Sales opportunities
In the sales opportunities section, you can manage and convert sales leads, as it centralizes information to help qualify, follow up, and move each potential lead toward conversion.
How sales opportunities are generated
Sales opportunities can come from two main sources:
- User initiated opportunities are created when users interact with product recommenders in the app, such as solar PV, batteries, aerothermal, or tariff switch, and show interest. They may also originate from banners or special campaigns shown in the app. These opportunities are automatically classified as Interested in the portal.
Information about the available recommenders can be found here.
- Opportunities proposed by Clevergy are automatically detected based on energy consumption data and user behavior, allowing you to proactively reach out to potential customers. These are identified as Potential opportunities.
Currently, potential opportunities apply only to battery opportunities, which are generated when the user does not yet have a battery, has a solar PV system, and shows some level of energy export.
Product types
Sales opportunities can belong to different categories based on the type of product the user is interested in:
- Aerothermal: installing an aerothermal system.
- Battery: installing an energy storage battery.
- Solar PV: installing photovoltaic solar panels.
- Electricity contract: signing a new electricity contract.
How to update the status of a sales opportunity
Effectively managing sales opportunities requires keeping their statuses updated. This centralizes lead tracking and helps you identify the next best action for each case.
You can update the status from within the opportunity details by clicking on the current status and selecting the appropriate option from the dropdown menu. The available statuses are:
- Potential: opportunity automatically suggested by Clevergy based on energy data and user behaviour analysis. These are proactive leads you can reach out to.
- Interested: opportunity initiated by the user after expressing interest in a specific product.
- Formalized: the user has accepted a contract or proposal.
- Converted: the payment has been received, and the product or service is being delivered.
- Rejected: the opportunity was lost, either because the user declined or stopped responding.
Most status updates are done manually. However, in certain cases, statuses may update automatically. For example, when a user completes a new electricity contract through the app, the opportunity will automatically move to Formalized.
To help you efficiently prioritize leads, the default view sorts opportunities by their creation date, showing the most recently created ones first.
How to make the most of all the information in a sales opportunity
To make informed decisions and manage each lead effectively, click on an opportunity to access detailed information, including:
- Lead's personal and supply data: access essential information to identify the opportunity.
- Interaction history and notes: keep track of all communications and interactions by adding notes, for example, "Call unanswered" or "Proposal sent." This ensures you stay organized and can follow up effectively.
- Relevant energy data and usage patterns based on the product type: this will help you understand their needs and tailor your proposals accordingly. For example:
- For solar PV installations: view the annual consumption and the PVGIS production estimates to assess the potential solar energy generation, providing a realistic outlook for the lead.
- For batteries: analyze consumption and production patterns to suggest the best solutions for maximizing energy efficiency.
Keeping this information updated allows you to track progress, personalize your follow-ups, and increase conversion rates.