User Tools

Site Tools


Sidebar

Help

Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company

solar_ecrm

System Requirements

Solar eCRM is an on-demand, user-friendly application, compatible with basic system configurations. We suggest you take a look at the system requirements, listed here.

Operation System Windows, Linux and Mac OS X
Web Browser Safari
Chrome
Firefox 3.0 and above
Internet Explorer & and above
Other Requirements Enable Javascript
Enable Cookies
Install Flash plug-in
Install Acrobat reader (optional)
Install Spreadsheet viewer (optional)

Note for Internet Explorer 7 users:

  • Open browser and click Tools > Internet options > Advanced > Multimedia.
  • Keep ‘SHOW PICTURES’ and ‘SMART IMAGE DITHERING’ options selected.

Terminologies

Leads Quotes
Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. A lead goes through the follow-up process by sales reps and when qualified, they're converted into an account, contact and potential (opportunity) in Zoho CRM. Quotes are legal agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer
Orders Stocks
Sales Orders are the confirmation of sales generated after the customer sends a purchase order based on your quotes. A quote can be converted into a Sales Order with a single click. Key component for managing operations of solar business with extensive query facilities to track orders for various stages, review performance by segments, trends, allocate orders for installation, check payments for collection, analyse per KW profitability by segments, reps, by months etc. Useful trend analysis allows for tracking sales across segments. New addition is to control stocks delivery to site
Invoice Installation
Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments.An order can be converted into an Invoice with a single click. Include EWR / Connection forms and rebate claims forms printing to keep the installers manual data input to the minimum/reduce errors in paperwork and also make the process efficient.

Home page overview


Grouping Solar eCRM Modules

Leads

Leads module helps you to create, edit, search and assign leads to sales reps. It allows follow-up planning and advises sales reps by email when a lead has been assigned to them.

Related Links: Lead Creation | Lead Review | Lead Assignment | Lead Import & Export | Lead Search | Lead Google Map


Quotes

Build and/or Search all your created quotes. Select them to edit and resend your quotes using the quote builder. Search criteria allows you to monitor & manage the pool of Quotes. With a bit of smart setup of sales reps as status you can evaluate who/which segment is generating more quotes. Change status to prioritise followups or escalate to senior management.

Related Links: Quote Builder | Quote Review | Quote Search | Quote Export | Quote Google Map


Orders

Key component for managing operations of solar business with extensive query facilities to track orders for various stages, review performance by segments, trends, allocate orders for installation, check payments for collection, analyse per KW profitability by segments, reps, by months etc. Useful trend analysis allows for tracking sales across segments. New addition is to control stocks delivery to site.

Related Links: Order Creation | Order Review | Order Analytic | Order Search | Order Export | Order Google Map

Stocks

Stocks modules help you to manage your stocks order and provide automated stock email system.

Related Links: Stock Request | Stock Search | Stock View

Invoice

Invoice module help you to manage invoices and generate invoice reports.

Related Links: Invoice Creation | Invoice Review | Invoice Search | Invoice Export

Installations

Include EWR / Connection forms and rebate claims forms printing to keep the installers manual data input to the minimum/reduce errors in paperwork and also make the process efficient.

Related Links: Installation | Installation View | Installation Search | Installation Export | Installation Google Map

Users

Variety of user types such as Sale Agency who manages the a number of sales reps, Lead Generator who generates Leads/Appointments for sales reps, Sales Rep who manages leads, sends quote to the customer convert it into a sale, Installer who manages the installation process of an order and Admin who can do multiple task including tasks of all other users allows the business to perform upto the mark.

Related Links: User Add/Edit | User Types | User Access

Products

Product details entered here are used in building Quotes. Allows smart selection of products. For eg. if customer wants 3KW, Quote Builder shows all products which are ±0.5KW to the selection, i.e. 2.5 to 3.5KW. Descriptions used here will appear in Quotes & Contracts.

Related Links: Product Settings | Extra Charges | Product Search

solar_ecrm.txt · Last modified: 2019/02/28 13:20 (external edit)