Why Is a Solar CRM Important?

Many solar companies of various sizes are either using a CRM that is an out-of-the-box option, not designed for the solar industry, or are not using a CRM at all. Both of these can be very detrimental to your workflow, and in the end, can wind up costing you more money.

One of the best things about utilizing Janus as your CRM is that it is customized not only for the solar industry but for your company as well. This means from the very first interaction with a home or business owner interested in solar, you are collecting and managing the right data.

For instance, at the leads stage of a customer acquisition, you want to make sure you qualify these leads with certain data sets. Other CRMs don’t or aren’t able to include things like kWhs used per month by the home, data that is extremely useful for solar companies. Another data point that was not being included by non-solar CRMS that left us stunned is the facing of rooftops, again, extremely important data for a CRM when it comes to solar.

Another thing that we find extremely unique when it comes to solar is the long cycle that occurs for a single solar installation. One of our clients, for instance, has a nearly 5 month cycle in one specific neighborhood for an installation. Between permitting, HOAs, city inspections and other loopholes, these installations cycles are long, even for a solar installation.

Solar companies need a CRM that can handle this many moving parts and this many consumer touches. Other bulkier CRMs are simply not equipped to handle this or even have the correct fields to manage them. This led to things falling through the cracks, information being lost and ultimately, home and business owners becoming upset.

With Janus, we made sure that we are dynamic and able to fit the unique needs not only of the solar industry, but also of each unique company. With every Janus system, we make sure that the system fits your needs and style of working.

Sign up for the Janus demo and see how we can fit the unique needs of your solar company with a CRM and Project Management system made for the solar industry.