Podium Integration

Podium Integration

Everything you need. One platform.

Podium is redefining the way customers interact with local businesses. Podium’s Interaction Management platform uses messaging to make it convenient to interact with your leads, customers, and teams along every customer touchpoint. With Podium, you can message your leads and customers, get reviews and feedback, and communicate easily with your team, all in one easy-to-use inbox. It powers the conversations that matter most to your business, putting you miles ahead of the competition.

Why SOLO loves Podium:

1) Reviews at the point of sale right in the SOLO proposal.

2) Receive and manage online reviews.

3) Review sharing across platforms.

4) The easiest way to create an online presence and reputation, resulting in more new leads for you.

This upcoming integration is going to be game-changing for SOLO clients. A business card, flyer, email or any other method you are using to ask your roofing or solar clients for reviews, is unreliable. With this SOLOxPodium integration, your sales professionals can gather reviews from the homeowners at the point of sale right in the SOLO proposal. With all that the SOLO proposal has to offer, this is another integration that is dedicated to improving your business. This integration simply makes sense and SOLO is more than excited for you to experience what our friend, Podium, has to offer.

Learn more about Podium here.

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Nearmap Integration

Nearmap Integration

Inspect, measure or analyze locations from anywhere, turning high-definition aerial map data into a powerful project management tool.

Nearmap was founded with one goal: to empower all kinds of businesses and organizations, no matter what size or industry, with reliable aerial data. Up-to-date, richly detailed location intelligence powers projects for customers across the globe. If Nearmap can change the way people view the world, they can also profoundly change the way they work.

Every day, Nearmap helps thousands of users conduct virtual site visits for deep, data-driven insights — enabling informed decisions, streamlined operations, and significant cost savings.

Nearmap captures the urban United States and Canada multiple times per year. New aerial images are processed and streamed to the cloud within days. Get instant access to all current imagery and historical aerials, accurately georeferenced to show you truth over time.

View incredible detail with Nearmap’s high resolution aerial imagery. Satellite images are often blurred by weather or atmospheric conditions. Nearmap captures leaf-off and leaf-on aerial photos year round under the best possible conditions, so you can understand the critical details of your project or asset.

What this means for SOLO users:

Most people need a visual aid to fully understand something. Having the ability to show them an accurate, high-definition image right in the SOLO proposal is a game changer and makes all the difference to potential customers. Images speak louder than words and Nearmap ensures you can show crystal clear images with ease. The satellite images the Nearmap integration adds to the proposal, compliments the already clean design of the SOLO proposal, ultimately creating a pleasant visual presentation for the sales experience.

This integration is another in the long list of SOLO partners that improve the process for you and your sales teams.

Learn More about Nearmap here.

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Balance Claims Integration

Balance Claims Integration

Your answer for Third-Party Administration estimates, supplements and claims handling.

Balance Claims LLC is the nation’s leading Third-Party Administrator (TPA) for General Contractors. They focus on high volume claims management, Xactimate & all types of estimating, supplementing and back office support related to storm damage restoration claims handling. Balance’s customer service, process-driven and systems-forward approach is designed to meet your business where it is at. They are knowledgeable, compliant and vertically integrated with all leading systems and vendors. Experience the Balance Way!

Founded in 2015, Balance, LLC is a Business Process Outsourcing (BPO) firm focused exclusively on assisting contractors to manage their businesses as efficiently and effectively as possible. As a third-party claims administrator and specialized consultancy, they help contractors save time and money by offloading the management of their claims administration including both the Xactimate estimates and supplements work processes. Balance partners with most of the leading technology platforms and service vendors in the space to deliver thorough, compliant, and timely claims management. This allows clients to focus on selling, building, and billing. Acting as a direct extension of clients, Balance works within their platforms and processes to provide seamless and timely delivery with a focus on customer service and business process.

What this means for SOLO users:

Like most of our integrations, Balance Claims is available right in the SOLO proposal. You can get potential roofing clients a claim and a proposal, all in one application. This speed and ease of use means more immediate closed deals for your D2D team.

This integration is another in the long list of SOLO partners that improve the process for you and your sales teams.

Learn More about Balance Claims here.

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Sunlight Financial Integration

Sunlight Financial Integration

Sunlight Financial x SOLO. More time for what matters.

Sunlight Financial is a technology-enabled point-of-sale, specialty finance company.  Sunlight partners with contractors nationwide to provide homeowners with financing for the installation of residential solar systems and home improvement upgrades.  Sunlight also partners with banks and credit unions who are committed to providing financing for these projects.  Sunlight’s best in class technology and deep credit expertise simplify and streamline consumer finance, ensuring a fast and frictionless process for both contractors and homeowners.  Sunlight has recently become one of the largest facilitator of residential solar loans in the nation.  Since 2014, Sunlight has arranged financing for more than $1 billion in loans. 

Solar installers have found Sunlight an attractive option based on:
1) a sophisticated underwriting process that approves a significant number of consumers while still making Sunlight the most stable long-term partner,
2) a simple process including a soft credit check option that doesn’t require date of birth or social security number, and
3) the lowest cost of financing in the industry.

The Sunlight & Solo integration allows solar company leaders an easy process to provide their customers with accurate designs.  Each of your solar consultants will now have additional time each day to speak with more customers and increase your sales number.  Most importantly, Sunlight Financial allows you to make an additional $500-$2,000 per sale compared to other financing options.

For more information, visit https://sunlightfinancial.com/.

Sales Rabbit Integration

Sales Rabbit Integration

This was reposted with permission from Sales Rabbit.

 

Meet SOLO, the latest SalesRabbit integration.

We’re determined to make life easier for our customers. Usually, this means we need to complement other software services they use, and even find new solutions for them that they haven’t considered yet. As a result, our integrations library is continuously growing. And that’s good news!

We’re especially excited to announce our most recent integration, SOLO.

SOLO is a proposal tool for field sales reps in the roofing and solar industries. SOLO streamlines your sales process by allowing you to create dynamic, interactive and customizable proposals. That means your reps can provide a much more engaging presentation to their prospects. They can also close deals easier and faster, which leads to higher conversion rates for your sales reps.

The integration makes it easy to share information between SalesRabbit and SOLO, which means you can quickly populate proposals with SalesRabbit lead info. You can also send data the other way and update your SalesRabbit lead info with a SOLO proposal. With this integration, information stays consistent between your apps and on all your lead/customer records.

Bottom line: when you use SalesRabbit and SOLO together, you’ll be able to inspire more confidence in your customers and you’ll close deals quickly and reliably. That’s money in the bank.

Check out the rest of our integration library to view other great solutions like SOLO. If you’d like to learn more about our product, or are interested in integrating with us, you can talk to a rep or read more about our API.

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