Dynamic & All-Inclusive Solar CRM

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Dynamic All-Inclusive Solar CRM

• A CRM (Customer Relationship Management) is one
  of the most valuable software systems that
  anysolar business can implement. It will have a
  more significant effect on lead conversion and
  long term results than any one employee.
• A mistake that a lot of companies make is they
  try to implement a CRM system that is too
  complicated for employees to use or not
  industry-specific. OnSite CRM gives you access to
  industry specific features to streamline solar
  process from sales to installation. 
• INTUITIVE
• OnSite CRM is intuitive and user friendly. Your
  lead conversion workflow is organized into step
  by step tabs to make the sales process
  easy. OnSite CRM also is easy for admins and
  managers to use. Our team of experts imports your
  data that is already being used and future data
  can be easily imported and exported from the
  software. Save thousands of dollars and save time
  by automating the quoting, tracking, scheduling,
  documenting, and submission of STC claims forms.

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Have greater control over your leads with
prioritized lead view. Never miss out on a lead
opportunity or let leads fall through the cracks.
OnSite CRM can create quick, professional quotes
that can be sent to the customer in a click of a
button. Provide solar benefit analyses for the
customer and track pricing for sales
orders. AUTOMATED Get automated compliance with
OnSite CRM. Sync with current financing and
rebates to make incentives known to customers and
send the forms to e-sign with SignByX prior to
installation. OnSite CRM compiles job packs for
installers to minimize installation issues and
make the process seamless. Onsite CRM is a
secure cloud based platform utilizing private
servers for all our clients. Our servers are
SSNCC encrypted for data security and
confidentiality. Being that it is cloud-based,
OnSite CRM can go anywhere that you go. OnSite
CRM is mobile friendly and responsive to your
screen size and device. RESPONSIVE Get real
time reports from your data. Track individual
user performance, top sales campaigns, high
performing groups, speed to contact, and
conversion rates to ensure your business is
growing with a high level of profitability.
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A CRM will help you to grow your small business.
By using CRM for your small business, you are
able to manage your sales process, save you and
your team time, and serve more customers at the
same time with the same level of service. This
means you have customers that are more loyal for
your business and help your small business grow.
These are some of the reasons why CRM is
important for your small business. Article
Resource-http//www.onsitecrm.com/blog/dynamic-so
lar-crm