Solar Power Installer

Industry

Solar Installation and Sales

HQ

Vero Beach, FL

Employees

15

Office

1

Introduction

A growing Solar Company in Vero Beach realized that their processes and systems weren’t keeping up with their pace of growth. Their sales team was tracking leads on a spreadsheet, management had no visibility into the sales pipeline and operational workflows relied on paper forms, manual data entry and siloed systems. They realized that to becompetitive and more profitable, they needed to digitize their workflows. They retained TechOps Partners to help implement a highly customized CRM, digitize the handoff between sales and installation, and develop a custom integration to connect the CRM with Quickbooks.

Problem

The Solution

Benefits