Manage solar leads, appointments, field activities, follow-ups, territories, and sales team performance from one connected platform.
NavigatorPro helps solar sales teams organize field operations, manage customer and prospect activity, coordinate representatives, and maintain visibility into sales activities throughout the workday.
Solar sales teams need to manage leads, customer appointments, field activities, follow-ups, and representatives working across different territories.
The right solar sales software should help teams organize prospects, schedule appointments, assign field activities, manage territories, track representative activity, and review sales performance.
NavigatorPro connects these sales and field operations in one platform, giving representatives the tools they need in the field and managers greater visibility into daily activity.
Managing solar sales across multiple territories requires teams to coordinate prospects, appointments, field representatives, follow-ups, and daily sales activities.
Solar teams can lose track of prospects, lead ownership, follow-ups, and opportunity progress as sales activity moves across different customer locations and territories.
Customer consultations and sales meetings can become difficult to coordinate when representatives manage multiple appointments across different locations.
Sales coverage can become difficult to organize when representatives work across different territories, customer locations, and prospect areas.
Managers can struggle to keep consultations, follow-ups, and assigned sales activities aligned across representatives working in the field.
Managers can lack visibility into representative locations and field activity while teams are working across territories during the day.
Managers can have difficulty reviewing leads, appointments, field activities, expenses, and representative activity in one place.
Solar sales teams need to coordinate customer interactions and field activities while giving managers visibility into sales operations across representatives and territories. NavigatorPro connects sales management and field operations so teams can organize daily activities from one platform.
Capture and organize solar prospects, assign leads to representatives, and maintain customer information so sales teams can manage opportunities through the sales process.
Organize opportunities through defined sales stages and use pipeline views to understand where prospects currently stand throughout the sales process.
Schedule and organize customer appointments so representatives can keep upcoming meetings accessible while managers maintain visibility into scheduled sales activity.
Create and assign field activities to representatives, track their progress, and keep managers informed about completed, pending, and upcoming sales work.
Assign field tasks and sales activities to representatives based on field requirements, helping managers coordinate team members and customer activities.
Plan routes across multiple customer and prospect locations so representatives can organize daily visits and manage travel between scheduled field activities.
Track field representatives in real time from clock-in to clock-out, giving managers visibility into their location and field activity throughout working hours.
Use location information during field activities to support records of representative presence, attendance, and customer visits.
Record representative attendance through location-based check-ins and clock-in and clock-out activity, creating a clear record of when field work begins and ends.
Set geographic boundaries and receive location-based alerts when representatives enter or leave defined areas, helping managers maintain visibility into field activity.
Capture field information with location-based proof to document customer visits and provide supporting evidence connected to completed sales activities.
Create customized forms for surveys, customer information, feedback, and other sales activities that representatives can complete directly while working in the field.
Keep representatives and managers informed with real-time notifications related to sales activities, assignments, updates, and other important field events.
Automate defined sales workflows and actions so teams can reduce repetitive coordination and keep important activities moving through the appropriate process.
Review sales activities, representative activity, appointments, leads, and other available information to understand field sales activity across the organization.
View key sales and field information through dashboards that give managers a centralized view of operational activity and team activity.
Manage users and their access within the platform so sales organizations can organize representatives, managers, and other team members appropriately.
Record and manage sales-related expenses so representatives can maintain expense information while managers review field spending and related records.
Solar businesses operate across customer locations, territories, and sales stages, requiring field teams and managers to stay connected throughout the workday.
Manage residential prospects, appointments, sales activities, customer visits, follow-ups, and representative activity from one connected field sales platform.
Organize commercial prospects, customer appointments, sales activities, territories, and field representatives while maintaining visibility across your sales operation.
Manage leads, appointments, tasks, forms, routes, and field activities while managers maintain visibility into representative activity and performance.
NavigatorPro combines practical field-sales tools with the flexibility and value solar businesses need to manage their teams and daily operations.
Give solar sales teams a straightforward way to manage leads, appointments, field activities, and customer information from one platform.
Bring lead management, sales pipelines, appointments, territories, routes, field activity, customer visits, expenses, and performance analytics together in one platform.
Access lead management, field sales, territory, tracking, and performance capabilities through one platform starting at $10/user/month.
Manage sales, territories, field activity, customer visits, and performance information in one platform instead of separate tools.
NavigatorPro is a field sales and service platform that brings sales management, field operations, customer information, and team visibility together in one connected platform.
It helps teams manage leads, appointments, territories, routes, field activities, customer visits, expenses, and performance while giving managers visibility into field operations during working hours.
NavigatorPro helps solar sales teams manage leads, sales stages, appointments, field activities, customer visits, representative tracking, expenses, and performance analytics from one platform.
Teams can capture and organize prospects, assign leads to representatives, and move opportunities through defined sales stages while maintaining relevant customer information.
Representatives and managers can view and manage scheduled customer appointments and keep relevant meeting information accessible alongside other sales activities.
Live rep tracking provides visibility into representative locations from clock-in to clock-out, so field activity is tracked only during working hours.
Managers can use location verification, field check-ins, clock-in and clock-out records, and proof of visit information to maintain visibility into field activities.
Teams can organize appointments, assign field activities, plan routes, capture custom field forms, and record proof of visit information during customer interactions.
Managers can use performance analytics, dashboards, reports, activity information, and expense records to review sales operations and representative activity.
See how NavigatorPro can help your solar sales team stay organized and connected across daily field operations.
Manage solar leads, plan routes, update customer visits, and complete daily field sales work from your phone.
