Top 5 CRMs for Solar Installers

Anyone running a home service business will likely agree on one thing: lead generation represents the lifeblood of their business.

A Customer Relationship Management (CRM) software is as vital to home improvement contractors as it is to any other field service professional. A CRM is a program that manages customer relationships, and help find new customers, manage their leads, and track the progress of their projects. A CRM also helps home improvement contractors understand their clients better by giving them insights into who they are, what they want, and how much they’re willing to spend.

A good CRM puts a home improvement contractor firmly on the fast lane to success. This article will briefly hit all the high points of what a good CRM must have, some major benefits of using one, and then look at the six best CRMs for home improvement contractors.

4 Essential Features of a Good CRM for Home Improvement Contractors must have

Client management

Home improvement contractors are often on the go. They may be in different cities, states, and even countries, so staying up to date with their clients is a challenge. A CRM can help them manage their clients and stay organized. With a CRM, contractors can stay organized and manage client interactions by making use of key features such as contact management, project management and invoicing. This can help them stay productive even when they’re away from home.

Optimize lead value

A good CRM system should be up to the task of managing the customer relationship process and keeping track of marketing efforts. A CRM optimizes the lead’s journey by capturing data, improving communication, and providing insight into customer needs. Rather than relying on a data-driven marketing approach, which may take too long or not provide quantifiable results, CRM software allows home improvement contractors to efficiently manage the concerns of their entire sales pipeline. This allows them to organize their campaign, measure response rates, and avoid burning resources on campaigns that are not working. It lays the foundation for a proper multichannel contact strategy to create more value for their leads and ensure better service for their clients.

Project tracking

Project tracking is an important feature in CRM software for home improvement contractors. It enables the contractor to keep track of the progress and success of each project with ease. The software gives the contractor a clear and concise overview of their projects and provides them with tracking and reporting capabilities. It also keeps track of the team members and clients, ensures the completion of tasks, and prevents delays from arising in the future.

Scalability potential

As home improvement contractors and firms grow their business, their CRM of choice should be able to keep up. The scalability potential of CRM software is one of the most essential factors that every home improvement contractor should look for in their CRM. A good CRM won’t buckle under the pressure and continue to help them manage their projects efficiently.

Understanding Leads: Different Types of Solar Leads

Anyone running a home service business will likely agree on one thing: lead generation represents the lifeblood of their business.

A Customer Relationship Management (CRM) software is as vital to home improvement contractors as it is to any other field service professional. A CRM is a program that manages customer relationships, and help find new customers, manage their leads, and track the progress of their projects. A CRM also helps home improvement contractors understand their clients better by giving them insights into who they are, what they want, and how much they’re willing to spend.

A good CRM puts a home improvement contractor firmly on the fast lane to success. This article will briefly hit all the high points of what a good CRM must have, some major benefits of using one, and then look at the six best CRMs for home improvement contractors.

4 Essential Features of a Good CRM for Home Improvement Contractors must have

Client management

Home improvement contractors are often on the go. They may be in different cities, states, and even countries, so staying up to date with their clients is a challenge. A CRM can help them manage their clients and stay organized. With a CRM, contractors can stay organized and manage client interactions by making use of key features such as contact management, project management and invoicing. This can help them stay productive even when they’re away from home.

Optimize lead value

A good CRM system should be up to the task of managing the customer relationship process and keeping track of marketing efforts. A CRM optimizes the lead’s journey by capturing data, improving communication, and providing insight into customer needs. Rather than relying on a data-driven marketing approach, which may take too long or not provide quantifiable results, CRM software allows home improvement contractors to efficiently manage the concerns of their entire sales pipeline. This allows them to organize their campaign, measure response rates, and avoid burning resources on campaigns that are not working. It lays the foundation for a proper multichannel contact strategy to create more value for their leads and ensure better service for their clients.

Project tracking

Project tracking is an important feature in CRM software for home improvement contractors. It enables the contractor to keep track of the progress and success of each project with ease. The software gives the contractor a clear and concise overview of their projects and provides them with tracking and reporting capabilities. It also keeps track of the team members and clients, ensures the completion of tasks, and prevents delays from arising in the future.

