A solar energy sales company.
Its sellers work in the field, from their phones, and the company recruits and trains new sellers all the time.
When each seller keeps contacts, visits and quotes on their own phone, the company can't see its sales funnel, and every new seller starts from zero.
We built 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 what each seller earns, with an AI assistant inside. A public page lets people apply as sellers, and an academy trains each new one.
Sellers run their day from the app, the company sees every deal as it moves, and a new seller is trained inside the same system they will sell from.
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.