• Client: Solarbrokers.pro
• Industry: Solar Installation
• Objective: Develop an in-house CRM to track sales leads and streamline business operations.

Solarbrokers.pro sought a custom CRM solution to effectively manage their sales leads and streamline the entire sales process. The goal was to create an easy-to-use, mobile-friendly interface for door knockers to enter leads, schedule appointments, and manage the sales pipeline from initial contact to installation completion.

Red Hot Digital developed a comprehensive custom CRM tailored to Solarbrokers.pro’s unique needs. The CRM featured a user-friendly interface and a range of functionalities to support the sales team and lead generators. Key features included:

1. Lead Management: Door knockers can easily enter and track leads, schedule appointments, and monitor lead progress.
2. Custom Calendar: An interactive calendar for easy viewing and management of appointments, including alerts for overdue appointments.
3. Appointment Management: Tools for confirming, rescheduling, and reassigning appointments, with a focus on today’s appointments.
4. Sales Process Tracking: A complete tracking system for the sales process, from lead entry to sales close, including stages such as:
   • Contract Signed
   • Site Survey
   • Engineering Design
   • HOA Approved
   • Permit Received
   • Utility Approved
   • Installation Date
   • Install Complete
5. Commission Tracking: Lead generators can see their commission information, track payment timelines, and monitor lead progress.
6. Communication Tools: Features for writing notes, communicating with the sales team, and managing referrals.

Our team executed the project with the following steps:

• Needs Assessment: Conducted a thorough assessment to understand Solarbrokers.pro’s requirements and challenges with existing CRM solutions.
• Design and Development: Created a user-friendly, mobile-friendly interface with custom features tailored to the client’s needs.
• Integration and Testing: Integrated the CRM with existing systems and conducted extensive testing to ensure functionality and user experience.
• Training and Support: Provided training for the sales team and lead generators to ensure smooth adoption and ongoing support.

The custom CRM delivered significant benefits for Solarbrokers.pro:

1. Streamlined Operations: The CRM streamlined business processes, making it easier for door knockers and sales teams to manage leads and appointments.
2. Increased Sales: The improved efficiency and organization led to a 72% increase in sales.
3. Enhanced Visibility: The interactive calendar and comprehensive tracking features provided better visibility and control over the sales pipeline.
4. User Satisfaction: The tailored solution met all the specific needs of Solarbrokers.pro, which were not addressed by off-the-shelf CRM solutions.

This case study showcases our ability to develop custom CRM solutions that meet the unique needs of our clients. By creating a comprehensive and user-friendly CRM for Solarbrokers.pro, we helped them streamline their operations and significantly increase their sales.

Trust Red Hot Digital to develop custom tools that will enhance your business operations, improve efficiency, and drive growth. Partner with us to achieve excellence in CRM development and business management solutions.