Scalability potential

As home improvement contractors and firms grow their business, their CRM of choice should be able to keep up. The scalability potential of CRM software is one of the most essential factors that every home improvement contractor should look for in their CRM. A good CRM won’t buckle under the pressure and continue to help them manage their projects efficiently.

3 Reasons to Text Your Solar and Home Improvement Leads First

Anyone running a home service business will likely agree on one thing: lead generation represents the lifeblood of their business.

A Customer Relationship Management (CRM) software is as vital to home improvement contractors as it is to any other field service professional. A CRM is a program that manages customer relationships, and help find new customers, manage their leads, and track the progress of their projects. A CRM also helps home improvement contractors understand their clients better by giving them insights into who they are, what they want, and how much they’re willing to spend.

A good CRM puts a home improvement contractor firmly on the fast lane to success. This article will briefly hit all the high points of what a good CRM must have, some major benefits of using one, and then look at the six best CRMs for home improvement contractors.

4 Essential Features of a Good CRM for Home Improvement Contractors must have

Client management

Home improvement contractors are often on the go. They may be in different cities, states, and even countries, so staying up to date with their clients is a challenge. A CRM can help them manage their clients and stay organized. With a CRM, contractors can stay organized and manage client interactions by making use of key features such as contact management, project management and invoicing. This can help them stay productive even when they’re away from home.

Optimize lead value

A good CRM system should be up to the task of managing the customer relationship process and keeping track of marketing efforts. A CRM optimizes the lead’s journey by capturing data, improving communication, and providing insight into customer needs. Rather than relying on a data-driven marketing approach, which may take too long or not provide quantifiable results, CRM software allows home improvement contractors to efficiently manage the concerns of their entire sales pipeline. This allows them to organize their campaign, measure response rates, and avoid burning resources on campaigns that are not working. It lays the foundation for a proper multichannel contact strategy to create more value for their leads and ensure better service for their clients.

Project tracking

Project tracking is an important feature in CRM software for home improvement contractors. It enables the contractor to keep track of the progress and success of each project with ease. The software gives the contractor a clear and concise overview of their projects and provides them with tracking and reporting capabilities. It also keeps track of the team members and clients, ensures the completion of tasks, and prevents delays from arising in the future.

Scalability potential

As home improvement contractors and firms grow their business, their CRM of choice should be able to keep up. The scalability potential of CRM software is one of the most essential factors that every home improvement contractor should look for in their CRM. A good CRM won’t buckle under the pressure and continue to help them manage their projects efficiently.

Solar Leads and Appointments Buying Guide

Anyone running a home service business will likely agree on one thing: lead generation represents the lifeblood of their business.

A Customer Relationship Management (CRM) software is as vital to home improvement contractors as it is to any other field service professional. A CRM is a program that manages customer relationships, and help find new customers, manage their leads, and track the progress of their projects. A CRM also helps home improvement contractors understand their clients better by giving them insights into who they are, what they want, and how much they’re willing to spend.

A good CRM puts a home improvement contractor firmly on the fast lane to success. This article will briefly hit all the high points of what a good CRM must have, some major benefits of using one, and then look at the six best CRMs for home improvement contractors.

4 Essential Features of a Good CRM for Home Improvement Contractors must have

Client management

Home improvement contractors are often on the go. They may be in different cities, states, and even countries, so staying up to date with their clients is a challenge. A CRM can help them manage their clients and stay organized. With a CRM, contractors can stay organized and manage client interactions by making use of key features such as contact management, project management and invoicing. This can help them stay productive even when they’re away from home.

Optimize lead value

A good CRM system should be up to the task of managing the customer relationship process and keeping track of marketing efforts. A CRM optimizes the lead’s journey by capturing data, improving communication, and providing insight into customer needs. Rather than relying on a data-driven marketing approach, which may take too long or not provide quantifiable results, CRM software allows home improvement contractors to efficiently manage the concerns of their entire sales pipeline. This allows them to organize their campaign, measure response rates, and avoid burning resources on campaigns that are not working. It lays the foundation for a proper multichannel contact strategy to create more value for their leads and ensure better service for their clients.

Project tracking

Project tracking is an important feature in CRM software for home improvement contractors. It enables the contractor to keep track of the progress and success of each project with ease. The software gives the contractor a clear and concise overview of their projects and provides them with tracking and reporting capabilities. It also keeps track of the team members and clients, ensures the completion of tasks, and prevents delays from arising in the future.

