Founded in 2008, the client is an A+ rated leading solar company based in the USA. They offer customized solar solutions to residential owners, helping them to go green and taking charge of their personal energy consumption expenditures. Since 2016, JT has been a part of the team to automate their business processes - sales, finance, and others for a better customer experience. 

Using Technology For Quick And Accurate Sales Proposals Using Technology

The client was scaling their sales team, they needed the ability to generate accurate sales proposals consistently with detailed return on investment for their customers. After understanding the problem, we built a web-based solution that would download high-resolution rooftop imagery for a given house and using NREL's API, took the sunlight, and weather data into consideration. The system also integrated with utility data and using SAM's models in C++, built an accurate system that would predict the system production. 

Financing Solar Systems with Just a Click

Once the sales associate would convinced the customer to buy, the customer would often look for financing options. They wanted to see various financing options from multiple lenders. We integrated two leading solar financing banks into the workflow. Once the sales proposal was accepted by the customer, with a click of a button, the sales rep can initiate a credit check as well as a loan application for the solar system.

Easier Data Management and Navigation

As the number of solar installations increased, we worked with the operations team as well. We built an async engine to sync all the data from the application to Zoho CRM as the operations team was largely on it.

Simplifying Sales Commission

The team would spend an average of 1-2 days a week in order to calculate the sales commission for their sales, not to mention the custom commission calculations for various sales teams.