Connecting Solar Design Tools with your Lead Pipeline

Sales representatives should not have to waste time manually re-typing roof measurements, system capacities, and panel layouts from design software into their sales CRM. When design tools and sales systems operate in separate silos, manual entry errors increase and proposal deliveries are delayed.

Integrating your engineering design applications directly with your customer database solves these issues. When your design tools connect with your sales workflows, engineering dimensions immediately update the sales pipeline and create the client's proposal. This ensures that quotes match site realities.

Automating the quotation process

Linking your layout designs and shading reports to your customer files helps you quickly generate custom bills of materials, tax calculations, and ROI projections. This saves hours of manual work and creates highly professional estimates for buyers.

Additionally, when the layout changes, the pricing adapts instantly. This flexibility helps sales reps answer customer design adjustments on-site or during remote consultation sessions without delay, keeping the sales process moving forward.

• Import roof layouts and structural drawings directly into the customer file.
• Automatically calculate system capacity based on structural dimensions.
• Generate detailed bills of materials from panel layout designs.
• Deliver pricing sheets and project layouts to customers via WhatsApp.

By streamlining the flow of data between design and sales teams, you can respond to leads faster, eliminate double entry, and build more accurate proposals. It makes your engineering and sales operations highly productive.