Imagine a tool that fits right in your pocket, turning your smartphone into a powerful business hub. That’s Mobile CRM (Customer Relationship Management) for you—a digital assistant that transforms how solar companies manage customer interactions and streamline the sales process on the go.

With 73% of global e-commerce sales now happening on mobile devices (Oberlo), Mobile CRM ensures your sales teams can effortlessly manage solar sales track the sales funnel, and maintain customer relationships on the go.

According to Salesforce, 65% of sales teams using Mobile CRM exceed their sales targets, while only 22% of those who don’t use it reach similar success. This cutting-edge solar software is not just about convenience, it's about boosting efficiency and staying ahead in a competitive market.

What are the Features Of Mobile CRM?

1. Integrated Web Form

From your mobile device, you can access and use web forms embedded on your site to capture solar leads. These forms automatically push lead information directly into your solar customer relationship management software, ensuring that you never miss a potential customer.

70% of leads can be captured through integrated web forms, reducing manual entry errors.

2. Lead Generation Tools

Use your mobile device to manage and utilize marketing features that attract new solar leads. You can easily track and follow up on leads generated through your website and referral programs, all while on the go.

Businesses using mobile CRM lead generation tools report a 50% increase in new leads.

3. Opt-In Auto-Responder

Set up and manage automated email or SMS responses to welcome new leads. When a potential customer signs up on your site, your mobile CRM instantly sends a personalized message, enhancing the initial customer experience.

Auto-responders can improve engagement rates by up to 30%, enhancing the initial customer experience.

4. Lead Auto-Assigning

Configure your mobile CRM to automatically assign leads to specific solar reps or setters based on their territory or availability. This feature ensures that leads are routed efficiently, even when you're not at your desk.

40% faster lead response time, increasing conversion rates.

5. SMS/Email Notifications

Receive immediate notifications via SMS or email on your mobile device whenever a new lead is added or action is required. This feature helps you stay on top of your sales processes, and sales pipeline and respond quickly to new opportunities.

85% of sales professionals report improved responsiveness due to instant notifications.

6. Utility Bill Requester

Allow leads to upload their utility bills directly through a link sent via mobile CRM. This easy upload process helps you review their suitability for solar installations without needing to be in the office.

7. Upload Photos/Attachments

Use your mobile device to upload and store important files like images and PDFs in your CRM. This keeps all relevant lead information and project details accessible, ensuring you have everything you need at your fingertips.

8. Automated Follow-Up

Create and manage follow-up campaigns directly from your mobile device. Schedule automated messages to be sent to leads based on triggers you set up, helping maintain consistent communication and engagement.

9. Remote Data Collection

Collect and assess data from remote locations using your mobile CRM. This feature allows you to determine if a prospect's location is suitable for solar, ensuring efficient and effective decision-making.

80% of sales teams report improved decision-making efficiency when collecting data using mobile CRM.

10. Appointment Setter and Sales Rep Toolbox

Manage appointments, schedule follow-ups, and track sales activities from your mobile device. This toolbox helps sales teams stay organized and on track, even when working remotely or in the field.

65% of sales representatives feel more organized and productive when using mobile tools for scheduling.

11. Solar Financing Tools

Access and manage financing options for solar projects through your mobile CRM. This tool simplifies the process of securing financial support for clients, ensuring you can handle financing needs from anywhere.

70% of clients prefer to discuss financing options via mobile, streamlining the sales process.

12. Dashboards, Leaderboards, and Visual Sales Boards

View real-time performance metrics and sales data from your mobile device. Track key performance indicators, see how your sales teams are doing, and use visual tools to boost motivation and productivity.

13. Auto-Fill & E-Sign Digital Forms & Contracts

Fill out and sign forms and contracts digitally using your mobile device. This feature speeds up the documentation process and reduces paperwork, making it easy to handle agreements from anywhere.

14. Company-Wide Accessibility

Ensure that all team members have access to the CRM Software from their mobile devices, whether they are in the field or in the office. This keeps everyone connected and informed about all aspects of your solar company.

Read: Unlocking the Power of CRM: What Does CRM Do?



What are the Benefits Of Mobile CRM?

