Sales Management

Sales Management

PowerOn™

Optimize your entire sales process with PowerOn™.

PowerOn sales management helps solar PV installation companies create quotations, convert them to orders and manage customer data in one system, from an initial request through a signed order. Because sales sits inside PowerOn, an accepted quote carries its customer and project details forward into project management and accounting automatically.

Module
Sales Management (PowerOn)
Quotes
Fast quotation creation
Orders
Quote-to-order in one step
Reporting
Real-time sales analytics

Use cases

Sales representative at a residential solar installer

Situation
Customer quotations are prepared from a document template while the pipeline of open opportunities is tracked separately, so it is easy to lose track of which quote is still awaiting a response.
How we solve it
PowerOn’s sales module produces quotations and converts them straight to orders once accepted, all inside the same pipeline view.

Sales manager overseeing several representatives

Situation
It is hard to see which quotes are outstanding across the team and which have converted to orders without asking each representative individually.
How we solve it
Real-time sales reporting in PowerOn shows the status of every quotation and order across the team in one view.

FAQ

Frequently asked questions

Can PowerOn create quotations for solar installations?

Yes. PowerOn lets your sales team create quotations quickly, using the same product and pricing data used elsewhere in the system, so quotes stay consistent across the team.

Does PowerOn convert quotes to orders automatically?

Yes. Once a customer accepts a quotation, it converts to an order in one step, carrying the line items and customer details forward without re-entry.

Does PowerOn centralize customer data?

Yes. All customer data is managed centrally in PowerOn, so sales, project management and accounting reference the same customer record instead of separate contact lists.

Can I see sales pipeline reporting in PowerOn?

Yes. PowerOn provides real-time sales analytics, so you can see open quotations, conversion to orders and sales activity as it happens, rather than in a periodic export.

Quotations

Create professional quotes quickly.

Orders

From quote to order in one click.

Customer Management

Manage all customer data centrally.

Reporting

Real-time sales analytics.

Optimize Sales

Increase your sales efficiency with PowerOn™.