Case Study: Blue Raven Solar achieves unified field-to-sales data and scalable growth with Zendesk Sell

Blue Raven Solar drives success by unifying field and sales data with Sell

Blue Raven Solar, a residential clean-energy provider founded in 2014 that has grown from 3 to 800+ employees and now operates in 11 states, needed to replace ineffective spreadsheets and project-management tools as it prepared to double in size. With a large door-to-door field sales force, Blue Raven Solar required an intuitive, mobile-first CRM to capture consistent sales data and unify processes across dispersed teams — and after evaluating competitors it selected Zendesk Sell.

Zendesk Sell was implemented to give reps offline-capable mobile logging, customized sales pipelines, lead statuses, and task workflows, consolidating field and sales data in a single platform. As a result, Blue Raven Solar standardized its sales process, improved internal and external communication, and gained actionable reporting on rep capacity and conversion rates — enabling visualization of doors-per-day, neighborhood performance, and best times of day, which directly supports better decision-making and scalable growth.

Blue Raven Solar

Tyson Peschke

Co-Founder & VP of Strategy