Managing solar project SOW template
Most solar installers prefer to track and manage their project work in simple tools like emails, spreadsheets, shared folders etc. These simple tools are inexpensive, very flexible and easy to...
Solar sales challenges
When you start a new solar installation business there are bound to be a few challenges with the sales process. Your sales process may not be fully streamlined in the...
Bulk upload leads from Excel to CRM
Most new businesses and startups start managing their early customers in Excel sheets. You plan switching to a CRM software only when your operations start to grow. That’s when you...
Importance of todo list emails in solar sales
Given the nature of the business, solar sales and installation teams spend a majority of their time in the field – meeting with customers, conducting site surveys, coordinating with utility...
Email marketing templates for solar
Cold email marketing is a very useful lead generation channel for solar installation businesses. It is simple, inexpensive and anyone can get started relatively quickly and easily. If you are...
Cold Email Lead Generation Playbook
When many people think about email marketing, they think about sending 10,000+ emails per day, shiny HTML email templates, and bulk email marketing platforms like Mailchimp. But this way of...
Excel templates for sales tracking reports
Let’s face it. Despite so many CRM and sales tracking software being available online, many businesses still prefer to track their sales pipeline in Excel sheets. That’s because Excel sheets...
Setting up a lead management workflow in CRM
You can grow your sales in two ways – 1. Get more leads 2. Manage those leads efficiently for better conversion rate In a previous post, we went through the...
Lead management best practices
Two important parts of sales are – You need to get BOTH of them right to make sales. Even if you have very cost efficient lead generation process, it will...
Why small businesses want to connect CRM to Google Apps
Millions of businesses across the world rely on Google Apps to manage their day-to-day work. Most of these are small businesses with less than 50 employees. In fact majority of...