Solar CRM User Guides
Use the following user guides for training your solar sales team to use FUZEN solar CRM app.
Solar Site Survey
Site survey in an important part in Solar EPC sales process. Here are some guidelines and templates to help you streamline the site survey process.
- This post covers all information to be collected during site visit and why.
- Use this site survey form template will help you gather all required information during visit to the site. Download PDF template.
- Important features required in a solar site survey app.
Proposals for Solar Projects
Guidelines, templates and recommended practices to help you with solar sales proposals.
- Proposal templates for different kinds of Solar PV installation projects.
- Guidelines for evaluating the best proposal software for solar sales.
Lead Management
Recommended practices to screen leads, manage sales funnel,
- Practical tips for growing solar PV installation sales.
- Guidelines for managing solar sales funnel
- Recommended schedule and guidelines for follow ups
- Email templates for cold emails and follow ups
Downloads
Download useful templates, E-books, guidelines. Share them with your team.
- Download E-book: Lead Generation Tips for Solar Installers
Useful Software Tools
A list of useful tools for managing solar sales and marketing processes.
- A list of popular solar design software tools used for different types of solar PV installation projects.
