LocalPower
Proposal Tool & CRM for Solar Power Company
About The Client
Texas Solar Professional is the best Solar Power company in Dallas TX.
Company offers two main services in solar: solar panels itself and back-up power for solar panel systems.
Jeff Polvika and Ryan Wallace merged companies in 2021 to create the best solar company in Texas.
Challenges
After exploring several pre-packaged proposal tools like Solargraf and SolarEdge, our client approached us to create a bespoke software tailored to their unique sales and delivery processes.
The primary challenge was to develop a user-friendly roof design tool integrated within a custom CRM and project management software, crafted from scratch to streamline their operations.
Our Solution
We crafted a custom CRM proposal tool equipped with a project management module and an automated solar panel placement algorithm. This solution significantly accelerated the proposal preparation process for the company’s sales team, doubling their speed and enhancing productivity.
Services We Provided
We guided our client from project inception through to design and development, culminating in ongoing support through monthly retainers, establishing a lasting partnership.
Product Strategy
Discovery Phase
UX / UI design
Software Development
QA & Testing
Monthly Support
Product Strategy & Roadmap
80% of your project success depends on the proper Discovery Phase, Product Strategy, and detailed Technical Roadmap. This is what we did at the beginning of the LocalPower project.
Plan
Onboarding
Do users have a great first experience?
User Interface
Productivity
Technical Risks
Web Application Design
The next step is all about proper User Experience and Digital Product Design. This is what we do right before we start any development.
Custom CRM
We developed a comprehensive CRM for our client, customized to their unique lead generation, sales, and proposal process.
Want to Hire Us and Build the Next Success Story Together?
Proposal
In collaboration with Texas Solar Professionals, we devised a unique proposal process that streamlined project sales into three simple steps.
Roof Design Tool
The pinnacle challenge of this project was crafting a geometrical algorithm that synergizes with external APIs and AI/ML components, automating the optimal placement of solar panels on client roofs. This integration ensured accurate sizing and enhanced sales efficacy. Real size, real sale.
Responsive Design
Our team successfully optimized the platform for mobile screens, expanding its accessibility. As a segment of the project, we also developed distinct apps to facilitate field workers in their operations.
Seal the Deal
Another significant facet of the project was the automated generation of client-facing proposals, agreements, and signature processes, all streamlined to an online format for a hassle-free experience.
Project Outcome
Do you want the same results for your digital product or app?
Better Delivery
The new project management module enhanced intra-company communication and significantly reduced the overall project duration time.
Better Proposals
The new CRM enabled sales representatives to quickly send out improved and more precise proposals, a shift that translated into increased frequency and scale of sales.
Higher Margin
Consequently, a few months post the new system's release and employee adoption, the company's margin surged by nearly 8%.
Saved Money & Time
With the new software tool implemented, Texas Solar Professionals substantially reduced both time and costs associated with sales and project delivery.
“Vitaliy helped me with our first version of our software program. He and his team did an awesome job. I would give my experience a 10 out of 10. I really appreciate your team and suggest to work with these guys!”
LocalPower Development Process
We’ve used more than a decade of our experience to streamline the tech startup creation process. This is how we proceed from collecting ideas to an MVP launch and beyond.
List goals and ideas
Firstly, we want to understand why the client needs the software. After that, we collect product ideas and access their technical viability. Those efforts allow us to roughly estimate the project cost.
Create product strategy
Before planning the development process, we help our clients to come up with the software product strategy. It includes the definition of the unique value proposition, monetization possibilities, the ways for users to find the software, and so on.
Design product roadmap
The product strategy transforms into exact software requirements and features to fulfill them. We define the scope for an MSP, the Minimum Sellable Product - the concept we prefer to use over MVP as more precise. Our team creates screen mockups, defines the technical stack, and describes a detailed project plan
Launch MSP
We prepare a production server, set up external APIs, backups, dependencies, configure payment gateways, etc. When the product gets its first users, we collect early feedback that serves as a valuable source of insights.
Develop MSP
As development goes on, we keep in touch with the client offering status updates meetings, demo sessions, and so on. We strive to be as agile as possible. In some cases, our team can adjust its course in the middle of the project.
Support and maintain software
Our team offers customer support and eliminates any problems if they appear. At the same time, we help an MSP to grow into a full-fledged solution, designing and developing new features.
Technologies We Use
React
Angular
Backbone.js
Javascript
Django
Python
RabbitMQ/Celery
Postgresql
PWWatts Calculator
Bank Loans API
Roof Geometry JS
Zillow API
Zapier API
Our Team
Taras Melnychuk
Anastasiia Maslyuk
Maksym Rudiuk
Serhiy Valchuk
Front-End Developer
Anastasiia Haiduk
Related Projects
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Contact Us
Kate Pakhomova
Sales Partner, SoftFormance
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