Project Overview & Scope
A fast-growing solar energy company providing residential and commercial solar solutions needed a unified CRM platform to manage marketing, sales, project execution, and field services. Rapid business growth had resulted in disconnected systems and limited operational visibility. The objective was to implement Salesforce as a single, scalable platform supporting the entire solar project lifecycle.
The Challenge
Disconnected tools for leads, sales, and service operations. Limited visibility into customers with multiple installation locations. Manual handoffs between sales, construction, and electrical teams. Inefficient tracking of project milestones and service appointments. Lack of automation in marketing and customer engagement.
The Solution
A comprehensive Salesforce solution was designed to unify customer acquisition, project delivery, and field service operations.
Key Features & Capabilities
Advanced technical features and capabilities engineered for this solution.
Support for both residential and commercial solar leads.
Ability to manage multiple service lo(Sites) per customercations.
Automated lead conversion linking Accounts, Opportunities, and Sites.
Auto-creation of Projects with predefined milestones upon deal closure.
Automatic generation of default Work Orders (Electrical & Construction).
Service Appointments created and scheduled directly from Work Orders.
Full visibility from lead generation to installation and post-sales service.
Results & Value Delivered
Improved collaboration between sales, operations, and field teams. Reduced manual effort and operational delays. Faster project execution and improved on-time installations. Real-time visibility into project and field service status. Scalable Salesforce foundation supporting long-term growth.
Powered by Cutting-Edge Tech
Leading technologies and tools used to build this solution.
Sales Cloud
Sales Cloud for lead, opportunity, and pipeline management
Marketing Cloud
Marketing Cloud for automated lead nurturing and campaigns
Service Cloud
Service Cloud for customer support and case handling
Field Service Lightning
Field Service Lightning (FSL) for technician scheduling and dispatch
PM+
Project Management (PM+) for tracking installations and milestones
Interface & Dashboard Previews
High-resolution interface previews and system screenshots.
What Our Clients Say
Our clients value not just our technical expertise, but our ability to deliver consistently, communicate clearly, and act as a true extension of their team.
They transformed our ideas into a fully functional product. Communication was smooth throughout the project, and their support helped bring it successfully live.
Aiden & Sydney
Co-Founder, Circlez
United States
Christoph
Director, 24hdrop
Austria
Tabish
Associate, Laidlaw & Company
United StatesCustom Software Dev for
Insurance Company
Creative Encode Technologies launched the project and is keeping track of the business milestones, MVP, and client demos. The team uses Trello to specify needs necessary for logical and business process context. They're currently maintaining the project's functionality for smooth operation.