Case Study: Solar Energy Partners achieves centralized CRM and streamlined reporting with Stacker

Solar Energy Partners - Customer Case Study

Solar Energy Partners (SEP) needed a better way to manage a business with many moving parts, scattered spreadsheets, and no centralized system for information. They also struggled to give executives the reporting access they needed, forcing teams to manually pull data and present it on request. SEP turned to Stacker for a custom CRM and centralized data management platform.

With Stacker, SEP created a single source of truth for accounts, revenue, contracts, and reporting, with role-based permissions and visual dashboards for different teams. Sales reps use it as their only CRM to track accounts and follow up, managers use dashboards to monitor performance and incentives, and finance uses it to improve contractor remittances by showing weekly payment status. According to SEP, Stacker became the “backbone” of operations, eliminated manual reporting work, and let executives access real-time information during meetings without delay.

Solar Energy Partners

Sam

Solar Energy Partners