CRM for a photovoltaic company

Published: 23.12.21CRM

The Firmao system is designed to support your company’s processes. Firmao is successfully used by many companies in the photovoltaic industry, both in customer service, sales and PV installation activities.

If you are wondering how the Firmao system helps you to run this type of business, read the article below and learn more about the key areas of the photovoltaic industry!

What is photovoltaics?

Photovoltaics – is a field that deals with the conversion of sunlight into electricity using the photovoltaic phenomenon. It is one of the industries, which is currently experiencing intensive development and it is expected that in the near future will be increasingly common. At the end of 2006, 1581 MW of photovoltaic panels were installed worldwide, with a cumulative capacity of 6890 MW. Five years later, in 2011, as many as 27,650 MW of solar cells have been installed and the cumulative capacity has grown to 67,350 MW.

Where to start?

The Firmao system helps employees control sales processes, manage the installation calendar, and service equipment. When implementing a CRM system in a photovoltaic company, it is necessary to create a customer database to which salespeople and installers will have access. It is important that every person working in the company has access to the necessary information and at the same time does not see all the strategic information. When starting to work in Firmao, make sure that the permissions given to employees are well thought out.

Clear schedule

A clear schedule of PV installation orders will allow you to control the distribution of your installers’ work, as well as to realistically estimate the installation time and avoid late arrivals for your employees’ appointments. Employees will have easy access to the list of orders for the day and it will be easier for them to perform their duties.

Sales process

The system allows you to create orders for necessary products from suppliers, as well as generate offers for your customers. You can create complete or variant offers for Polish or foreign contractors. Attach attachments to enrich the proposals. Firmao also allows you to issue different types of invoices such as vat invoice, advance payment invoice or proforma invoice. You will find all documents in one place, which will allow you to keep order and easy search for necessary information.

Customer information

CRM allows you to store all information about customer conversations, agreements, granted discounts, scheduled contact dates or issued documents. Firmao allows you to send and receive e-mails directly from the system. This makes correspondence and document sending even easier.

Hardware module

Equipment records will allow you to remember about maintenance dates. Adding equipment to the orders will allow you to manage the time of its work, and also avoid collisions, which is the use of one piece of equipment for several tasks at the same time.

The CRM system for photovoltaics will help you run and manage your business and increase customer satisfaction. Try out Firmao for 14 days and talk to our analysts who will help you implement the solution and adjust it to your needs.

Author Avatar Sebastian Czubak

Chief Operating Officer. Responsible for overseeing all aspects of the company's operational activities. He has extensive experience in the CRM software industry and successfully leads teams in product development, marketing, sales, and customer service. He is responsible for building knowledge and awareness of Firmao among customers.

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