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End-to-End Salesforce Support for Global Solar Companies

From CRM to CAD, From Admin to Acquisition — We’ve Got You Covered.

At SaaSnic Technologies, we don’t just “implement” Salesforce for solar companies — we become your extended technology and business operations team. Whether you’re a solar installer, EPC, distributor, or sales org working in the USA, Canada, Europe, or the Middle East — we’ve helped 50+ solar companies digitize and grow faster.

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What We Offer Beyond Salesforce Implementation

Salesforce Admin Support

  • Daily org management, user roles, and permission sets

  • Data deduplication and backup routines

  • Dashboard/report building for sales, ops, and financing teams

  • Flow, validation rule, and automation support

  • Release readiness and change set deployments

CAD Design Integration & Support

  • Syncing rooftop designs from CAD tools into Salesforce

  • Linking Google Solar API, Aurora Solar, or Helioscope

  • Automating quote generation based on panel layout and shading

  • Building custom objects to store design snapshots

  • Supporting team handoffs from design to permitting

Solar Sales Process Enablement

  • Lead capture from web forms, call centers, Facebook Ads

  • Automated lead assignment and scoring

  • Multi-touch drip campaigns (email, SMS, WhatsApp)

  • Quote-to-contract journeys using CPQ and eSignature

  • Partner & affiliate portal setup with lead attribution

Marketing Automation for Solar

  • Campaign tracking by ad spend, platform, and ROI

  • Google Ads & Meta Ads integration for attribution

  • Customer lifecycle journeys — from quote to referral

  • Dynamic follow-up sequences using AI & templates

  • Event tracking and retargeting pipeline setup

Flexible Engagement Models

One-time Implementation

Monthly Admin + Support Retainer

On-demand CAD + Marketing Assist

White-labeled Support for Solar Software Vendors

Why SaaSnic is Trusted by Solar Companies Globally

  • 15+ Years of Salesforce Experience
  • Worked with Solar Leaders in USA, Canada, UAE, UK, Australia
  • Experts in Google Solar API, Arcadia, Aurora Solar, Genability.
  • Industry-specific process flows (e.g., site survey > CAD > install > PTO)
  • Custom mobile apps for field surveys and installer scheduling.
  • Admin & post-live support with guaranteed SLAs.

Ready to Grow Your Solar Business?

Whether you need to manage thousands of leads per month or streamline field surveys — SaaSnic is your growth partner in the solar ecosystem.

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