Salesforce for Solar Companies
From originations to operations, Salesforce can power your entire solar project lifecycle — but only if it's implemented with your business in mind. Summit Shepherd designs Salesforce instances that serve developers, IPPs, and EPCs.
Pipeline Management
Track deals, partnerships, and site opportunities in one centralized system.
Permitting and AHJ Tracking
Custom objects and flows to manage authorities having jurisdiction and interconnection steps.
Team Coordination
Field and back-office communication and case management via Service Cloud or custom apps.
BI and Integration
Integrated reporting, dashboards, and connections to Procore, Zoho, and document tools.