Office versus Dealer for Sales Organization

Please note:

- A "Company" can be a separate sales org or an internal sales team of an Installer.

- An “Installer” can be a true EPC or one with direct/sales teams.

- Whichever configuration is selected, the signed deals will show up in the Install Tracker.

How should I set up a Sales Organization that I will be installing for?

A: Reasons for setting up a Sales Org as an Office:

The Company has full control over:

- branding

- creating an office

- setting an office admin

- adding users

- scheduling configurations and Google calendar

- proposals

- install agreement

From the Installer the office inherits:

- deal types statuses: The Installer would set these up Company wide and any office within the Company would see them.

- lending and loan option fees: There's no designation for lenders or loan options and dealer fees by office. All offices have the same access to lenders and dealer fees.

- products, adders and the associated pricing

- equipment (modules and inverters)

Summary: This is an internal team just grouped as an office.

How: Sales Company > Sales Offices > New Office

B: Reasons for setting up a Sales Org as a Dealer:

The Dealer can create:

- their own branding: The dealer sells under its own name brand (verify the laws in your State for this type of set-up).

- their own office/s

- their own users: The Installer will initially create the company admin for the dealer.

- their own appointment type configurations, calendars

- their own deal statuses

- their own markets: The Installer can create and define markets based on radius and zip codes.

The Installer still controls:

- proposals: The dealer typically uses what the Installer has. Note: For deal type, certain dealers might use a different designing tool.

- lending and dealer fees: The dealer has access to the Installer's fees, lender and loan options only. Note: The Installer can designate certain loan products and dealer fee override percentages per dealer.

- install agreement: The dealer usually uses the Installer's install agreement. Note: There are certain dealers who request to use their own; this is billable.

- product and adders: The Installer is in full control of this and can override dealer product and pricing. Note: This may not apply in Enerflo if they are using Solo too.

- markets: The Installer can create and define markets based on radius and zip codes.

- equipment: The Installer controls this. Available equipment can be designated based on the market.

Summary:

- This is more of a true Installer/dealer model.

- This configuration takes a bit more time to set up but has more flexibility.

- It allows more of a company hierarchy to be created, e.g. company admin.

How: EPC > Sales Team List > Add New Team (Make sure to upload a logo)