Client
The client is a solar installation company specializing in installing high-quality solar panels, inverters, and batteries. With over 15 years of experience, they excel in solar installations in residential and commercial buildings.
Their meticulous installations and excellent post-installation services have earned them a stellar reputation among their customers. However, despite their track record of success, they encountered challenges related to the installation process itself.
Challenges
Despite their reputable standing in the market, the company faced challenges whenever a new lead came in. There was a lot of manual and time consuming work required. First, the location of each customer’s home had to be evaluated to see if it was a good fit for solar installation. Then, a detailed design had to be prepared based on the unique design of customer’s room. And finally, a price quote had to be prepared based on the design and other factors.
This increased the lead closure time a lot and sometimes the company would end up losing the lead to a competitor, just because of the time required in providing the relevant information to the customer.
To address this issue and save costs and effort, they reached out to GenesisNGN for expert support.
Solution
To address the challenges faced by the company, GenesisNGN established an expert team to collaborate closely with the client’s team. After thorough interaction and research, they devised a digital solution: Smart CRM. This CRM leveraged the latest technologies, including advanced mapping, AI, and analytics, to streamline lead management processes.
The CRM was connected with various lead forms of the company across social media, the website, and other platforms. Once potential customers filled out these lead forms, which included fields for basic information and a GPS location field, data was seamlessly transferred to the CRM.
With AI and advanced mapping capabilities, the CRM calculated the total sunlight exposure of each property based on its location. Leads with inadequate sunlight exposure were classified as “Bad,” while those with sufficient exposure were categorized as “Good.” This allowed the client’s team to effectively prioritize leads and engage with only potential customers.
For leads categorized as “Bad,” the company informed the individuals that installing solar panels may not be suitable for their property and closed the lead. For “Good” leads, Genesis NGN team created an AI based component to create the design, by learning from the previous designs the company had created. The design was sent to the company’s technical team for approval. And once the design was approved, the new Smart CRM was able to calculate the cost as well as create a quote which could be shared with the customer. This entire process would take just a few hours, as compared to a few days earlier. This streamlined approach not only optimized lead management but also ensured efficient utilization of resources, ultimately enhancing the company’s sales and profitability.
Benefits
The Benefits of the Smart CRM solution for the solar installation company:
- Targeted Lead Prioritization: AI and mapping tools categorize leads for tailored engagement, boosting conversion potential.
- Optimal Resource Allocation: Categorizing leads as “Good” or “Bad” streamlines resource use, maximizing efficiency.
- Enhanced Customer Interaction: Streamlined processes enable personalized engagement, fostering positive relationships.
- Revenue Growth: Focusing on optimal leads boosts conversions and reduces costs, driving profitability.
- Competitive Edge: Smart CRM adoption showcases innovation and customer focus, enhancing market position.
