Solar Company Manages 300% Growth with Intuit QuickBase CRM Application
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How Roof Diagnostics Solar Manages Growth with a Customized CRM
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Demand for residential solar energy systems is at an all-time high. For Roof Diagnostics Solar (RDS), a New Jersey-based installer of residential roofing and energy systems, keeping up with an exploding volume of customer leads required a customer relationship management (CRM) system tailored specifically to RDS’s business model. After carefully considering its options, RDS opted for a streamlined CRM system built on the Intuit QuickBase platform. RDS now relies on the customized system to manage its lead-to-close process for more than 18,000 new customer leads per year. Since it began using the application, RDS has reduced its lead-to-close time by 100%. To try a QuickBase CRM app for free, visit: http://quickbase.intuit.com/database-applications-for-business/crm-and-sales-management-software
Transcript of Solar Company Manages 300% Growth with Intuit QuickBase CRM Application
How Roof Diagnostics Solar Manages Growth with a Customized CRM
About Roof Diagnostics Solar
Roof Diagnostics Solar (RDS) is a fast-growing solar
installation company based in New Jersey. The company
has grown from 25 employees to over 400 since 2010.
Fast Growth Presents a Challenge
In 2013, RDS needed a solution to track more than 18,000 leads annually through a unique lead capture program based in over 250 big box retail stores.
RDS needed a solution that would:• Work with its established processes• Ensure that all leads were captured and
tracked • Scale to accommodate rapid growth• Maintain a high-quality customer
experience
Building a Customized Solution
Rather than selecting a one-size-fits-all solution, RDS implemented a customized customer relationship management (CRM) application built on Intuit QuickBase.
The QuickBase application was designed to deliver:• A centralized CRM to manage lead-to-
close process• Google Earth integration to qualify
potential customers• Real-time data syncing for in-store
appointment scheduling• The ability to assign follow-up
appointments based on representative proximity and availability
Improving Sales Metrics
By tailoring QuickBase to fit its own needs —and nothing more — RDS has realized improvements in every area of sales metrics and now leverages a scalable system for capturing, processing, and tracking leads.
Key Benefits:• Appointments per rep increased 50%• Lead-to-close time improved 100%• Greater efficiency allows employees to
focus on process improvements
Read the full case study at:http://quickbase.intuit.com/customers/roof-diagnostics-solar
About Intuit QuickBaseIntuit QuickBase is a cloud-based workspace for customizing business applications. QuickBase helps teams work smarter by automating tasks and workflows, and delivering real-time insights through visual reports.
Get started with one of hundreds of free, ready-to-use business applications, or build your own from scratch — no coding required!
Start your free trial at quickbase.intuit.com
