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"Nutshell är både enkelt och kraftfullt

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Unlock Your Solar Business’s Potential with the Ultimate CRM

In the fast-growing solar industry, a top-notch CRM platform is a must-have. As renewable energy gains momentum worldwide, efficient lead, project, and customer relationship management are vital. 

Nutshell offers the tools you need to stay organized, enhance your sales process, and capitalize on emerging opportunities. An efficient solar CRM like Nutshell makes your work easier while helping you stand out in the booming solar market.

GRATIS PROVPERIOD KONTAKTA FÖRSÄLJNINGSAVDELNINGEN

Key benefits of using a solar CRM

Choosing the best CRM for solar companies involves pinpointing features that address the industry’s unique needs. Understanding the various features available can help ensure your solar CRM supports your workflows and requirements.

A successful solar business must balance numerous aspects, including sales, marketing, project management, services, and customer support. With multiple processes to manage, it’s essential for your solar business to stay organized for successful growth.

With a CRM like Nutshell, you can oversee all aspects of your solar business from a single platform, eliminating the hassle of accessing multiple documents, folders, and spreadsheets.

Integrating a solar CRM solution within your organization offers several significant benefits, such as:

  • Streamlined lead management: Track and manage leads efficiently through every sales pipeline stage, from initial contact to conversion.
  • Enhanced customer interaction: Execute targeted marketing campaigns and personalized emails to engage your customers effectively.
  • Automated tasks: Reduce manual effort by automating routine tasks and processes, minimizing the risk of errors and freeing up time for strategic activities. 
  • Data-driven insights: Access detailed analytics and reports that uncover business trends, highlight gaps, and facilitate informed decisions.
  • Improved team collaboration: Enable team members to access and update customer information, track interactions, and share insights in real time.

Essential CRM features for solar companies

Solar companies should maintain a comprehensive, well-organized CRM database that includes potential customers from the public sector, private sector, or individual consumers. Your CRM should empower your solar business’s sales team to navigate the sales cycle confidently and easily.

With the right solar CRM in place, you can improve sales team efficiency, project and service team productivity, and support team relationship-building efforts. When implemented correctly, your solar CRM software should encourage positive customer experiences and influence long-term business growth.

Nutshell offers a host of features ideal for supporting your solar energy business, from lead management to customer engagement, project workflows, and more. Here is how Nutshell’s features can benefit your solar company:

Pipeline management to track and convert leads with ease

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Due to the significant financial commitment involved, the sales cycle can be lengthy for both B2B and B2C solar energy businesses. Your sales team must track the current status of leads and nurture them effectively to maximize the chances of conversion.

With Nutshell’s comprehensive pipeline management features, you can:

  • Monitor and manage leads using customizable, user-friendly methods.
  • Monitor the general health of your pipeline in terms of leads won, lost, and more.
  • Prioritize and categorize leads based on their potential to close the deal.
  • Identify potential issues in your sales process by spotting where leads may get stuck or fail to progress through your funnel.

Task automation to support and empower your team

Försäljning via e-post

With so many tasks and activities to oversee throughout the customer life cycle, limiting your non-core tasks and focusing on vital customer-centric activities is essential. 

At Nutshell, we want you to spend more time on strategic decision-making and enhancing customer experiences while your CRM system handles repetitive tasks and follow-ups.

With Nutshell’s sales automation features, you can:

  • Streamline your process by automatically moving leads through your sales pipeline, reducing time spent on non-selling activities.
  • Leverage Nutshell Campaigns for seamless automated drip sequences that keep your leads engaged.
  • Guide your solar reps with clear tasks and reminders, speeding up onboarding and ensuring timely follow-ups.
  • Effortlessly capture and collect lead data from your website using Nutshell Forms and Nutshell Landing Pages.

Email marketing campaigns to set you apart from the competition

en skärmdump av ett e-postmeddelande från Charles Berry till Ann New

Effective marketing is essential to differentiate yourself in any industry, including the solar sector. Your message should resonate and remain relevant to connect with potential and current solar clients. Email marketing is a powerful tool for achieving this.

With Nutshell’s email marketing campaign features, you can:

  • Capture your buyers’ attention at every stage of your sales funnel and beyond.
  • Send automated drip sequences to ensure prospects, leads, and customers remain engaged, and conversations continue.
  • Track email replies and views to gauge campaign effectiveness and avoid spam issues by monitoring email frequency.
  • Utilize a range of email templates to save your solar team time and streamline efforts.

Reporting and analytics to evaluate and optimize performance

In the solar industry, you need a CRM that highlights what’s working, pinpoints areas for improvement, and helps you decide when to move on from unproductive efforts.

