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  
  • Collect required information from the utility bill without any manual discrepancies 

  • Lead qualification based on current energy utilization, feasibility for solar 

  • Get geo-location and satellite image for accurate quotes 

  • Lead scoring was largely intuitive 

Solution
  • Rolling out salesforce.com with Lightning across the organization 

  • OCR-based utility for identifying current power utilization and hours  

  • Geo-location utility via GPS 

  • Creating mobile app using Lightning that enabled field-sales to input prospect information, take geo-location and current power utilization and hours  

  • Input everything from app to salesforce for automatic lead scoring 

  • Data analytics and dashboards for reviewing lead quality and opportunity analysis 

Technologies used 
  • Ionic 

  • GPS 

  • Salesforce Mobile App Builder 

  • Salesforce Flow 

  • Salesforce objects 

  • Salesforce dashboards 

Integrations 
  • Salesforce.com 

Outcome 
  • 4X improvement in quality of leads 

© 2020 by Aimify

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