Amidst the dynamic challenges of lead generation in the solar industry, SunLead proudly presents its groundbreaking solution – the SunLead Outbound Tool! This innovative feature transcends conventional tools; it’s a robust powerhouse that provides businesses a precision-focused strategy to engage potential customers. Get ready for an evolution as SunLead reshapes the core of lead generation, offering a seamless and invigorating journey for enterprises poised to redefine their approach.
SunLead Outbound Tool Purpose
The purpose of the Outbound Tool in SunLead is to facilitate precise lead generation strategies, enabling businesses to target specific households effectively. This tool empowers users to curate personalized postcards containing tailored solar panel recommendations, cost-saving insights, and energy efficiency benefits for individual addresses. By harnessing the Outbound Tool, businesses can drive engagement and generate quality leads efficiently.
Step-by-Step Guide to Using SunLead’s Outbound Tool:
Step 1: Begin by logging into your SunLead account and navigating to the Outbound Tool. Click on the “New Campaign” button to create a campaign.
Step 2: After clicking the “New Campaign” button, a pop-up window will show on the screen requesting for some information, including the campaign name, the target location, and the contact number. Click “Create Campaign” once all the information has been correctly entered.
Step 3: Once the campaign has been created, now an interactive map with campaign details side drawer will appear on the screen.
Step 4: From the map, choose the residence you want to send the postcard to. A modal showing the specifics of the house will show up on the screen after you select one. Now all you have to do is click the “Add To Campaign” button to add that house in the campaign. Furthermore, you are allowed to add as many houses as necessary. As of now, adding houses to the list is unrestricted.
After clicking on the “Add To Campaign” button, the campaign will get added to the list.
Step 5: Now, to see the proposal/postcard, click on the “Send Proposal button”.
Also, if you want to remove that selected address from the list then just simply click on the “Remove” button.
Step 6: When you click on the “Send Proposal” button then another modal will open just right to the campaign list modal. On that modal you can see two options to create the proposal.
- via number of solar panels
- via average monthly KWh usage
Let’s assume that we are entering the number of panels to create a proposal. Click the next button located in the lower right corner of the screen after entering the number of panels.
Step 7: After clicking on the next button the proposal will be generated with all the necessary details as per the postcard template.
After verifying all the details of the proposal, click on the “Send Proposal” button. Once you click on that button the proposal will be sent from our side.
Step 8: Once the proposal will be sent from our side, you can now able to track the postcard.
Also you can schedule the next follow-ups after a particular day/s of the delivery of the postcard.
Also, you can change the template of the postcard.
The Sunlead Outbound Tool revolutionizes solar campaigns, transforming them into engaging interactions with potential customers. By leveraging this feature, businesses can propel their lead generation efforts, driving conversations and building connections with interested parties.
Conclusion:
SunLead’s Outbound Tool marks a significant milestone in lead generation for the solar industry. It streamlines the process, enabling businesses to establish meaningful connections with potential customers through personalized engagement. This feature fosters an environment where data-driven strategies and personalized outreach converge, shaping the future of lead generation in solar businesses.
