Solar CRM Features

Solar CRM Features with Integrated User & Employee Management

This proposal outlines a Solar CRM system designed to streamline your operations, manage user and employee data, and enhance customer service. Here's a breakdown of the key features:

Dashboard:

• • Visual Overview:

  Gain real-time insights into key metrics like lead generation, project updates, service requests, and overall team performance.

• • Customization:

  Tailor the dashboard to display the most relevant data for your needs.

User Management:

• • User Upload & Addition:

  Upload user data in bulk or create individual user profiles with access control settings.

• • Role-Based Access Control (RBAC):

  Define user roles and permissions to ensure data security and restrict access based on user type (e.g., customer, installer, salesperson).

Employee Management:

• • Employee Addition & Upload:

  Add new employees or upload employee data in bulk.

• • Performance Reviews & Training Evaluations:

  Track employee performance through comprehensive reviews and training assessments.

• • Payroll Management:

  Manage employee attendance, salaries, and generate payslips electronically.

Daily Task Data:

• • Centralized Data Tracking:

  Track and monitor daily activities across various departments:

  • o Overall Generation Data: Track project progress and completion statuses.
  • o Overall Update Project Data: Track project progress and completion statuses.
  • o Overall Service Maintenance Data: Manage service requests, maintenance schedules, and technician assignments.
  • o Overall Daily Cleaning Data: Monitor and manage routine cleaning tasks for solar panel installations.

Complaints:

• • Complaint Logging & Tracking:

  Record and track customer complaints efficiently, allowing for swift resolution and improved customer service.

• • Escalation & Resolution Management:

  Assign complaints to relevant personnel, track progress, and ensure timely resolution.

Plant Details:

• • Comprehensive Plant Information:

  Maintain a detailed database of all installed solar power plants, including location, capacity, maintenance history, and owner information.

• • Performance Monitoring:

  Track the performance of solar plants and generate reports for optimal energy generation analysis.

Leave Management:

• • Employee Leave Requests:

  Streamline employee leave request submission and approval processes.

• • Leave Tracking:

  Track and monitor employee leave balances for better scheduling and resource allocation.

Task Management & Performance Reviews:

• • Assign Tasks:

  Easily assign tasks to specific employees based on their skills and availability.

• • Track Progress:

  Monitor task completion progress and ensure timely project delivery.

• • Performance Review Feedback:

  Incorporate performance review feedback from daily tasks into employee evaluations.

Additional Features:

• • Lead Management:

  Track leads from initial contact to conversion, including qualification and follow-up activities.

• • Proposal Generation:

  Create and share professional proposals for solar panel installations.

• • Reporting & Analytics:

  Generate comprehensive reports on sales performance, project status, customer satisfaction, and other key metrics.

Benefits:

By implementing a Solar CRM system with these functionalities, you can expect:

• • Improved operational efficiency
• • Enhanced customer service
• • Increased employee productivity
• • Data-driven decision making
• • Streamlined workflows
• • Better team communication and collaboration