Scalability potential

As home improvement contractors and firms grow their business, their CRM of choice should be able to keep up. The scalability potential of CRM software is one of the most essential factors that every home improvement contractor should look for in their CRM. A good CRM won’t buckle under the pressure and continue to help them manage their projects efficiently.

How to Measure and Calculate Your Leads’ ROI

Anyone running a home service business will likely agree on one thing: lead generation represents the lifeblood of their business.

A Customer Relationship Management (CRM) software is as vital to home improvement contractors as it is to any other field service professional. A CRM is a program that manages customer relationships, and help find new customers, manage their leads, and track the progress of their projects. A CRM also helps home improvement contractors understand their clients better by giving them insights into who they are, what they want, and how much they’re willing to spend.

A good CRM puts a home improvement contractor firmly on the fast lane to success. This article will briefly hit all the high points of what a good CRM must have, some major benefits of using one, and then look at the six best CRMs for home improvement contractors.

4 Essential Features of a Good CRM for Home Improvement Contractors must have

Client management

Home improvement contractors are often on the go. They may be in different cities, states, and even countries, so staying up to date with their clients is a challenge. A CRM can help them manage their clients and stay organized. With a CRM, contractors can stay organized and manage client interactions by making use of key features such as contact management, project management and invoicing. This can help them stay productive even when they’re away from home.

Optimize lead value

A good CRM system should be up to the task of managing the customer relationship process and keeping track of marketing efforts. A CRM optimizes the lead’s journey by capturing data, improving communication, and providing insight into customer needs. Rather than relying on a data-driven marketing approach, which may take too long or not provide quantifiable results, CRM software allows home improvement contractors to efficiently manage the concerns of their entire sales pipeline. This allows them to organize their campaign, measure response rates, and avoid burning resources on campaigns that are not working. It lays the foundation for a proper multichannel contact strategy to create more value for their leads and ensure better service for their clients.

Project tracking

Project tracking is an important feature in CRM software for home improvement contractors. It enables the contractor to keep track of the progress and success of each project with ease. The software gives the contractor a clear and concise overview of their projects and provides them with tracking and reporting capabilities. It also keeps track of the team members and clients, ensures the completion of tasks, and prevents delays from arising in the future.

Scalability potential

As home improvement contractors and firms grow their business, their CRM of choice should be able to keep up. The scalability potential of CRM software is one of the most essential factors that every home improvement contractor should look for in their CRM. A good CRM won’t buckle under the pressure and continue to help them manage their projects efficiently.

6 Best CRMs for Home Improvement Contractors

Anyone running a home service business will likely agree on one thing: lead generation represents the lifeblood of their business.

A Customer Relationship Management (CRM) software is as vital to home improvement contractors as it is to any other field service professional. A CRM is a program that manages customer relationships, and help find new customers, manage their leads, and track the progress of their projects. A CRM also helps home improvement contractors understand their clients better by giving them insights into who they are, what they want, and how much they’re willing to spend.

A good CRM puts a home improvement contractor firmly on the fast lane to success. This article will briefly hit all the high points of what a good CRM must have, some major benefits of using one, and then look at the six best CRMs for home improvement contractors.

4 Essential Features of a Good CRM for Home Improvement Contractors must have

Client management

Home improvement contractors are often on the go. They may be in different cities, states, and even countries, so staying up to date with their clients is a challenge. A CRM can help them manage their clients and stay organized. With a CRM, contractors can stay organized and manage client interactions by making use of key features such as contact management, project management and invoicing. This can help them stay productive even when they’re away from home.

Optimize lead value

A good CRM system should be up to the task of managing the customer relationship process and keeping track of marketing efforts. A CRM optimizes the lead’s journey by capturing data, improving communication, and providing insight into customer needs. Rather than relying on a data-driven marketing approach, which may take too long or not provide quantifiable results, CRM software allows home improvement contractors to efficiently manage the concerns of their entire sales pipeline. This allows them to organize their campaign, measure response rates, and avoid burning resources on campaigns that are not working. It lays the foundation for a proper multichannel contact strategy to create more value for their leads and ensure better service for their clients.

