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Solar SalesForce Consulting

SepiSolar’s Salesforce consultants build customized Salesforce solutions for solar and energy storage companies. With our deep understanding of business models, workflow processes, information and knowledge sharing, data transfer, and services, we develop customized Salesforce CRM solutions that work for the solar and energy storage industry.

SepiSolar’s CRM consulting for Salesforce include:

  • Cross-platform automation for your software tools; automating Salesforce to work seamlessly with file-sharing programs such as Google Tools, Box, Dropbox, MailChimp, Constant Contact or almost any cloud platform
  • Sales-to-Invoice integration with QuickBooks online
  • Automated document creation for solar sales documents, contracts, quotes, invoices, etc.
  • Automated “handoffs,” “triggers,” and “notifications” from sales to operations, project management, warehouse/inventory, procurement, engineering, installation, utility interconnection, etc.
  • Getting started with Salesforce and building custom-tailored workflow processes
  • Customer portal for a seamless and user-friendly customer experience that increases engagement and provides status updates
  • Privacy settings to ensure customers in the portal have access to their information—not yours or another client’s or vendor’s
  • Analyzing and improving existing Salesforce sales, customer acquisition and sales staff reporting for residential or commercial sales teams
  • Integrating solar BOS equipment databases into Salesforce for modules, inverters, racking, etc.

Get a free solar salesforce consultation.


Get a free solar salesforce consultation.


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