Energy & Sustainability
Barrett Solar
Solar sales operations connected across appointments, follow-up, reporting, and fulfillment planning.
Barrett Solar needed Salesforce to support appointment setters, sales managers, reps, follow-up, reporting, and future equipment and purchasing workflows.
Operating challenge
The team needed clearer lead and opportunity stages, appointment setter workflows, missed follow-up and no-show logic, territory visibility, mobile usability, email sync, and reporting for different sales roles. Future work also touched equipment purchasing, product data, supplier counts, and BOM/order generation.
What Lodestone shaped
- Mapped Salesforce stages and sub-stages around solar sales follow-up and appointment behavior.
- Planned KPI reporting for appointment setters, sales reps, sales managers, and executives.
- Reviewed Salesforce mobile and Gmail/email sync adoption needs.
- Scoped supplier, product, inventory, and equipment-ordering paths for future fulfillment planning.
Resulting direction
- Sales leaders could see appointment and follow-up performance more clearly.
- Reps and setters had a more structured path for managing lead activity and missed follow-up.
- The roadmap connected sales activity to future product, supplier, and equipment planning.
Profile context
Residential and commercial solar sales and installation business
Solar business coordinating appointment setters, reps, managers, follow-up, KPI reporting, and future equipment planning.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.