AMA Solar CRM
The AMA Solar CRM application is a custom-built solution desktop application to streamline the sales and project management processes for solar energy projects. The software allows the company to efficiently collect client data, manage material pricing, generate comprehensive solar proposals, and track project progress. This CRM enhances project visibility and decision-making by centralizing and automating key functions while reducing manual effort and potential errors.
Duration
1 Year
Team
4 Member
Platform
Web / Mobile
Audience
Public
Frameworks
Key Features
01
Role-Based Access
Eight distinct user roles with defined responsibilities and access permissions.
02
Lead and Project Management
Streamlined process for lead creation and conversion to projects, including tracking progress and status updates.
03
Automated Proposal Generation
Quick and accurate creation of solar proposals with final pricing, generated in PDF and Word formats.
04
Pricing Calculation and Management
Automated pricing based on updated material rate lists and project-specific data.
05
Progress Management
Tracking and managing projects through various statuses with detailed insights on each phase.
06
Approval Workflow
Approval requests for proposals with lower margins ensure financial control.
07
Comprehensive Dashboard
Visual representation of key data for enhanced decision-making.
08
Activity Logs and Audits
Complete record of all lead and project activities for tracking and transparency.
09
Proposal Cost Bifurcation
Detailed analysis of the proposal costs for clarity and better decision-making.
Challenges
- Manual Data Management
- The company relied on manual methods to collect and maintain client data, which often resulted in errors and delays.
- Lack of Proposal Automation
- Generating comprehensive solar proposals was time-consuming, particularly when factoring in material costs, system size calculations, and final pricing adjustments.
- Limited Project Tracking
- Tracking the status and progress of projects was difficult, making it hard to monitor time spent in each phase and identify bottlenecks.
- Inefficient Role Management
- The lack of a defined system for managing user roles and responsibilities led to confusion, particularly in assigning tasks and accessing critical information.
- Inconsistent Pricing Management
- Maintaining and updating material rate lists was inconsistent, causing potential pricing errors in proposals.
Solution
- User Roles and Responsibilities
- The CRM defines eight user roles (Super Admin, Admin, Data Engineer, TeleSales Representative, Sales Representative, Project Executive, Procurement Manager, and Sales Manager), ensuring clarity in tasks, access levels, and responsibilities.
- Lead and Project Creation
- The system allows users to create and manage leads by collecting essential information such as client details, property types, and electricity bill references. Leads can be converted into projects, where progress is tracked through various phases.
- Proposal Generation
- The CRM automates the process of generating comprehensive solar proposals by calculating system sizes based on client data (units consumed, property type, etc.) and material rates. The final proposals, including pricing and material details, are generated in PDF and Word formats.
- Pricing Management
- A centralized rate list ensures consistent material pricing across proposals, and pricing is updated automatically based on project-specific parameters.
- Progress Tracking
- The CRM tracks each project’s progress through various statuses and phases, allowing management to monitor timelines and make adjustments where necessary.
- Dashboard and Analytics
- The dashboard provides a high-level view of leads, projects, and overall performance through graphical representations and customizable filters, enabling better decision-making.
- Approval Workflow
- Proposal requests with margins lower than a set limit are flagged for approval, ensuring financial oversight and protecting profit margins.
- Activity Logs
- Comprehensive activity logs track all modifications made to leads and projects, offering full visibility into the system's usage and providing a trail for accountability.
- Proposal Cost Breakdown
- The software offers in-depth cost analysis of proposals, allowing stakeholders to understand and assess the pricing structure before final approval.
Technology Stack
Frontend
Backend
Server
Testing
