Guides
Solar sales guides for installers
How to quote, follow up and run a solar sales team that wins more installations — written for solar companies in Pakistan.
What is a solar CRM? A guide for solar installers in Pakistan
A solar CRM is customer relationship management software built for solar installation companies. It records every enquiry with solar-specific details such as required kW, electricity bill and system type, moves each lead through a sales pipeline (contact, site survey, quotation, negotiation, won), builds solar quotations from your price list and automatically schedules follow-ups so no deal is forgotten.
Read guideSolar quotation format for Pakistan: what to include (with template)
A professional solar quotation in Pakistan should include: company details with NTN; customer name, address and reference number; system size in kW and type (on-grid, hybrid or off-grid); an itemised list of panels, inverter, batteries, structure, cabling and protection with brand, model and quantity; installation and transport charges; discount; GST; the total price; warranties; payment terms; validity date; and bank details.
Read guideHow to follow up on solar leads and quotations (without being pushy)
Follow up on a solar quotation the day after you send it, again after 3 days if there is no response, and make a recovery attempt at 7 days before marking the lead cold. Each touch should add value — answer a question, explain a component or share a site-specific detail — rather than just asking whether the customer has decided.
Read guideSolar CRM vs Excel and WhatsApp: which is better for a solar business?
Excel and WhatsApp work for a handful of leads, but they cannot remind your team to follow up, keep quotations consistent, show managers who is converting or protect your customer list when a salesperson leaves. A dedicated solar CRM does all of this automatically, and at PKR 3,999 per month it usually pays for itself with one extra installation.
Read guidePut these guides into practice
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