing Portal:- Raise and manage support/service tickets for post-installation queries and maintenance issues.
  • AMC Reminder Automation:- Automatically alert customer before AMC expiry to encourage timely renewal.
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Employee Productivity

  • Attendance + Geo Check-in/out:- Field team can mark attendance and check-in at customer sites via GPS, improving tracking and accountability.
  • Leaderboard, Breaks, Leave Approval:- Track team performance, manage breaks and leave requests directly within CRM.
  • Field Visit Report, Team Chat:- Log customer visits, share updates, and communicate internally using team chat tools.

Reports & Automation

  • Sales/Lead/Call Reports: Track key performance indicators and generate reports for performance review.
  • CRM Dashboard, Role Hierarchy, IP Restriction:- Custom dashboards for different roles, access control, and IP-based restrictions for security. 

 🧠 Results and Outcomes

📊 Results Achieved After CRM Implementation:

  • 45% increase in lead conversion
  • 60% faster service ticket resolution
  • 30% boost in AMC renewal
  • Better team accountability with geo-tracking
  • Improved customer satisfaction via WhatsApp and Chatbot engagement

🔄 Flowchart Overview (Visual Description):

Enquiry Capture (Web/API)

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Lead Assignment

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Automated Follow-up

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Quotation Sent

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Deal Pipeline

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Installation

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Invoice Generated

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AMC Reminder

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Support Ticket

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Feedback Loop