Arka Energy

Open the dashboard and start where revenue is leaking: missed messages. Connect email, SMS, voice, chat, and social in minutes, then route every inquiry to the right owner with clear SLAs. Reps see a single thread per customer, including past conversations and notes, so they qualify faster and book site assessments without back-and-forth. Use canned replies for pricing FAQs, drop in a scheduling link, and trigger a follow-up if a prospect goes quiet. Build simple rules to auto-tag leads by source and priority, push hot opportunities to sales, and hand off service questions to support without losing context.

Plan campaigns around the solar buyer journey, not channels. Create pre-appointment nudges, post-proposal check-ins, and installation updates as reusable sequences that run across SMS and email with consistent branding. Draft once, personalize with fields like utility, roof type, and region, and preview how it looks on mobile before launching. Set team approval steps, A/B test subject lines or send times, and pause a sequence the moment a rep replies live. Coordinate door-to-door scripts, social posts, and webinar invites from a single calendar so marketing, sales, and field teams stay aligned.

Keep customers informed from contract to PTO with event-based messages. When a permit is submitted, send a concise update; when a site survey is scheduled, confirm automatically with date, prep notes, and a reschedule link. Use the shared knowledge base to answer common questions about net metering, financing milestones, or app setup. Escalate chats to a call with one click, loop in an outsourcing partner after hours with defined permissions, and capture every interaction in the same timeline. After activation, trigger a check-in, request reviews, and invite referrals with tracked incentives so happy owners fuel your pipeline.

Improve every week with live metrics, not guesses. Watch first-response time, resolution rates, channel performance, campaign ROI, and satisfaction scores on a real-time board. Drill into segments to see which neighborhoods, utilities, or financing types need different messaging. Create alerts when SLAs slip or when sentiment turns negative so a manager can jump in. Start fast: import contacts, sync your CRM, map lifecycle stages, publish your chat widget, define routing rules, and ship your first nurture in under a day. As you grow, use roles, audit trails, and templates to keep quality high across branches and partners.