Isaksen Solar, founded in 2017 by two former Tesla employees, offers robust solar services to the New England area. Their team prides themselves on their great service, local relationships and giving back to the community they grew up.
Isaksen Solar had established themselves in the local New England as the go-to solar roof company, but had no Isaksen-branded technology to offer their customers that would reinforce their offering. Their existing customers were using a different technology provider’s app to view their solar power production, leaving ample opportunity for improvement in the way their customers accessed their data.
The Challenge
Despite not having many branded touch-points in their customer experience, Isaksen Solar was in a prime position to grow due to the increased interest in their local area and was looking for a Salesforce partner who could help them overcome their challenges with custom technology.
Mobile App Features
Mobile Push Notifications for Enhanced Communication
Isaksen can create a Push Notification in Salesforce and enroll customers using Salesforce Process Builder, or they can manually create Push Notification Enrollments in Salesforce. This allows Isaksen to send a push notification out to all customers that meet certain criteria within Salesforce.
User Authentication
Customers can register for the mobile app using their email address and clicking a confirmation link sent to their email (and it must match the customer record in Salesforce). Customers can also login with password or email verification if the authentication fails.
A Customized Dashboard of Energy Production Metrics
Customers can view a chart of their solar panel energy production and energy usage inside of the mobile app, which is possible due to the API integration with SolarEdge. Customers can also modify the time parameters of the chart by clicking day, week, month, and quarter to review their data.
Account Documents
Customers can see and access their Isaksen Solar documents within the app. Isaksen Solar’s team can upload and manage the documents associated with a customer via Box.
Referrals
Customers can send referrals to the Isaksen Solar team with the functionality built into the mobile app, allowing them to share the referral’s details via any communication app on their phone (i.e. iMessage, Slack, Facebook, Twitter) or a unique link tied to their account, allowing customers to track the status of their referrals.
