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“LeadSquared has made our life easier by streamlining our operations and boosting sales efficiency. By automating lead distribution and prioritizing leads, we’ve been able to focus our efforts on high-potential prospects.”
Team Efficiency
Lead Distribution
Human Errors
SolarSquare, India’s most trusted and fastest-growing residential solar company, boasts a team of over 400 engineers, MBAs, scientists, and creative thinkers united by a singular vision: to accelerate the adoption of solar systems in India.
Today, SolarSquare helps over 100 housing societies save more than 40 crores in electricity bills. When they launched their B2C business, the overwhelming influx of leads proved challenging to manage manually. This led them to seek a CRM solution to address the following issues:
1. Overwhelmed by Inbound Leads: The sheer volume of incoming leads made manual management on Excel time-consuming and inefficient.
2. Manual Lead Assignment Delays: Manually assigning leads was a time-consuming process that often resulted in delayed responses. Additionally, human error was a constant concern.
3. Lack of Lead Segmentation: The absence of a clear hot/cold lead segmentation led to equal time being spent on all leads, regardless of their potential.
4. Fragmented Lead Database: The lead database was scattered across multiple sheets, making it challenging to track and follow up on leads that were not immediately converted. The lack of a centralized repository and call history hindered efficient follow-up efforts.
5. Complex Reporting Process: Collecting insights from multiple spreadsheets to generate reports was a cumbersome and time-consuming task.
The team captures all leads automatically on LeadSquared, gaining real-time insights into lead stages and the entire customer journey through advanced filtering.
The team uses workflow automation to distribute leads within seconds of capture. This smart distribution ensures that leads are assigned to the appropriate salesperson, even in the absence of primary contact.
By defining specific criteria (like electricity consumption or region), the team scores leads to prioritize those with higher conversion potential. This ensures you focus on high-quality leads, maximizing your time and potential.
A centralized database in LeadSquared houses all lead information on one platform. Even leads from regions where the company doesn’t currently operate are stored, allowing for future follow-ups.
LeadSquared’s real-time reporting solution empowers the team to generate detailed reports with just a few clicks. These reports provide valuable insights based on sales performance, regional trends, and more.
LeadSquared has been instrumental in transforming SolarSquare’s sales operations. By centralizing data and automating workflows, the platform has streamlined the sales process, providing the team with a comprehensive 360-degree view of the customer journey. This has ultimately led to increased efficiency and improved overall sales performance.
And when asked about how their overall experience has been working with LeadSquared, Rahul said:
Southeastern College Finds Customer-Centric Partner in LeadSquared
