Wielding CRM For Solar Leads & Sales

Solar is hot. Literally!

Not just because it makes energy from the giant ball of fission in the sky, but also because the industry is on fire with a mix of consumer interest, technological innovation, and government subsidies.

But that also means there’s a lot of competition in the space.

Starting and maintaining a solar company requires a lot more effort today than it did 5 years, 3 years, even 1 year ago.

This makes it increasingly important to get and close more leads for your solar business.

Getting More Solar Leads With CRM

If you put your mind to it, there are plenty of ways to get leads:

  • Print ads
  • Mailers
  • Word of Mouth
  • Radio & TV ads
  • Paid search ads
  • Search engine marketing
  • Video & social media
  • Canvassing
  • Customer referrals

And plenty more.

But all of these can not only be enhanced, but they can be accelerated thanks to software tools available today.

For instance, you can use canvassing software like Sales Rabbit or Spotio to track your progress and knocking efforts.

In the case of using CRM for solar leads, you end up with an all-inclusive way to track your leads through your sales funnel, keep an eye on your various lead sources, and measure close rates from your sources to know where you can best invest for growth.

Lead Management < Customer Relationship Management

The other thing about using CRM for solar leads is that CRM isn’t just about the “lead”. In reality, a true CRM will help you manage your relationship with your customers before, during, and after the sale.

For instance, if you’re using JobNimbus as your solar CRM, you have:

  • A sales pipeline report for knowing how you’re doing in terms of close rates and seeing them in relation to your sales reps
  • A lead source report to know how each lead source is performing for you and which are bringing the best or worst leads
  • And custom reports on the fly that can tell you all the details in between.

This informs your sales team with their progress, the sales managers with actionable insights on how to improve, and the owners with the metrics they need to keep their solar business growing.


With all of these tools at your side, wielding a CRM goes way beyond being a “nice to have.”

This increasingly competitive market will require you to take make every move count. With a CRM for solar leads tracking and management, you’ll be able to be head and shoulders above the competition and will sell more and more each year.

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Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

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