How to Automate Your Solar Business to Win Back More Time - PowerPoint PPT Presentation

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How to Automate Your Solar Business to Win Back More Time

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Automation has changed the solar industry for good. But is it for the better? As a solar business owner actively closing jobs in 2020, you know there are some things on the backend you could probably be handling better—but who really has time to plan, execute and update their existing workflows? – PowerPoint PPT presentation

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Title: How to Automate Your Solar Business to Win Back More Time


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How to Automate Your Solar Business to Win Back
More Time
Automation has changed the solar industry for
good. But is it for the better? As a solar
business owner actively closing jobs in 2020, you
know there are some things on the backend you
could probably be handling betterbut who really
has time to plan, execute and update their
existing workflows?
For better or worse, automation does take time
at least, in the beginning. But there is good
news, with the right systems in place, you can
multiply the number of customers you serve, raise
the quality of your services, and close jobs
faster without hiring additional staff. 
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And the best part? Setting up just one effective
automation process today, will continue to help
grow your business for years to come.  But there
is a catch the solar industry can be a zero-sum
game. If someone else grabs more customers with
automation, someone else lands less. Thats why
its paramount to invest in workflows that are
truly the best fit for your businessand its
critical to do it now, before the competition
catches on. In this article, well cover the
main benefits of automating your solar business
processes, as well as the specific workflows you
can use to 10X your business. Try Shape Solar CRM
Today!
What Is Solar Automation? In a nutshell, solar
automation allows you to run parts of your solar
business on autopilot. Using the right
combination of automated tools, workflows and
software, you can help more customers in less
time. But the real power of automation is that it
can be applied to many different aspects of your
business.  Are you struggling to consistently
follow up on your customers? Set up automated
email and SMS campaigns so that no new solar lead
in your database is left unnurtured. 
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Recipients not opening emails? Automated drip
campaigns can boost your open rates by up to
80 Is your team spending too much time on
repetitive admin that doesnt grow sales?
Automate routine tasks and save up to 55 of the
time employers spend on non-selling
activities.  And thats just the beginning.
Lets take a closer look at some of the core
benefits of automating your solar business, piece
by piece. Top 5 Benefits Of Solar Automation
Youll Actually Use Benefit 1. Reduce Speed to
Lead to Seconds According to the Harvard
Business Review, chances of qualifying a lead
when responding within the first five minutes are
21 times higher than when responding within 30
minutes. Yet only 26 of companies manage to
respond within 5 minutes.  You can easily outpace
the competition by setting up simple automated
onboarding emails and texts to instantly greet
every new lead as soon as they share their
contact details.  If you have a team, automation
will also help you distribute incoming leads
between them so that the team member that are the
most qualified are aligned with the right
prospects.
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Benefit 2. Consistently Nurture Your Leads The
money is in the follow up. In fact, some studies
suggest that 80 of sales occur after at least
five follow-ups with a prospect. The good news
is, almost every follow-up can be automated. For
example, you can send highly-personalized email
and text drips to your leads with a predefined
cadence. This allows you to nurture relationships
and build trust with customers, even before they
decide to do business with you. Automation helps
you easily segment leads based on their solar
needs, location, last action, or areas of
interest so with the right system you can follow
up with the best offer for a particular
customer. 
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Benefit 3. Streamline Your Process Manual
processes and endless admin add up to wasted time
and less revenue. With a CRM that leverages smart
automation and powerful integrations, you can
accomplish more in less time  Google Maps
Integration View properties in real time with
Shapes Google Maps integration. Search for a
location, zoom in, and see the roof from an
aerial view to ensure optimal placement - all
from the comfort of your office.
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Site Surveys Make sure every property has been
properly inspected to prevent any pitfalls. Our
responsive mobile application means even out in
the field youll have client data and can report
back to the system at any time. Construction
Tracking Doing construction in-house? Track the
progress of the job site from design to
installation. Referring the project out? Track
your referrals and commissions. Shape does it
all! Checklists Use Shapes checklist feature to
build to-do lists, from the sales process to PTO,
to ensure streamlined compliance and a great
client experience. 
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Benefit 4. Increase Your Amount Of
Referrals Ramping up referrals is one of the most
powerful lead generation tactics you can
employ. But when youre focused on construction,
site surveys, marketing, and other items, keeping
in touch with past customers often becomes an
afterthought. And yet 60 of customer referrals
happen within the first six months after the job
is completed.  Automated referral campaigns
allow you to stay in touch with your past clients
and increase your referrals, without lifting a
finger. After a loan is closed, simply set up an
automated series of post-loan emails designed to
keep the client relationship strong and help you
stay top of mind.  Benefit 5. Easily Scale Your
Solar Business Its pretty difficult to scale a
solar business that has many manual workflowsand
the last thing you want to do is scale your messy
and chaotic systems. People make mistakes, and
unfortunately, without the right system in place
these mistakes will only multiply as your lead
count grows.  In other words, when there are
cracks in your systems, you can expect at least
some of your leads to slip through them.
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On the flip side, when critical aspects of your
business are automated, theres really no limit
to how many leads you can work with at the same
time.  Even if you decide to invest in new
marketing channels or lead databases, you can
rest easy knowing that smart automation has your
back. If you want to turn your lead flow on full
blast, you can easily and automatically qualify
and nurture every lead.
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The Power Of Smart Automation The solar industry
is changing fast.  These days, its all about the
system and service.  Clearly, the role of
automation in separating the best from the rest
will be crucial. And yes, automation does take
time and effort upfront. But after you set your
processes in place, its only a matter of making
small adjustments that make a very big impact for
your customers and your business as an expert
people can trust. Ready to see for yourself?
Find out how an automated marketing and sales
platform can remove the bottlenecks from your
solar business pipeline and help you consistently
generate more leads and revenue. Sign up for
your free trial of Shape today! Article Source-
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