Complete Solar Partner Program Overview_20170210
7
-
Upload
dustin-dunaway -
Category
Documents
-
view
13 -
download
6
Transcript of Complete Solar Partner Program Overview_20170210
Increase Revenue/Sales
Decrease Costs
Hire and attract top talent
Increased referral rate
HelioTrack – fulfillment visibility, management, payroll
HelioDesk – leverage our experienced sales support team
Fastest installation in industry – improved cash flow
● Fast installations – sales reps get paid faster
● Customer Experience – sales reps get more referrals
● Sales Support and training
● Simple Quoting – sell more deals quicker
● Competitive and flexible product choice
● HelioQuote - best in class quoting and proposal platform
● Fastest installation in the industry – 30 day average
● Customer Experience – A rating with BBB
● HelioDesk – experienced sales support team
● Spruce
● Sunrun
● Sunpower
● Mosaic
● Hero
● CalFirst
● Ygrene
Competitive and flexible Products
Streamlined process
Industry best customer experience
Best in class design and quoting platform
HelioTrack: Visibility into all deals
Prescreened credit
● Dedicated project management
● 25 day install average
● Improve attrition rates
● Increase referrals
OPF
Platform
Sales support
team
Customer Service
for Origination and Fulfillment
Proposal
platform
Installation and FulfillmentSales and Marketing
Expertise
Project
management
Deal processing
Finance Products Software Services
Your Company Name
MetricsProcess Map Customer Journey
Initial Customer Contact - 2 Days
Design - 2 Days
Design Approval - 2 Days
Permit Packet - 2 Days
Permit Application - 2 Days
Permit Received - Vary
Install - Vary
Post Install Packet - 2 Days
Welcome Call - Set proper expectations with homeowner.
At point of sale, expected week of installation set.
Final system design reviewed with homeowner within 4 days after site
visit.Installation date set.
Conduct a thorough walk through of system, products billing and PTO
expectations.
Customer Experience
