A solar energy sales company in Puerto Rico.
The situation
Its sellers work in the field, from their phones, and the company recruits and trains new sellers all the time.
What we set up
- A mobile app for the sellers: each contact with its whole history, the sales funnel, calls, visits and a map.
- Quotes by system size, closings and each seller's earnings.
- A public page to apply as a seller, and an academy that trains each new one.
- An AI assistant inside the sellers' app.
The ERP areas
- CRM Every lead and deal, tracked.
- Contacts Customers and suppliers, together.
- Recruitment Applicants, from post to hire.
- eLearning Courses to train your team.
- Employees Your team's records and roles.
- Website Your site, linked to everything.
- AI agents Agents trained on your own operation.
Where it stands
Part of it is live; the rest is ready and waits for the owner's go-ahead.