Project tracking

Project tracking is an important feature in CRM software for home improvement contractors. It enables the contractor to keep track of the progress and success of each project with ease. The software gives the contractor a clear and concise overview of their projects and provides them with tracking and reporting capabilities. It also keeps track of the team members and clients, ensures the completion of tasks, and prevents delays from arising in the future.

Scalability potential

As home improvement contractors and firms grow their business, their CRM of choice should be able to keep up. The scalability potential of CRM software is one of the most essential factors that every home improvement contractor should look for in their CRM. A good CRM won’t buckle under the pressure and continue to help them manage their projects efficiently.

How to Overcome Customer Fears

Approaching a major home project like converting to solar is bound to create anxiety in most homeowners. As an installer, part of your job is to address any fears your client may have so that they are comfortable working with you.

Minimize Trust Issues with Open Communication

For most homeowners, converting to solar is unchartered territory. After all, it’s not having your floors redone or new windows put in. This is an area that requires educating a homeowner on what exactly will happen, how it’s beneficial for them, and why you are the best people to make it happen.

The fastest way to establish a positive working relationship is to explain the process from start to finish, including all aspects of going solar, not just the installation. Then, answer questions and be sure to be open and honest with your answers.

Be sure the homeowner knows what to expect and when to expect it.

Cost

Even people who are well-versed in having home renovations experience stress around budgeting for something like a conversion to solar.

You know better than anyone what needs to happen and what it will cost. No matter how many budgets you have helped your customers with, treat each new one like the first. You are the professional and they are relying on you to help them make the best decisions for their particular home.

Discuss costs like building permits, labor, materials, actual conversion costs, and anything else that is pertinent to your potential customer.

Minimize surprises. Preparation, detailed timelines and budgets, and open communication are the best protection against a frustrated, angry customer.

Disruption to a Customer’s Home Life

Clients want to know how long a process the conversion will be. And they want to know before you begin the installation.

Expect and be able to answer questions like:

  1. Will the use of my home be curtailed?
  2. Will the process create endless dirt?
  3. How much of the installation involves people being inside my home?
  4. Will my neighbors be disturbed? What should I tell them?

Well-run residential projects keep regular hours of work, agreed upon ahead of time. Also, clean up the site to the extent possible at the end of each day, and provide clients with clear timelines and stick to them to the extent possible.

If something changes, communicate the change quickly and clearly to your client.

Keeping lines of communication open is the best way to keep your customer happy. They will appreciate knowing what is happening at every stage rather than being kept in the dark.

Using Social Media to Promote Your Business

Promoting solar conversions with your own website and pointing to that website from LinkedIn, Twitter, or Yelp can help you build your solar installation business. Educating people about who you are and what solar conversion is all about is a great way to get your name out into your community.

Social media is word of mouth on the web. If people like what you are doing, you can gain traction by sharing that goodwill online. Encourage happy customers to connect with your social media platforms and use the connection as an opportunity to provide stellar service, to learn more about your customers, and to allow them to become your cheerleaders.

Reasons for a Presence on the Web

You are expected to have a website to compete in today’s business arena, but having a poorly designed website and a lackluster social media presence is worse than having nothing at all.

Commitment to a simple website with a “call to action” area where people can fill out their details and request more information is great. Checking it daily is a must, because people expect someone on the other end to respond quickly.

Social media platforms allow you to engage with customers and potential customers on their own  terms. You can very publicly provide great service, which will boost your reputation online. You can even turn negative comments into an opportunity to show your professionalism.

And with great quality content, you can have your posts shared all over the web so that your business name becomes increasingly synonymous with solar expertise.

A well-maintained social media presence and a website give your company coverage 24/7 and are accessible round the clock.

The cost of a professional website is reasonable and can provide your business with an essential online presence that is compelling in its simplicity and ease of use. Spending some money on a good design and keeping that consistent across your social media channels will be worth it.

Increased Credibility

A well-designed website tells anyone considering a solar conversion why you are the people for the job. Facts and testimonials help, but they do not replace personal contact and face-to-face discussions. They do, however, increase your chances of setting up an appointment. And they give you a continuous presence in a media that most people use.

