How Roof Diagnostics Solar
Manages Growth with a
Customized CRM
About Roof Diagnostics Solar

Roof Diagnostics Solar (RDS) is a fast-growing solar
installation company based in New Jerse...
Fast Growth Presents a Challenge

In 2013, RDS needed a solution to track
more than 18,000 leads annually through a
unique...
Building a Customized Solution

Rather than selecting a one-size-fits-all
solution, RDS implemented a customized
customer ...
Improving Sales Metrics

By tailoring QuickBase to fit its own needs
—and nothing more — RDS has realized
improvements in ...
Read the full case study at:
http://quickbase.intuit.com/customers/roof-diagnostics-solar
About Intuit QuickBase
Intuit Qu...
Upcoming SlideShare
Loading in...5
×

Solar Company Manages 300% Growth with Intuit QuickBase CRM Application

425

Published on

Demand for residential solar energy systems is at an all-time high. For Roof Diagnostics Solar (RDS), a New Jersey-based installer of residential roofing and energy systems, keeping up with an exploding volume of customer leads required a customer relationship management (CRM) system tailored specifically to RDS’s business model.

After carefully considering its options, RDS opted for a streamlined CRM system built on the Intuit QuickBase platform. RDS now relies on the customized system to manage its lead-to-close process for more than 18,000 new customer leads per year. Since it began using the application, RDS has reduced its lead-to-close time by 100%.

To try a QuickBase CRM app for free, visit: http://quickbase.intuit.com/database-applications-for-business/crm-and-sales-management-software

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
425
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
2
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Solar Company Manages 300% Growth with Intuit QuickBase CRM Application

  1. 1. How Roof Diagnostics Solar Manages Growth with a Customized CRM
  2. 2. About Roof Diagnostics Solar Roof Diagnostics Solar (RDS) is a fast-growing solar installation company based in New Jersey. The company has grown from 25 employees to over 400 since 2010.
  3. 3. Fast Growth Presents a Challenge In 2013, RDS needed a solution to track more than 18,000 leads annually through a unique lead capture program based in over 250 big box retail stores. RDS needed a solution that would: • Work with its established processes • Ensure that all leads were captured and tracked • Scale to accommodate rapid growth • Maintain a high-quality customer experience
  4. 4. Building a Customized Solution Rather than selecting a one-size-fits-all solution, RDS implemented a customized customer relationship management (CRM) application built on Intuit QuickBase. The QuickBase application was designed to deliver: • A centralized CRM to manage lead-to- close process • Google Earth integration to qualify potential customers • Real-time data syncing for in-store appointment scheduling • The ability to assign follow-up appointments based on representative proximity and availability
  5. 5. Improving Sales Metrics By tailoring QuickBase to fit its own needs —and nothing more — RDS has realized improvements in every area of sales metrics and now leverages a scalable system for capturing, processing, and tracking leads. Key Benefits: • Appointments per rep increased 50% • Lead-to-close time improved 100% • Greater efficiency allows employees to focus on process improvements
  6. 6. Read the full case study at: http://quickbase.intuit.com/customers/roof-diagnostics-solar About Intuit QuickBase Intuit QuickBase is a cloud-based workspace for customizing business applications. QuickBase helps teams work smarter by automating tasks and workflows, and delivering real-time insights through visual reports. Get started with one of hundreds of free, ready-to-use business applications, or build your own from scratch — no coding required! Start your free trial at quickbase.intuit.com
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×