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A role-based solar sales CRM giving Suryam's pan-India team real-time channel ROI and a single lead pipeline from first contact to won deal.
Suryam
SaaS & CRM Platforms
A role-based solar sales CRM giving Suryam's pan-India team real-time channel ROI and a single lead pipeline from first contact to won deal.
Suryam's pan-India solar sales team was generating leads from Meta Ads, Google, WhatsApp and referrals, but had no way to see blended cost-per-lead or pipeline value across channels in one place. Regional managers and reps worked from siloed spreadsheets, so site-survey scheduling, proposal follow-up and negotiation stages were easy to lose track of, and zone-level win rates were only visible at month-end. Leadership needed real-time channel ROI and a role-based view spanning admins down to field reps.
• Role-based login (Super Admin, Regional Manager, Team Lead, Sales Rep, Marketing Manager, CXO) scoping each user to the right data
• Lead Pipeline funnel tracking New Lead through Contacted, Site Survey, Proposal Sent, Negotiation and Won stages
• Channel ROI table comparing CPL, ROAS and spend-vs-closed-won trend across Meta Ads, Google Ads, WhatsApp and referrals
• Sales Rep Leaderboard and Zone Performance views for contact rate, assigned leads and deals won, by city
• Meta CAPI Loop integration and Campaign Analytics module connecting ad spend directly to pipeline outcomes
• Tracked a 19.4% lead-to-win rate live across the pipeline instead of only at month-end
• Brought blended cost-per-lead down to a visible ₹268 figure across Meta Ads, Google Ads, WhatsApp and referrals
• Gave leadership real-time visibility into ₹2.27Cr of pipeline value spanning all regions and channels
• Connected ad spend directly to won deals via the Meta CAPI Loop, replacing manual channel-ROI guesswork