Bottom Line

Today’s consumer expects a business to have an online presence and a simple, elegant website is a good way to do that. If one of your main businesses is educating, selling, installing, and servicing great solar conversion solutions, say that

Your social media presence and your website should reflect your business and point interested people in your direction.  You do the rest!

By building a website and building your social media presence, you are giving your business the opportunity to tell consumers why they should trust you and providing the testimonials and facts to back that up.

Like it or not, most people will search the internet for a product or service to check its credibility before purchasing. When you provide good service or a quality product, positive word-of-mouth about your business is likely to spread via social media, which, in turn, delivers more repeat and new business.

People tend to trust a business after a successful transaction. Using your social media platforms, you can promote your positive feedback and increase your credibility as a business owner.

Handling Customer Complaints

Anyone running a home service business will likely agree on one thing: lead generation represents the lifeblood of their business.

The business of converting homes to solar energy is often a matter of education and communication. Never assume that a client understands everything that you do, the way that you do. Communicating and asking questions is a large part of the job.

If you view client’s questions as part of the process rather than a bother, things will go a lot smoother before, during, and after installation.

Help your clients by asking them the right questions so that they never feel that they are in the dark.

Take a Walk in Their Shoes

Your clients are entering into unchartered territory. Like it or not, contractors are not always the best communicators.

Often a sales rep is the first point of contact with a client and what is said by the rep is not necessarily communicated to the crew doing the installation.

This is a big mistake.

If a sales rep makes statements and/or promises on the company’s behalf, the installers need to know so they can honor those promises and fulfill the client’s expectations.

Not doing so can turn the project into a nightmare for all concerned.

Also, the client’s home is not just a job site. Ensuring that everyone in your crew respects the client’s home as though it were their own will help avoid complaints.

Your Customer Complained – Now What?

Winding up with an unhappy client is never fun. As a business owner, it’s best to handle issues straight away. Never attack the customer, even if you know you are right. In today’s media-driven world, the court of public opinion is not kind to businesses that attack their customers.

Instead, do your best to understand what’s driving the complaint. Know that, however bizarre, in the customer’s mind they are right. Learn from what is happening and ask them what could have prevented things getting to the current state.

Addressing the situation in a cool, collected, and, above-all, professional manner will earn not only goodwill, but could earn you referrals. This beats an online business-bashing frenzy.

The costs associated with being called into the public eye in a negative way will be more than any accommodation necessary to turn an unhappy customer into a happy one.

Think about a customer complaint as an opportunity to learn and grow. If you listen to your unhappy customers, you can learn important lessons about your business and how to serve all your clients better.

Following Up on Leads

Quickly contacting homeowners who have shown interest in going solar improves your chances of making a sale. A lead should specify the best time to contact the interested party and how to do so. Many people today prefer texts and emails to being called, so be sure to pay attention to their preference.

Meeting Preparation

First impressions are key. The first time you meet with a potential client, be prepared to talk about your qualifications, references, experience, and, most importantly, why you are the best outfit for the job.

You know how to talk about converting to solar and you know that you are good at what you do. Convince a potential lead just how good you are by keeping a folder with copies of your latest installations as well as references that you can provide without hesitation if asked.

Discuss their expectations and how you will meet them. Always be prepared to move fast if a homeowner wants to get started right away, but don’t expect that to happen.

Do Your Homework

Your time is important, but so is your lead’s, so do your homework before you set foot in their home. With today’s technology, you can know a lot about a home by pulling it up and making an assessment prior to a meeting. The better prepared you are going into an initial meeting the more likely you are to land the job.

Find out what’s most important to your potential client. Is it cost? Budget? Timelines? Grid connection? Return on Investment (ROI)? Knowing this will help you prepare a proposal that speaks to what’s most important to them.

Most people today get more than one quote, especially when they are looking at something as major as converting to solar. Work with that. Don’t be afraid of price competition. If your costs are higher because you use better materials, say so. Know your competition and be able to address any differences that might crop up.

Closing the Deal

The initial meeting with a potential customer gives you the opportunity to learn a great deal about them. Start with understanding what makes sense to your prospect as well as their biggest problems with converting to solar. This will require you to be thinking about solutions that fit their concerns.

Be sure to discuss money from the beginning. Don’t be heavy-handed, but ensure that your lead understands the ranges and realities. This will allow you to focus on the right solution for their needs.