Touchscreen Kiosk for Lead Capture and CRM

A solar company was primarily gathering leads for potential customers via in-person interactions. Sales representatives maintained a physical presences in varying locations, including hardware stores. Representatives would answer customers’ questions, and follow-up with a detailed quote with the information they had collected. However, this approach required a lot of sales reps in a lot of places. They were seeking a solution that would allow them to maintain a presence at sponsored locations, while no longer requiring sales reps to wait around in order to speak with customers. A web application designed to run in kiosk mode was the ideal solution. An attractive hardware solution coupled with a user friendly interface allowed potential solar customers to quickly generate an accurate quote, and then be contacted by a sales rep for further follow-up.

Features:

  • User friendly interface for data capture, including an address autocomplete, and map for selecting ideal location for solar panel installation
  • Application designed to run in kiosk mode and in a kiosk setting
  • Automatically calculates a quote using customer’s utility information
  • Backend management tools including a CRM for collected lead data, reports to track interactions with installations, and other metrics, and management of the screensaver, utility company, and other quote algorithm variables
  • Project included assistance with hardware selection and setup