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Case Study:

Transforming Solar Sales with 3-Minute Quote Automation on Salesforce

Client Overview

A forward-thinking solar installation company in the United States, serving residential and commercial customers with a mission to accelerate the clean energy transition.

Challenge

Despite a growing customer base, the company’s sales team was bogged down by manual tasks:

  • Quoting took 2–3 days per lead

  • Lead drop-off was high due to slow response time

  • Sales reps lacked a unified platform to view customer requirements, roof data, shading analysis, and estimated savings

They needed a fast, reliable, and intelligent solution to scale their quoting process without increasing headcount.

Solution by SaaSnic Technologies

SaaSnic implemented a custom-built Salesforce app tailored for solar sales, designed to generate accurate quotes in under 3 minutes.

Key Integrations:

  • Google Solar API: For roof size, shading, and potential solar output
  • API: To estimate energy cost savings
  • API: For real-time utility bill data
  • AI: To assist with customer interaction and quote guidance

Process Workflow:

  1. Lead lands on website or is entered by a sales rep
  2. Address and energy bill captured
  3. Roof layout, azimuth, and pitch automatically detected
  4. Quote generated in less than 3 minutes
  5. Customer receives quote via email and WhatsApp
  6. Salesforce automatically creates an opportunity and follow-up task

Results Achieved

Metric

Quote Generation Time

Lead Conversion Rate

Rep Workload

Follow-ups

Customer Satisfaction

Before

2–3 days

14%

High manual work

Missed often

Moderate

After Implementation

Under 3 minutes

37%

60% automated

AI-triggered, consistent

High (4.8★ average feedback)

"We’ve never seen anything like it—our reps can generate detailed quotes while the customer is still on the phone. SaaSnic didn’t just build us a tool—they built us a growth engine."

Don Tarwater The Very Good Solar Company

Why This Case Study Matters

Reduce turnaround time

Increase closing rates

Minimize rep burnout

Improve customer trust

Want to See It in Action?

Book a Demo to see how SaaSnic can replicate this success for your solar business.

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