Contact person: Business Client

Phone:Show

Email:Show

Location: Pune, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"SOLAR EPC COMPANY OPERATIONS – STEP-BY-STEP PROCESS

A fully integrated operational workflow that connects Sales, Accounts, Administration, and Field Operations — ensuring speed, transparency, and client satisfaction at every stage.


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1. SALES MANAGEMENT

Lead Collection

Multi-channel enquiry capture (Website, Calls, Referrals, Social Media)

Smart lead routing by region, segment, or sales executive

Instant assignment through automated CRM triggers

Lead follow-up reminders via email or SMS notifications


Proposal Generation

Fast site assessment scheduling with geo-tagged survey tools

Automated system design and costing engine for quick proposals

Instant, professional quotation or offer letter generation (PDF with digital signature)

Optional ROI calculator for clients


Sales Tracking

Live sales pipeline visualization with color-coded stages

Conversion analytics for every lead and campaign

Real-time team performance dashboard

Integrated target vs. achievement monitoring



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2. ACCOUNTS MANAGEMENT

Payment Scheduling

Automated milestone-based billing (Advance → Stage → Final)

Smart payment schedule generator linked with project timeline

GST-compliant invoicing with one-click download and email delivery

Optional discount or promotional offer configuration


Payment Tracking

Real-time collection dashboard showing received and pending payments

Automated payment reminders through SMS and email

Smart overdue alerts for clients and management

Reconciliation report between bank, CRM, and accounts



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3. ADMINISTRATION & DOCUMENT PROCESSING

A. Client Documentation

Digital document checklist for every client or project

Secure cloud repository for easy access by authorized staff

Expiry and renewal alerts for documents such as PAN, Aadhar, etc.

Instant file sharing and verification system



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B. End-to-End Application Processing

1. PM Saur Portal (Subsidy)

Document upload and validation

Real-time application status tracking

Subsidy approval and payment monitoring


2. MSEDCL Load Extension

Auto-generated load enhancement applications

Centralized document management system

Approval and sanction tracking dashboard


3. Net Metering Application

Pre-filled net metering forms using CRM data

Technical drawings and certificates auto-attached

Live status updates for approvals and inspections


4. MSEDCL Loan Processing

Loan file preparation (PAN, income proof, agreement, etc.)

Submission through digital workflow

Real-time sanction and disbursement tracking


5. RTS MSEDCL Automation

Automated document generation using templates

Digital submission and workflow tracking

Application status alerts


6. On-Site Discom Liaisoning

Automated inspection scheduling

Coordination dashboard for field and discom teams

Online release letter and inspection tracking


7. Physical Meter Replacement

Real-time coordination between site and MSEDCL teams

Auto-reminders for site availability and replacement

Meter installation photo-verification system


8. System Commissioning

Final safety and performance verification checklist

Automated commissioning certificate generation

Data synchronization with CRM for maintenance tracking


9. Client Training & Handover

Detailed system operation demonstration

Monitoring app setup and training session

Client-specific maintenance guidelines

Support contact and escalation details


10. Final Payment Recovery

Automated reminders with integrated payment links

Dashboard update upon payment receipt

Final invoice and receipt generation


11. National Solar Portal Compliance

Warranty registration for modules and inverters

DCR compliance document uploads

Subsidy claim and payment release monitoring


12. Subsidy Payment Recovery

Automated subsidy tracking system

Payment reconciliation between bank and portal

Client notification upon subsidy credit



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4. MANAGEMENT & TEAM COORDINATION

Work Assignment System

Survey & Design Team

Automated survey scheduling via CRM calendar

Design allocation based on project type

Integrated layout creation tools with version control


Fabrication & Erection Team

MMS fabrication scheduling and progress tracking

Material dispatch and inventory linkage

On-site erection progress dashboard


Electrification Team

Job allocation for electrical wiring and inverter installation

Real-time progress tracking with completion logs

Grid synchronization status updates



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5. TECHNOLOGY ENABLERS

CRM Features Required

Multi-user access with role-based permissions

Mobile app for on-field teams with live updates

Real-time push notifications for milestones and alerts

Automated workflow approvals and escalation hierarchies

Secure document management system (DMS)

Integrated payment gateway and SMS/email automation

Analytics and reporting dashboard for management insights


Key Integrations

MSEDCL and National Solar Portal connectivity

Payment gateways (Razorpay, PayU, etc.)

SMS and email automation APIs

Google Maps integration for site mapping

Document generation and eSignature tools



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6. PERFORMANCE MONITORING

Real-Time Dashboards

Live overview of all active projects

Team productivity and attendance analytics

Application approval rate visualization by stage

Payment collection efficiency metrics

Customer satisfaction and feedback tracking


Automated Alerts

Application and subsidy status notifications

Payment due reminders

Task and assignment alerts

Document expiry warnings

Project milestone completion updates" (client-provided description)