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Renewables and installation industry

Digitalising sales processes in the renewables industry

Digitalisation of lead handling, quoting, contracts and order fulfilment in the renewables industry. Run an installation company? See how we can help digitalise the processes in your organisation.

SalesWizard CRMQuoting automationElectronic signatureSales settlements
Digitalising sales processes in the renewables industry
PhotovoltaicsHeat pumpsAir conditioningEnergy storageHeat storagePDF quotingElectronic signatureNetwork settlementsSolarCRMPhotovoltaicsHeat pumpsAir conditioningEnergy storageHeat storagePDF quotingElectronic signatureNetwork settlementsSolarCRM

Digitalisation of the renewables and installation industry

The installation industry — photovoltaics, heat pumps, air conditioning, energy and heat storage — has been growing steadily for several years. Despite financing difficulties, more and more private and corporate clients decide to install independent energy sources.

A growing, highly competitive market calls for automated sales and client service. See how 4B Systems helps the renewables industry digitalise both.

Lead handling

A central database of enquiries from Facebook, Google, landing pages and the company website.

Quoting

Standardised PDF quotes generated from a product basket or an installation calculator.

Online contracts

Signing contracts with the Autenti electronic signature — no sales visit needed.

Installations and service

Funnels for orders, installations, service and complaints in one system.

OZE-CENTRUMCase study

OZE-CENTRUM — renewable energy sources

Read our client's case study — OZE-CENTRUM. From scattered enquiry handling to a single CRM with standardised quoting — three stages of the rollout.

1The problem

Managing the quoting process and client service

The problems typical of the industry that OZE-CENTRUM came to us with.

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✓Renewable installations offered in a brokerage model ✓The sales team works both in the field and from the office ✓No standardised way of quoting ✓Client enquiries handled without a central system
2The solution

A CRM deployment modified for renewables

OZE-CENTRUM chose SalesWizard CRM with unique modifications adapting the system to the industry's expectations.

✓A central database of enquiries from every source ✓Orderly funnels: enquiries, quotes, contracts, installations ✓VAT handled separately for businesses and consumers, PDF quotes ✓Bulk price changes on installations and product filtering
3Benefits

Control over sales and reporting

The results the company achieved after implementing SalesWizard CRM.

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✓Enquiries and requests gathered in one place ✓Standardised processes across funnels and statuses ✓Autenti electronic signature - faster contracts ✓Full reporting on the sales team's work
Rated 5 out of 5

"We decided to roll out SalesWizard CRM in our company. We brought order to the basics: contact handling, client service and quoting. We are still working on it to make the solution a perfect fit for us."

Sebastian BerłowskiSebastian BerłowskiCEO, OZE-CENTRUM

A good CRM needs continuous development

Fierce competition in the renewables and installation market forces companies to optimise their employees' work digitally. Most of them sell in a similar way: enquiries go to field sales reps who then arrange meetings with the prospect.

Poor meeting reporting and manual quoting make it impossible to scale the business or measure what individual employees achieve. Centralising sales in a single CRM gives you full visibility and control — including whether the money spent on marketing campaigns is working.

Questions and answers

Renewables took the Polish energy market by storm in 2020. With energy prices rising, Poles started upgrading their homes to bring energy costs down.

Photovoltaic installations, building insulation upgrades, heat pumps replacing old coal boilers, and heat and energy storage are being bought more and more often. Companies in the sector have started digitalising their internal and sales processes intensively to keep up with the growing demand.

What our clients ask for most often is a CRM that handles leads (contacts and enquiries), communication with prospects, scheduling meetings, quoting and signing contracts (or generating pre-filled contract templates), client payment settlements and settlements across the sales network.

All of these processes can run in software built by our team — SolarCRM and SalesWizard CRM.

We have two solutions for the renewables industry. SolarCRM is a CRM with quoting based on a photovoltaic calculator — the final price in the quote comes from a programmed calculator whose algorithm can be adapted to the client's requirements.

In SalesWizard CRM the quote comes from a basket of products or services added to the order — not from a calculator, but from specific items: photovoltaic components or complete sets. Which one you choose is up to you; each system has its strengths. To get to know both, book a free demo.

Start digitalising today

Don't put off your company's digital transformation. Without it, further growth may simply not happen. Call us and let's talk about your project.