Solar CRM Solution

6 reasons why Solar businesses should use a CRM

A lot of businesses spend time and money to source leads. A good chunk of leads is often not enough for business growth. Too much of time is spent on nurturing and qualifying these leads into new accounts. Flexbox Digital can help your business covert leads faster with more efficiency allowing you to focus on the big picture. Here are six reasons why the Flexbox Digital integrated CRM solution is the best for Solar businesses.

Strong functionality and feature set

Flexbox Digital Solar CRM solution is powered by Zoho CRM which is a powerful CRM tool with advanced customisation abilities. With features like Sales force automation, product customisation, process management, artificial intelligence, advanced analytics and much more, it helps you to establish an automated workflow tailored to solar business specifically.

Built-in Integrations

Solar CRM has built-in webforms that allow you to collect information from your customers and automatically bring that information within the CRM. It also has integrations with all other Zoho applications that address various departments like marketing and social. Using this Flexbox Digital will help you to automate the flow of data across applications.

Powerful Automation

Flexbox Digital solar CRM solution has end to end automation capabilities that enable to reduce redundancies. It enables you to capture leads directly from the website, auto-assign them to sales reps, send automated emails and text messages to nurture the lead and set up deal pipelines with transitioning stages. With just a few clicks, you will be able to run the entire sales workflow and stay on top of it.

API Integrations

Using API, Flexbox Digital can connect to any third party application that supports API. Solar designs can be fetched from applications like Pylon, Solar plus or Open Solar and be connected to the account in CRM. This also helps to remove redundancies by pushing data to applications like Formbay, Greendeal or Servicem8 and creating profiles automatically. Accounting and bookkeeping applications like Xero, MYOB or quickbooks can also be connected and the CRM can be the one source of truth. Thus Flexbox Digital will enable you to keep track of everything from one place.

Solar CRM Integration

User Friendly

No matter what features are present, a CRM can be fully utilized only if it is user-friendly. With an intuitive UI and strong feature-sets joining hands, Solar CRM delivers an enhanced user experience. CRM enables you to complete complex tasks with only a few clicks thus saving time and making your job easy.

Marketing and Operations

Campaigns are used by businesses to nurture leads to qualified prospects. Flexbox Digital’s CRM solution connects the CRM to marketing applications like Mailchimp or Zoho Campaigns. The leads from the CRM are automatically pushed in to their respective segments thus saving time and effort. By connecting the CRM to Project management applications, a project can automatically be created for every closed deal and the tasks associated can be assigned to different people automatically. This allows you to manage the project from one place.

The solar CRM solution helps you to automate the business process, provides better visibility and makes your business process more efficient. Thus Flexbox Digital solar CRM solution is your number one choice to boost sales, increase productivity and convert leads faster.


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