To ensure the automation of your business processes, it is important to enter in key information when first setting up your company’s Solar eCRM system. Company details, user accounts and product details all have to be specified. It is a way of making your Solar eCRM your own. You are determining that the system operates the way you want it to, for you and every one of your users.
The more information you enter when setting up your company, the more accurate and efficient your system’s functioning will be. Follow the steps as below;
1.
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There are a number or quote templates in-built into the system that you can choose from and start sending to customers from the get-go. Your company’s logo will already appear on these quotes. You also have the opportunity to fully customise quotes to be consistent with your companies branding.
It is important to update your STC (small-scale technology certificate) price regularly. As the STC appears on any quote you send out, in the form a rebate, updating your STC price ensures that you are quoting systems at a price that optimises your profit.
To ensure effective automation it is practical to have: System Administrator, Admin, Sales Agency, Sales Agent and Installer accounts. It is possible to have less accounts then this but we have had the best results with the current process.
No problem, you can upgrade your account at any time. Just give the Solar eCRM team a ring or email and we will do the rest for you. We also understand if you wish to downgrade your account, just contact us and we will assist you.
After each month you will be billed (the amount you will charged will be dependent on which account type you hold). Final prices will include GST (if applicable).
Solar eCRM automates all the paperwork involved in installation for you! Job packs are sent to installers with the customer’s site details to minimise mistakes. Connection forms are ready to be submitted to ensure that your customer gets the most out of their solar system.
Solar eCRM is an ‘off the shelf’ system. We have done all of the hard work making sure that every feature in Solar eCRM exists to benefit solar businesses. The system however remains very flexible with options to customise certain aspects of the system to be in line with how your business operates.
You can try out the full version of Solar eCRM to see if it suits your companies’ needs. Simply sign up for the plan of your choice and enjoy unlimited access for the first month. We will only charge you at the end of the month if you are completely satisfied and want to continue!
SOLAR ECRM USES MATURE CLOUD HOSTING SERVICES AND IN THE FIVE YEARS WE HAVE NOT HAD ANY DATA LOSS. HOWEVER IT IS CUSTOMERS AND USERS RESPONSIBILITY TO HAVE THEIR OWN BACKUPS FOR USE IN THE EVENT OF DOWN TIME AND SOLAR ECRM ACCEPTS NO RESPONSIBILITY FOR DOWN TIME, DATA LOSSES ETC AS PER THE TERMS OF USE.
