Solar eCRM Information

Estb. in 2012, Solar eCRM has evolved into the most comprehensive and fastest selling enterprise wide Solar Business Management system across Australia. It’s a turnkey solution for improved productivity and profitability of businesses in the solar arena; designed and developed by solar retail experts; users benefit from the automation of business processes which results in reduced sales cycle and thus faster ROI. Further, the solution being cloud based, it fosters more centralized control. The international version has been launched for the global community. The solution is designed to offer role based restricted access to the authorized users. Main modules at a glance: Leads Management : Have a greater control over your leads with all the information you need within your grasp. Quotes Management: Create accurate, comprehensive quotes and send them to clients instantly. Encompass all costs. Orders Management: Orders processed without losing track of customer, site, installer and product requirements. Installation Management: Compiled job packs for installers to minimize installation issues; connection and rebate forms to close the loop between installers and customers. Invoicing: Close your process with an Invoice; exported or printed in one ‘click.’ Reports and Dashboard: In addition to producing periodic, customized business reports; the system also offers summary dashboards for all the important modules (Orders, Leads and Quotes). Products Management: Your product database can include a complete list of solar PV systems including inverters and panels completed with a product brochure as attachment to the quote. User Management: Several levels of user types are associated with respective access rights to empower users and protect the integrity of data.