The Contact Relationship Management platform in SolarPlus is linked to workflows that help you manage your solar sales and installation business.
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Did you know you can connect SolarPlus to almost any external CRM for marketing, job management, etc without coding via Zapier OR create your own integration with our comprehensive API supporting loads of integration options? |
Structure
Contacts are the top-level CRM record.
Each Contact may have multiple Quotes and these quotes can be duplicated to produce variations and then compared before a final quote is sent to the client.
Each Contact may have quotes for Multiple Sites
The Contact record remains the same for any quote, but staff assignments related to each quote may be unique to that quote.
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There are 3 statuses that apply to contacts:
Status | Colour | Meaning / automated trigger |
|---|---|---|
Lead |
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Yellow | customer has not approved a quote | |
Active |
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Green | customer has approved a quote | |
Closed |
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Grey | a user has marked the contact as Closed by clicking the “Close contact and Reject Quotes” button on the CRM page. |
Quote status
There are 6 statuses that apply to quotes:
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. The Quote status is usually updated automatically when an action is taken. For example, when you send a quote from SolarPlus, the status automatically changes from Draft to With Customer.
You can also update the quote status manually in the quote management sidebar. Click the menu briefcase icon at on the top right left of the screen to access the sidebar.
Status | Colour | Automated trigger | Numerical code |
|---|---|---|---|
Draft | red | Initial status when quote is created | 0 |
With customer | yellow | Quote is sent by email from Send page | 2 |
Approved | green | Customer signs the acceptance page | 1 |
Rejected | black | If another quote for the customer is accepted and option ‘reject other quotes’ is selected | 3 |
Completed | blue | Commissioning page is saved | 4 |
Modified | purple | Quote is created via ‘create modified quote’ | 5 |
Pipeline Stages
Pipeline stages refer to the various steps or phases that a deal or opportunity goes through in the sales process. The pipeline stages can be customised to align with your organisation’s specific sales workflow. While the exact names and number of stages may vary depending on your setup, here are some common examples of pipeline stages:
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Within any quote or install workflow you can view contact information, duplicate any quote for this contact or handoff the quote/job. The handoff function allows you to pass a quote to another team member for them to follow up in their particular job role.
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Click on the briefcase in the top left of the screen
Click Handoff Quote
Select the team member and role, then click Notify.
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Communication
The communication section shows a record of any emails sent to your customer via SolarPlus. The email status show shows you whether the email has been delivered, opened, or clicked.
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Open the Contact CRM page for the customer in question.Create a duplicate/new quote for that customer
Click the green Create A Quote button and select New Site
Go to the Energy page
Edit the “Site address” field
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