Megh solar CRM, A pioneer product designed and developed on research for Australian Solar Industry

1. A Software and
Technology Firm
Innovative Technology for Better Business
Megh
Technologies

2. Introduction
Supporting clients to achieve
their technology goals since 2007.
Enabling high end business
software solution, professional IT
consulting services in Innovative
IT products including fortune 500
companies.
Team size of over 50+ technology
experts.
Global locations and multiple
offices in India, Dubai, Kuwait and
UK
.

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Why Solar CRM
Falling behind in utilizing software for solar companies means giving up potential growth
opportunities, efficiency, and wasting resources (time/workforce) when you can get more
work done in a short time with little effort.
As a business owner, manager, installer, sales rep, or other type of staff employed
within the solar industry, having the proper tools to execute the tasks related to your
role makes the job a lot easier
Growing a solar business requires focus on resource management. Management
of available capital, human resources, assets, and use of time will largely dictate
how well-positioned a business is to operate, expand, and dominate their market
The availability of different types of solar software introduced a new level
efficiency, effectiveness, and accountability to solar companies and sales
professionals by helping them simplify tasks and improve operations
Solar software makes it possible to get real-time information about
prospects, customers, and projects to manage them remotely through
mobile applications.
Types of CRM and Software required are CRM Software,
Estimating Software, Proposal Software, Design Software and
Solar Project Management Software

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Megh Solar CRM is an innovative
automation to power Solar Business in
Australia. It incorporates state-of-the-art
customized applications specifically
catering to this industry. This gives you the
freedom to manage all the business
operations right from your office desk. Our
specialized CRM application gives you an
added edge and keeps you ahead in the
competitive market to deliver efficient and
well-timed customer reach to give you an
added advantage on competition.
Megh Solar CRM

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Advantages Megh Solar (CRM)
➢ Megh Solar CRM is a 3 in 1 cost efficient solution to help you with
Customer Relationship Management, proposal Management and
Project Management
➢MeghSolar CRM integrates tools specific to the
competitive Solar Industry in Australia
➢MeghSolar CRM is a customized operating
application for Solar Industry dedicated in Australia
➢ MeghSolar CRM helps you to allow large operations
from your small office
➢ MeghSolar CRM give you an edge from the other competitors
with its tailored features to run hassle free operation.
➢ MeghSolar CRM is a revolution to run Solar Business in Australia

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Megh
Solar CRM Advantages
Manage client relationship and
customer data efficiently01
Increase Revenue and Profitability by
minimizing errors and automating
processes
02
Keep in touch with your sales prospects,
clients, and tasks efficiently.03
Manage projects requires organization to
send proposals and manage progress
tracking which is simplified by using
Proposal and project management
04
Using data produced by business activity,
you’ll be able to understand valuable
insights that allow you to manage your
business more effectively.
05

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CRM Modules
Leads and Quote Management
STC and Compliance Management Ware house Management
Order and Installation
Management
Invoice and Collections
Management
Dashboard and Reporting
Easy Setup Process

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Lead Management
20% 40% 80% 60% 90%
Lead
Capture
1
Bulk
upload
2
Lead
Assignment
3
Lead
Tracking
4
Follow up
and Source
5
➢User friendly Lead entering
process.
➢Leads can be uploaded through
Bulk Leads Upload module
➢Automatic check for Lead
Duplication
➢Easy to Assign leads to sales Rep
and keep track of it
➢Easy to track follow ups on Leads
➢Easier End to End Tracking of leads

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Quote Management
20% 40% 80% 60% 90%
Time
Consumption
1
Adding
Additional
Details
2
Payment
plans
3
Different
product
Pricing
4
Quote
recording
and
Duplication
5
➢Autofill of Client Details from
Leads.
➢Easy to select Panels & Inverters
from the masters quote.
➢Easier to add site details /
distribution application details /
meter details & supporting
documents.
➢Easier to add price for Basic System
Cost / Roof Type / Additional Cost.
➢Easier to track follow ups on Leads
➢Easier End to End Tracking of leads
and its management.

