Improving Our Sales Process With Insite

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Improving Our Sales Process With Insite

In today’s dynamic business landscape, staying ahead in the competitive market requires continuous innovation and optimization of processes. One critical aspect of business success is the sales process. From lead generation to conversion, every step in the sales journey matters. Recognizing this, many companies are increasingly turning to strategic partnerships to bolster their sales effectiveness and drive growth.

That’s why we have turned to Insite to speed up and improve our sales process. It will help us from the original site survey to the completion of the job. This will help us evolve as a company and provide our future customers with an even better experience.

Site Survey

When arriving on site, Insite will allow us to fill out forms with all the relevant information we need to report back to the office. Once all information is gathered it will allow our design to work on a design using the SolarEdge Designer app. We can also add images to our forms which gives us the ability to draw site plans onto the images we take on site.

Installation

The Insite app will allow our installation team to access all the information they will need on the job such as the SolarEdge design to see where everything needs to be installed. Insite will also make signing off documents on-site a much quicker process. Most importantly as a company that values the environment very highly, this process will reduce the amount of paper will be using on site.

Conclusion

In conclusion, we are excited to be partnering up with Insite and we look forward to seeing more happy customers and continuing to help the environment by creating a greener cleaner future!

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