SepiSolar, a national solar design and engineering firm, has launched a new Salesforce consulting division.
The new division’s goal is to help solar and energy storage companies streamline and integrate sales, operations, and accounting with a customized Salesforce customer relationship management (CRM) system that is tailored for their solar business and their favorite cloud software tools.
Integration also allows for improved automation with DocuSign, Box, Google Apps, MS Office, QuickBooks and other programs that solar companies often use every day, explains SepiSolar.
“The power of Salesforce is that it can work with almost any third-party application, creating a seamless, all-in-one platform that every department can use,” says Josh Weiner, CEO of SepiSolar.
In addition to saving time with increased automation, Salesforce’s reporting dashboards also allow managers and CEOs to view and assess project milestones, sales goals, customer journeys, inventory, cash flow, monthly comparisons and more.
Further, with Salesforce’s customer portal capability, solar customers can log in 24/7 to track progress; chat with the sales or customer service team; or upload, review or download sales and legal documents.
“Ultimately, a customized solar Salesforce CRM is about efficiency and cost savings,” adds Weiner.