Energy, Oil & Gas

Solar Company Shortens Solar Systems Installation Time and Reduced Costs on Managing Partners with Salesforce Platform

Our client is a solar company that offers homeowners elegant, roof-integrated solar options through a national network of certified roofers.

Business Challenge

Our client experienced challenges related to rapid business growth while operational processes and systems lagged:

  • A satisfying sales process
  • Onboarding new customers and partners
  • Managing multiple, complex projects
  • Continuously evolving the business and regulatory environments

Project Description

To sustain our client’s rapid growth and expand its IT capabilities, SoftServe developed a custom build portal for partner management based on the best software development practices and integrated Salesforce Sales Cloud and Lightning Platforms.

With this Salesforce platform, our client can:

  • Guide selling and order specific configuration
  • Manage single source of truth orders
  • Ensure easy access to operating and technical documentation
  • Streamline the approval process

Value Delivered

  • New processes shorten the period of solar system installation, so consumers reduce energy bills faster
  • Salesforce use improves sales process and project management while tracking power generated for clients
  • Significantly reduced time and cost on managing partners
  • The software supports business agility to respond to continual changes in operational requirements
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