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


  • Sales Cloud
GO LIVE DATE: May 2019



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



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


Increase in quarterly growth YOY sales growth after implementation
Easier and more efficient opportunities and sales metrics reporting