Find the enquiries that need attention
Use lead lists, filters and board views to review opportunities in the sales process. Choose a view that suits the task, whether you are looking at a group of records or reviewing movement through the pipeline.
BUILT FOR SOLAR TEAMS
Solar lead management software for the next conversation
A new enquiry is only the beginning of a solar sale. Prospects may need another call, a site discussion or a proposal before they are ready to proceed. SSM365 helps teams organize lead records, review previous follow-ups and keep the next action visible.
Build a workable daily follow-up routine
Lead management should help a team decide what to do today while preserving the history needed for tomorrow. SSM365 includes lead views, filters, follow-up records and reminders for that day-to-day work.
Review the history before the next call
Keep follow-up activity associated with the lead. A salesperson returning to an enquiry can review the earlier conversation instead of asking the prospect to repeat the same information.
Plan reminders and pending work
Use reminders, tasks and pending follow-up views to organize sales activity. These records give the team a practical way to review work that still needs a response.
Move beyond a spreadsheet of contact details
The value of a lead record grows as the team adds context and uses it in the next stage. SSM365 connects the enquiry process to customer management and proposals rather than treating the lead list as an isolated address book.
For teams bringing in existing enquiries
Lead import and export support working with existing records. Once enquiries are in the workflow, the team can use filters and follow-up records to organize ongoing activity.
For managers reviewing sales work
Use sales and calling reports to review leads, follow-ups, conversions and activity. Review the activity behind an opportunity and agree on its next step with the salesperson responsible.
For enquiries ready for a proposal
Continue into customer records, solar design and proposals as the opportunity develops. The aim is to keep the commercial conversation connected to what the installation team will eventually deliver.
Explore connected workflows
See how these parts of SSM365 support the next stage of your customer journey.
Choose a plan for your solar sales workflow
Review the current plans, then choose the option that fits your team. For account or product questions, contact SSM365 support.