CRM implementation for Solar energy
The lead lands somewhere with an owner, a deadline and a stage.
In practice, what changes for solar energy integrators: Every lead is born with a source, an owner and a next action. Stalls become visible.
We implement CRM with a pipeline drawn from how you actually sell, fields your team will fill in, WhatsApp integration and training for the people who will use it. Without that, a paid lead becomes a conversation and the conversation becomes nothing.
The typical Brazilian buyer is not migrating from a competing CRM — they are coming off a spreadsheet. That changes the whole implementation: the obstacle is team inertia, not legacy software.
The typical bottleneck in this sector
Leads are cheap and expensive at once: high volume, but most have no suitable roof, consumption or credit. Sales reps spend the day on simulations that never close.
What changes in the pipeline
- Electricity bill amount and property type as qualification before the visit
- Booked technical visit as the conversion, not the simulation request
- Intended payment method recorded: cash and financed have different cycles
What is included
- Pipeline design per stage, with owner, deadline and exit criteria
- Implementation on RD Station, Pipedrive, Twenty or equivalent
- Integration with WhatsApp, website, forms and campaigns
- Lead routing automation and stale-deal alerts
- Team training and hands-on support through the first weeks
What changes in your operation
Every lead is born with a source, an owner and a next action. Stalls become visible.
How we measure results here
Cost per completed technical visit and visit-to-signed-proposal rate.
What defines the cost: pipeline stages, integrations, data volume to migrate and how many people need training. The platform license is contracted by you, directly with the vendor.
Straight answers
Leads are too expensive in this market.
They are expensive because they are measured as leads. The number that matters is cost per technical visit.
What if I already have a CRM?
Even better. We audit what is set up, fix the pipeline and integrate it with the rest. Switching platforms without a concrete blocker is cost and rework.
Will my team actually use it?
Only if the CRM gives something back. That is why the pipeline is designed with the people who sell, required fields are few, and WhatsApp joins the flow instead of competing with it.
Do you resell CRM licenses?
No. The license is yours, contracted directly with the vendor. That keeps the data in your name and removes the conflict of interest from our recommendation.