The Contact Relationship Management platform in SolarPlus is linked to workflows that help you manage your solar sales and installation business. The CRM is the central record of Contacts with their contact and personal details along with any Custom Fields you may have created for them.
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?
See more at Integrations - connecting your world
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.
Contact Details
The Contact page is a snapshot of your dealings with the customer. You can see:
Contact info
Quotes created for this contact showing status colour icons, key indicators, links, and actions.
Emails sent (quotes, handover manual, job pack)
Call logs (manually created)
Job handoff history (between users on SolarPlus)
Files uploaded
Calendar events (if the Google calendar is synced)
New quotes can be created from this page, or an existing quote duplicated for variation.
Appointments can be scheduled.
Files such as PDFs can be added such as a final approved quote and performance report.
Contact Status
There are 3 statuses that apply to contacts:
Lead - customer has not approved a quote
Active - customer has approved a quote
Closed - 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:
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 icon at the top right of the screen to access the sidebar.
Customer Rep / Contact Owner
The person who creates a new quote is automatically assigned as the Customer Rep. You can transfer the customer to other team members using the customer sidebar, or on the Contacts Page.
The Contacts list view allows you to assign multiple contacts to another user and set them as Customer Rep for the contact and for any quotes.
Customer List Sidebar for quick-view and Handoff
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.
Communication
The communication section shows a record of any emails sent to your customer via SolarPlus. The email status show you whether the email has been delivered, opened, or clicked.
Email statuses
Delivered - the recipient has received the email in their inbox
Open - the recipient has opened the email
Click - the recipient has clicked on the link to the quote acceptance page
Custom Contact Fields
You can add your own custom fields to the contact record. This can be useful to capture any customer-specific information to pass on to the system designer, or to group your customers and evaluate your business' performance. To do this:
In the Admin menu, under Settings, click on Custom Contact Fields
Click + Create Custom Field
Select the field type, apply any validation if required, add a label and even a default value.
Click Submit.
You can create a list of your contacts according to your Custom Field Categories. For example you may wish create a custom field called “maintenance” for everyone who has requested a maintenance visit. To create a list of all customers requiring maintenance,
Go to the Contacts page
Click Advanced Search
Select the ‘Maintenance’ custom category you created and click Search.
Lead Source
Use this to record how a customer found out about your business, and evaluate the success of your marketing.
To add sources that are not already on the list,
In the Admin menu, click on Page Settings
Enter the name of the new lead source and click Create
Click in the Add/remove Lead Source Entry, select the new source
Click Update List
Contact Lists
Click on the Contacts link at the top left of the page to view all your contacts. From here you can filter contacts according various attributes, including Status, Categories, creation date, and any Custom Fields you have created.
Import and Export Contact Lists
You can import and export your contacts lists in .csv format at the top of the Contacts Page. When importing a contacts list, please be sure to check that your list has the required fields and that the spelling of the field names match those used in SolarPlus.
Add label