Case Study: All American Solar
Solar Panel Distributor and Installer Uses Sales Cloud to Grow Fast
From residential solar-powered water heaters and pool heaters to complete commercial solar power systems, All American Solar delivers a variety of money-saving solar energy solutions to client across the U.S
SOLUTIONS:
- Sales Cloud
GO LIVE DATE: May 2019
Challenge
As a business that relies on increase solar adoption and sales to grow, All American Solar realized they needed a CRM product that:
- 1. Was Easy to Maintain and Scalable
- 2. Provided Reports on
- a. Sales Progress
- b. Project Installation Updates
- c. KPIs
- d. Overall ROI
Solution
VALiNTRY360’s “Quick Start” program delivered:
- 1. Baseline Lead Management and Opportunities Processes
- 2. Standard and Custom Field Configuration for Leads, Contacts, Accounts, and Opportunities
- 3. Creation and Segmentation of Contacts, Accounts, Record Types, Users, and Roles
- 4. Bidirectional Synchronization of customer’s Gmail via Salesforce Lightning for Gmail
- 5. Reporting via Standard Dashboards
- 6. Four (4) hours of on-site training
Results
Increase in quarterly growth YOY sales growth after implementation
