Power Production Management Cuts Project Lifecycle in Half and Improves Quality - Case Study

In earlier days, PPM staff manually tracked sales and project management details via spreadsheet — the generic, default choice with many well-known limitations. Their lack of a targeted, solar-industry-oriented CRM solution had obvious costs, measurable in lost opportunities, skipped steps, mis-prioritization, and the accumulated stress that accompanies all of the above.

In response, PPM evaluated and test-drove a range of candidate CRM solutions, all with the same conclusion: It’s simply too difficult and impractical to adapt such general-purpose business tools to the industry-specific and operational needs of a fast-paced solar integration company. In particular, PPM required technological support for its interchangeable, multirole project management teams—a feature well outside the capabilities of traditional CRM packages. In the end, SolarNexus was identified as the stand-out alternative, differentiated by its hallmark simplicity and usability.

PPM’s principal corporate goal was to increase its sales closing percentage with improved, software-based tracking and staff accountability. In service of that goal, the PPM team is now leveraging the proposal and contract-generation features in SolarNexus to move prospects from initial engagement to signature in record time. Pre-loaded documentation templates extend PPM’s turnkey products into their sales process and sales team performance can now be easily measured, analyzed, and improved with custom reporting. Through SolarNexus-enabled process refinements, they’ve continually improved quality markers, increased accountability, and lowered failure rates. Further, PPM has enhanced its project preparation and scheduling as a direct result of an improved sales process.