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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