EMPOWERING FIELD-SALES
WITH MOBILE APPS
PROJECT: Lightning based mobile app
TECHNOLOGY:
Ionic
GPS (Geo-location)
Salesforce Mobile App Builder
Salesforce Flow
Force.com
angularjs
iOS/ Android
RESULT: 4X Improvement in quality of leads
Background
Our client is a major roofing contractor that recently added solar roofing to their portfolio. They provide complete engineering, procurement and construction services for solar projects for utility and commercial/industrial clients. The solar arm was created to bring better energy solutions to our partners and greater opportunities to our communities. They have forged a reputation for unsurpassed safety, workmanship, on-time delivery and customer satisfaction.
Problem statement
Contractors are seldom at their desktop computers when trying to qualify whether a site is viable for solar and the forecasted ROI. A mobile solution was needed to make it easier to record the necessary information and provide a calculator for ROI and savings.
Problem identification
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Collect required information from the utility bill without any manual discrepancies
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Lead qualification based on current energy utilization, feasibility for solar
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Get geo-location and satellite image for accurate quotes
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Lead scoring was largely intuitive
Solution
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Rolling out salesforce.com with Lightning across the organization
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OCR-based utility for identifying current power utilization and hours
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Geo-location utility via GPS
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Creating mobile app using Lightning that enabled field-sales to input prospect information, take geo-location and current power utilization and hours
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Input everything from app to salesforce for automatic lead scoring
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Data analytics and dashboards for reviewing lead quality and opportunity analysis
Technologies used
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Ionic
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GPS
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Salesforce Mobile App Builder
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Salesforce Flow
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Salesforce objects
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Salesforce dashboards
Integrations
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Salesforce.com
Outcome
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4X improvement in quality of leads