Project Control & Analysis

Project Control & Analysis

Control projects without nightmares!

Every order is a project which must be successfully executed. Solar eCRM facilitates order processing without hardships. Admin staff in a solar retail business tend to manage multiple orders simultaneously. Admin staff overseeing each order need to complete several common steps:

  • Pre-Installation Checklist
  • Contract Status
  • Include Variable costs
  • Record Customer Notes
  • Customer Payments
  • Approval and Applications
  • Stock Delivery
  • Installer Assignment
Solar eCRM allows authorised users to update all these milestones.

Critical Process Update

  • The first update of an order would be updating the "Sales stages" section of the order.
  • It is a milestone update section which includes deposit received, signed contract, EC approval, invoice and more.
  • Updating these details helps you to keep track of the order and its current stages.

Stock/Kit Delivery control

  • Once the checklist is updated, admin can request for a stock delivery order which is processed by the 'stock user' typically at a warehouse. This section consists of stock order date and payment date update.
  • Note: Stock / Kit Delivery control does not do any of inventory management at this stage.

Payment Update

  • All the payments from the customer can be entered and balance is tracked in this section.

Order Status Update

  • This information is the key part of order processing and helps to track the orders based on its status.
  • A status is defined when an order is created and updated e.g. TBC, OK to Install, Completed OR Cancelled.

xxx

All types of analysis of the order can be performed. This data mining process helps you to understand all your customers, sales trends, sals rep performances, margins variations and even more.

Here is what our happy customers want to say

Exceptional reporting in easy, access to latest info at your fingertips.

Imminent Solar Pvt Ltd, Belgaum, Karnataka
Here is what our happy customers want to say

It is a must have software for this new age of solar where it is becoming more and more of a commodity.

Infinergy Power Pvt Ltd, Bangalore, Karnataka
Here is what our happy customers want to say

Adds tremendous value in automation and ease of running a successful solar company.  A fresh entrant in solar business can begin sending professional quotes with all the ROI figures at a push of a button. 

Solar-Apps, Bangalore, Karnataka
Here is what our happy customers want to say

It’s an exclusive software for solar companies which can easily send professional quotations. Only software where in we can customize it as per our process.

MI Solar Pvt Ltd, Baroda, Gujarat
Here is what our happy customers want to say

Suits our requirements, software that we always needed to streamline our process.

Kwatt Solutions Pvt Ltd, IIT Bombay, Mumbai
previous next

Ready to grow your business?Sign up for Solar eCRM Today! Switch on & off you go

© Solar eCRM 2017. All Rights Reserved. Patent Pending.Privacy Policy|Term & Conditions|Contact Us
glqxz9283 sfy39587stf02 mnesdcuix8
sfy39587stf03
sfy39587stf04