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Order Management
20% 40% 80% 60% 90%
Order Tracking
1
Order
Processing
2
Installer
Availability
3
Installation
Scheduler
4
Stock and
inventory
Management
5
➢Track Quotes converted to Order
once the Deposit Amount is Paid
➢Pre Installation checklist including
variable cost
➢Contract Status
➢Records of customer notes and
details
➢Customer Payments Deposits
➢Approval & Application
➢Stock Delivery
➢Installer Assignment

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Installation Management
20% 40% 80% 60% 90%
Client Request
1
Site Details
and
records
2
Stock and
Scheduling
Management
3
Transit of
Compliance
Documents
4
Installation
and
Feedback
5
➢Two defined roles like Pre
Installation & Post Installation.
➢Installation Scheduling.
➢Selecting list generation for
Installer.
➢Installation Site information.
➢Tracking stock provided to installer
➢Tracking Installation process
➢Installation feedback from clients.

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STC and Compliance Management
40% 80% 90%
PVD Status
1
STC Approval
Status
2
Status of
Project
3
➢Here STC Tracker shall be able to
record STC Applied Date.
➢It should also be able to change
status like Approved/Rejected
➢Would be able to Enter PVD no
once the STC application is Approved.
➢ STC and Compliance Management
helps to track the STC Application of
client as well as PVD no. and Status
➢Reports

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Invoice Management
20% 40% 80% 60% 90%
Payment Tracking
1
Payments
Pending
Tracker
2
Invoice
Completion
3
Predicting
Future
Collection
4
Tracking
Receivables
and Payables
5
➢This is Module where one can track
all the invoice generated to Clients
and their status like pending /
partially paid / deposited and
received.
➢Tracking refund if any requested.
➢Issues receipt of Payment for
Installer and Track the advances and
Pending Payment.
➢Reports for Collection pending and
Deposits received.

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Warehouse Management
20% 80% 90%
Assigning Stock
1
Assigning stock to
nearest location
to save cost
3
Inventory
Management
of Products
5 ➢Select and assign stock to Installer
from the Warehouse managed by the
admin.
➢Allocate different Categories and
Products and different Warehouses
with ease.
➢Entering Stock of different products
to different Warehouses.

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Features Masters Management
Location
warehouses
Electrical
Distributors
Electrical Retailers Employee
Lead Cancel Reason
MTCE Reason
Project Cancellation
Reason
Project Status
Product Category
Masters

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Dashboard and Reporting
Dashboard
and
Reporting
01
02
03
04
➢Dashboard & Reports are designed to
showcase key information at a glance.
➢Daily sales log and follow up sheets as per
representatives.
➢New Lead creation.
➢Installation logs contains Jobs booked,
Payment Collected, Pending and many more
options for precise record maintenance.
➢Project Status on each project.

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User’s of CRM
Lead
Manager
Sales
Represent
ative
System
Admistrato
r
Sales
Manager
Pre
installers
Post
Installers
Installation
Managers Accounts
Maintainance
Finance

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Server Set up
Minimum Hardware
➢2-core processor
➢8GB RAM
➢250GB HDD for application
and data
Software
➢Windows Server 2008 or
higher
➢IIS/Web Server with
development feature as per
server operating
➢SQL server 2008 R2 or higher
(consult to your software
vendor)
➢Dot net 4.0 or higher (can be
found on Microsoft site free)
➢Internet – 8MBPS Raw bandwidth

19. Our Clients

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Locations (Global Presence)
Kuwait Associate
Nouf Tower, 8th Floor,
Opp. Behbehani Building,
Jaber Al Mubarak Street,
Sharq, Kuwait.
nitin@designbox.com.kw
London Associate
106 Dorchester Way, Harrow,
London HA3 9RB
T: +44 (0)20 7101 9289
M: +44 (0)7809 330
024 nprajapati@securesol.net
Registered Office
3-A, Dahiba Nagar,
Manjalpur, Vadodara-11,
Gujarat, India
contact@meghtechnologies.com
Corporate Office
911, Sanket Heights,
Sunpharma Road,
Nr. Akshar Chowk,
Old Padra Road, Vadodara-20,
Gujarat, India
contact@meghinteractive.com

21. THANK YOU