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..
GO LIVE DATE: Q1 2019
SOLUTIONS:
- Sales Cloud
CHALLENGE
As a business that relies on increase solar adoption and sales to grow, All American Solar realized they needed a CRM product that:
- Was Easy to Maintain and Scalable
- Provided Reports on
- Sales Progress
- Project Installation Updates
- KPIs
- Overall ROI
SOLUTION
VALiNTRY360’s “Quick Start” program delivered:
- Baseline Lead Management and Opportunities Processes
- Standard and Custom Field Configuration for Leads, Contacts, Accounts, and Opportunities
- Creation and Segmentation of Contacts, Accounts, Record Types, Users, and Roles
- Bidirectional Synchronization of customer’s Gmail via Salesforce Lightning for Gmail
- Reporting via Standard Dashboards
- Four (4) hours of on-site training
RESULTS
Increase in quarterly growth YOY sales growth after implementation
Easier and more efficient opportunities and sales metrics reporting
VALiNTRY360 went above and beyond to ensure our switch to Salesforce seamless and painless. They tailored Salesforce to fit our needs and wants and walked us through every step of the process. We could not be happier with the result!
Christine Spencer
General Manager