Optimise your sales process
Our Pipedrive experts are eager to help
Hi! I am Eline, Head of Customer Success at Solar Monkey. Why we recommend Pipedrive? Since it is results-oriented and simple in use. My team and I have experience optimising company processes of hundreds of installers. I am ready to get to work for you as well! Email me directly or leave your details in the form. I will contact you soon after. Email: firstname.lastname@example.org
Want to know more?
Do you want to start directly and don’t want to wait any longer?
Then schedule a meeting with our integration specialist Luuk directly!
A small overview of Pipedrive’s functions
Overview of your salesfunnel
In one overview you can see how your salesfunnel is doing. Do you have sufficient leads? Is everything being followed up timely? The useful colour codes tell you directly.
Easy activity planning
Not only yourself, but also your customers plan activities easily when it fits you both. This saves yourself time and makes it easier for your customer.
Centralise your processes
Centralise the entire documentation process by sending traceable offers, proposals and contracts. Receive a notification when they are being opened and ask your clients for e-signatures to close deals faster.
Implement tools such as a chat, chatbot or effective form on your own website, to add warm leads to your CRM directly.
Automate your workflows
By automating each step you save significant time and you prevent mistakes. Examples are smart email flows and checklists. This makes your process run even more efficient, leading to increased results in less time.
With the insights function of Pipedrive, you can create interactive reports about your sales process easily. This way you can quickly see your results and the underlying causes, leading to better results for your employees.
By keeping your clients up-to-date, you increase your chances of future sales. Through Pipedrive you can easily create a professional newsletter that impresses. Besides, you have insights on the client interactions and their interests.
From client information to complete quotes, everything is being synchronised with Solar Monkey. This way, you have all your data in one place and you can maintain an overview. The API offers several possibilities and standard integrations with practically every software package. This ensures a smooth process.
Experience with hundreds of satisfied installers
“Solar Monkey’s solar panel software helps us to convince with security and service” – Lars Buuts
“I can no longer imagine what it was like to work without Solar Monkey.“ – Ron de Proost
“With Solar Monkey we are able to proactively inform our customers about the yield and possible malfunctions.” – Arjen van der Spek