1. Easy Access

A mobile CRM Solution allows your sales team to access important lead data and manage customer relationships from anywhere. Whether they’re in the office or on the go, they can always stay connected and up-to-date.

2. Instant Updates

With Mobile CRM, you get real-time notifications about your lead management and customer interactions. This means you can respond quickly to potential customers and keep your marketing efforts on track.

3. Better Sales Efficiency

Sales reps can use mobile CRM to manage appointments, follow up with leads, and keep track of sales activities. This makes them more productive and helps them close deals faster, improving overall efficiency.

Sales teams using mobile CRM can increase their productivity by 15-20%.

4. Improved Communication

Mobile CRM makes it easy to communicate with customers and your team, helping you maintain strong customer relationships. This ensures everyone is on the same page and nothing important gets missed.

64% of sales teams that utilize mobile CRM report improved communication with customers, leading to higher satisfaction rates.

5. Organized Data

You can collect, store, and manage all your lead data right from your mobile device. This keeps everything organized and easily accessible, which is especially helpful for solar businesses.

6. Better Customer Engagement

With mobile CRM, you can automate personalized messages to engage with your customers. This makes them feel valued and more likely to do business with you again.

7. Higher Lead Conversion

By managing leads efficiently through mobile CRM, you can follow up faster and convert more potential customers into actual clients. This drives business growth.

Companies that follow up on leads within the first hour of contact are seven times more likely to qualify for that lead.

8. Team Collaboration

A mobile CRM solution helps your entire sales team work together better, no matter where they are. This boosts overall performance and efficiency.

9. Streamlined Workflow

You can handle everything from data collection to contract signing, all from your phone. This reduces paperwork and speeds up your workflow, thanks to automation.

10. Scalable Solution

As your business grows, mobile CRM can grow with you. It’s easy to add more users and manage more data, making it perfect for solar businesses looking to expand.

75% of businesses find mobile CRM solutions scalable to their needs, allowing for easy addition of users and data management as they grow.

Learn more about Unlocking Business Success: Exploring 11 Benefits of CRM for Business

Sunbase CRM Software 

Step into the future with Sunbase Solar CRM the game-changer in solar CRM software that doesn’t just keep up with the competition, it leaves them in the dust.

This isn’t your average CRM, it’s a powerhouse that fits in your pocket, turning your mobile device into the ultimate command center for your solar business.

Imagine managing leads, boosting customer relationships, and driving your sales team to new heights—all with the swipe of your finger.

Why settle for anything less when you can have the best? Sunbase CRM is not just mobile-accessible, it’s a revolution in the way you do business. So, if you’re serious about staying ahead, it’s time to upgrade to the CRM that’s designed to dominate.

Must read: Top CRM Software Solutions for Business Management in 2024

Conclusion

Fun fact: A Salesforce Study reveals that sales reps spend only 35.2% of their day actually selling, with the rest tied up in administrative tasks and data entry. But what if your team could flip that script? Mobile CRM solutions are doing just that by putting the right tools in the hands of your sales reps, wherever they are.

With a mobile CRM, your reps can ditch the desk and manage lead data, track sales, and enhance customer relationships right from their phones. It’s like having a digital assistant in their pocket, making them more efficient and supercharging their marketing efforts.

For solar businesses, this means not only boosting growth but also transforming that precious 35.2 % of selling time into more deals and satisfied customers.

About Sunbase

Take your solar business on the go with Sunbase CRM! Maximize your mobile power and keep everything at your fingertips. Contact us today and see the difference today!

Frequently Asked Questions

Q1. Ever wondered how to turn your phone into a business powerhouse?

Ans. Sunbase CRM is your answer! Transform your phone into a sleek command center where leads are managed, sales are tracked, and customer relationships are nurtured, all while you’re on the move. It’s like having a high-tech office in your pocket.

Q2. Imagine if your phone could do more than just selfies and social media, like supercharge your business.

Ans. Enter Mobile CRM. It’s like having a mini command center in your pocket. Track sales, follow up with leads, and manage customer relationships. Your phone’s new party trick? Boosting your business.

Q3. What if you could handle all your business tasks without being chained to your desk?

Ans. With Mobile CRM, that’s not just a dream, it’s reality. Say goodbye to desk-bound drudgery and hello to managing sales and customer interactions anytime, anywhere.