With Nutshell’s powerful reporting and analytics features, you can:

  • Monitor and compare your sales performance against previous periods.
  • Evaluate product and team member performance to identify what’s thriving and what needs improvement.
  • Forecast sales trends and plan accordingly.
  • Analyze lost deals and investigate why leads may not progress or are lost.
  • Present data professionally with Nutshell’s downloadable, presentation-ready report charts.
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Nutshell är det bästa värdet för pengarna. Mångsidigheten och funktionaliteten gör det till en mycket enkel och kraftfull produkt att använda.

Mark M. Southwestern Scale Co.

Jag har tidigare använt Act, Goldmine och Salesforce, och jag har funnit att Nutshell var enklast att komma igång med och att ställa in anpassade fält. Jag skulle rekommendera Nutshell till andra som är intresserade av ett CRM-system som är lätt att lära sig och navigera i.

Craig C. Thermal-Tec

Vi lämnade Hubspot för Nutshell eftersom Hubspot var för komplext. Nutshell gör programvara för människor.

Daniel H. EOS

När vi utvärderade CRM-system var den enda avgörande faktorn mellan Nutshell och Salesforce uppkopplingstid och pris. Nutshell vinner på båda punkterna (med stor marginal). Salesforce kostade 10 gånger så mycket per månad för det vi ville ha.

Jason C. Arrow Container Corp

Elevate your solar company with powerful CRM integrations

CRM integrations are crucial for the growth of your solar company. Connect your CRM software with the other tools in your solar tech stack to gain valuable insights, improve efficiency, and make informed decisions that will help your business thrive.

  • Communication integrations: Effective communication with your team, leads, and loyal customers is vital. Nutshell’s communication app integrations enable you to initiate phone calls, start virtual meetings, and initiate webchats directly from your CRM contact records.
  • Accounting integrations: To streamline your sales process, integrate your CRM with compatible accounting platforms. This integration simplifies invoice creation, payment tracking, and financial reporting, making your operations more efficient.
  • Contact and proposal integrations: Nutshell’s contract and proposal integration options allow you to store all your important contract and proposal documents in one place.
  • Email, calendar, and contact sync integrations: This integration enables you to manage your upcoming meetings and sync all communications within a single platform.
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Why Nutshell is the best CRM software for solar businesses

In a solar business, managing various tasks efficiently is crucial. Using the right software can streamline your operations and help you reach your business goals. It’s essential that your team uses software that reduces repetitive tasks, enabling them to focus on core responsibilities and drive sales and growth.

Nutshell provides just that—handling routine administrative tasks so you can concentrate on crafting optimal solar solutions for your clients, securing the best deals, and delivering a seamless customer experience.

By choosing Nutshell as your solar CRM, you equip your team with:

Men ta inte bara vårt ord för det

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like yours achieve and exceed their goals!

Välj den bästa planen för ditt team

Faktureras årligen
Faktureras månadsvis

An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

Ingår i alla planer...

  • Unlimited storage, contacts & accounts
  • Kontakthantering och tidsramar för kommunikation
  • Synkronisering av e-post och kalender
  • Anpassningsbar enskild försäljningspipeline
  • Customizable single sales pipeline (100 open leads limit)
  • Och mer
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Allt i Foundation, plus...

  • Activity and Email reports
  • Sales and Activity quotas
  • Mål för pipeline-stadiet
  • Up to 25 custom fields
  • No active leads limit
  • Och mer
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

42 USD per användare och månad

Everything in Growth, plus…

  • 5 customizable pipelines
  • Automatisering av försäljning
  • Personal email sequences email sequences
  • Fullständig rapporteringssvit, inklusive aktivitets-, tratt- och prognosrapporter
  • Meeting scheduling software (lite version)
  • Och mer
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

59 USD per användare och månad

Allt i Pro, plus...

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • Och mer
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

79 USD per användare och månad

Everything in Business, plus…

  • Obegränsade pipelines
  • Unlimited custom fields, teams, currencies and territories
  • Skrivskyddad SQL-åtkomst
  • API-stöd
  • Och mer
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When you choose Nutshell as your solar business CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

LÄR MER

Level up with the best CRM for solar business

Nutshell provides industry-leading features and top customer support to enhance the productivity and efficiency of your solar business. We help streamline your sales process, automate sales tasks, and nurture leads – all from a single platform.

Discover what Nutshell has to offer your solar business and sign up for a 14-day free trial—no credit card needed. If you prefer, contact our sales team to discuss your needs, learn more about our offerings, and get answers to any questions you may have.

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