Owners / Executives
Company-wide oversight across teams, reporting and major settings.
Team management
Run Multiple Commercial Solar Sales Teams From One CRM
Give owners company-wide oversight while each director or admin manages the team assigned to them and each rep works inside that team.
Organization model
A hierarchy that scales
Role-based access
Different roles need different views
Directors / Admins
Operational visibility into the specific team they manage.
Sales Reps
Focus on their own leads, opportunities, activities and sales tools.
Team operations
Keep the team connected
- Use lead ownership and assignment to keep accountability clear.
- Use reporting and pipeline roll-ups to understand team activity.
- Use chat, notifications and learning tools to keep work connected inside the CRM.
See Solaro CRM in your sales workflow
Start free or request a demo for your commercial solar team.