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Description
SunShip is an innovative app designed specifically for solar sales teams, providing both iOS and Android applications for representatives working in the field. This tool meticulously records every door approached, along with metrics such as the set-to-sit ratio, sit-to-close ratio, and installation ratio, enabling managers to have a clear understanding of each representative's performance. Commissions are calculated automatically based on the company's tailored redline, which includes customizable pay structures for individual reps and management of overrides when necessary. The app supports multi-office team management, allowing the operation of several branches under a single account, while offering role-specific permissions for various users, including admins, managers, setters, closers, area directors, and regionals. Additionally, the web-based territory feature provides managers with a real-time overview of lead locations and team distribution. With an anti-pin spoofing mechanism in place, the app ensures that representatives are genuinely at the doors they claim to be knocking on, instead of falsely reporting activity from their vehicles. Ultimately, SunShip consolidates all the essential tools needed to effectively manage a solar sales team into one comprehensive platform, streamlining operations and enhancing productivity.
Description
To achieve $1M in revenue with a closing ratio of 40%, the sales team must generate a pipeline of opportunities valued at $2.5M based on this calculation. UPilot simplifies this process by automatically tracking the closing ratios for both the entire team and individual sales members. Utilizing a CRM effectively allows teams to foresee revenue streams, make proactive investments, confidently expand their workforce, and ensure consistent growth. However, if users lack control over their sharing preferences, managers may struggle to accurately assess closing ratios and forecasts, ultimately hindering predictable growth. Implementing a CRM that offers top-down role-based access is crucial to avoid stagnation and excessive costs as growth strategies are developed. Unfortunately, many CRM systems either lack this essential feature or reserve it for their most expensive Enterprise tiers. Consequently, once a strategy for growth is established, organizations often face the dilemma of either transitioning to entirely new, complex systems or paying a premium for higher-tier plans in order to access necessary features. The importance of selecting the right CRM cannot be overstated, as it plays a pivotal role in shaping a company's future success.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Asana
No
Basecamp
No
Brevo
No
Drip
No
Gmail
No
Google Calendar
No
Google Docs
No
HubSpot CRM
No
HubSpot Customer Platform
No
Jira
No
Integrations
Asana
Yes
Basecamp
Yes
Brevo
Yes
Drip
Yes
Gmail
Yes
Google Calendar
Yes
Google Docs
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Jira
Yes
Pricing Details
$59/month/user
Free Trial
No
Free Version
No
Pricing Details
$29 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SunShip
Founded
2025
Country
United States
Website
www.sunshipsales.com
Vendor Details
Company Name
UPilot
Founded
2016
Country
United States
Website
upilot.com
Product Features
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
