Nexivo Consulting Zoho Premium Partner

Email: sales@nexivo.co

Phone: +91 9868 3290 81

ZOHO Vertical CRM for Solar Companies

Solar CRM, or Customer Relationship Management, refers to specialized software designed for solar industry professionals.
 It streamlines communication, organizes customer data, and enhances sales processes for solar installers and developers,
 optimizing efficiency in managing client relationships and solar projects.
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Benifits Of Solar CRM

Customization flexibility

  While feature-rich Solar CRM also provides flexibility to tailor the system for your    business operations through configurable workflows, custom fields and views.        You get the best of both worlds - an out-of-the-box functional system that can        also be adapted to match unique processes.  

Customer data centralization

  Bring all your customer data under one platform instead of using multiple              spreadsheets or programs. Call notes, emails, documents – everything related        to  a customer or prospect is in their contact profile in Solar CRM

Sales automation

  Managing repetitive manual business processes is tiring. Solar CRM helps   
  you automate lead scoring, deal progression workflow, email sequences and          more. Your sales team saves hours focusing on prospect interactions.


Seamless migration from legacy CRM

   Moving customer databases across CRM platforms is tedious and risky.                     Solar CRM migration tools efficiently brings over data, documents, emails and         more from your legacy CRM to SolarWinds. A reliable upgrade process lets you       switch to future-ready SolarWinds CRM faster.

Mobile sales enablement

  Engaging customers from anywhere is essential now. Solar CRM has native            mobile apps for iOS and Android that let you access contacts, create quotes,            update service cases and handle other vital sales activities no matter where you     are. Teams become much more responsive and collaborative with mobile CRM.

Built-in business intelligence

  Reliable data paves the way for well-informed decisions. Solar CRM has      
  over 50+ insightful reports and dashboards out-of-the-box covering sales,                marketing and service. You also create custom reports for any specific business      need all via an intuitive reporting interface for management and reps alike.

Key Use Cases Where Solar CRM Delivers Results

Sales Team

Contact & opportunity management
Multi-channel communications
Sales process automation
Forecasting & analytics

Marketing Team

Campaign design & tracking
Lead nurturing workflows
 Landing page builders
ROI Tracking


Customer Support

Ticket management 
Knowledge base 
Asset management
Reporting & analytics



 Some stand-out capabilities include:

Contact Management

Single searchable database for all customer/prospect details

Opportunity Tracking

Visual sales funnels to monitor deals progress 

Email Integration

Connect email to relevant records in the CRM

Dashboards & Reports

 Pre-built and custom reports to communicate business performance.

Workflows & Automation

Eliminate repetitive manual processes for efficiency.

Mobile Apps

Native iOS and Android apps for anywhere access

Key capabilities for each of these functions synchronized within the unified Solar CRM platform drives enhanced front-office productivity leading to better customer experiences.

Solar CRM In A Nutshell

Solar CRM enables businesses to manage the entire customer relationship across sales, marketing and support. With its cloud delivery, mobile-optimized experience and automation capabilities, the platform aims to help organizations streamline processes, close more deals and retain customers for repeat business.

Mid Market Companies

Designed for mid-market companies and scalable from 5 to 500+ employees, Solar CRM aims to offer enterprise-grade relationship management capabilities without the complexity. Their focus is on depth and breadth of features along with ease-of-use to drive user adoption across any customer-facing team. Sign-up for a custom demo today to see if Solar is the right fit to achieve your business growth goals leveraging the power of CRM.
Solar CRM

 Solar CRM for your Business

Designed for mid-market companies and scalable from 5 to 500+ employees, Solar CRM aims to offer enterprise-grade relationship management capabilities without the complexity. Their focus is on depth and breadth of features along with ease-of-use to drive user adoption across any customer-facing team. Sign-up for a custom demo today to see if Solar is the right fit to achieve your business growth goals leveraging the power of CRM.

About Nexivo

Nexivo Consulting is a Zoho-only company that has been ranked the number one Zoho Premium Partner for 2023 and the fastest emerging partner for 2022. Nexivo provides Zoho services across the globe, with offices in India, the USA, and the UAE. Nexivo is a renowned firm that provides innovative solutions and strategic guidance across industries. With skilled consultants and tailored services, we help businesses overcome challenges, optimize operations, and achieve long-term growth. Our expertise includes management consulting, digital transformation, technology implementation, and process optimization, delivering tangible results for sustained success. 

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Additionally, we offer Zoho consultation,

Implementation, and Support Services.


Nexivo Consulting Private Limited
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                     India                    USA                UAE


Nexivo Consulting Group

Email: sales@nexivo.co
​Website : www.nexivo.co
India: +91 9868329081
US:  +1 7609 915 901
UAE: +971 50 85 80 930



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