Before TaskRay, Venture Solar used a third-party task management tool that did not integrate with Salesforce. The disconnected systems made it hard to get the full picture on what was happening with any given customer. This led to tasks being dropped and unhappy customers calling about project delays—and potentially leaving negative reviews. The lack of integration with Salesforce also made it hard to get comprehensive reports. As Venture Solar grew, this disjointed system became unsustainable.
Venture Solar wanted to improve project visibility, efficiency, and scalability through an easy-to-use, Salesforce-integrated solution. TaskRay met these needs. As a Salesforce-native platform, it streamlined processes and set the stage for scalable growth. For example, when a project kicks off, tasks automatically generate from attributes in Salesforce such as customer location, utility provider, and financing type. Venture Solar also liked the ability to create templates that have dependent tasks. They were pleased that TaskRay is easy to use and configure, meaning they could build personalized dashboards for project managers without needing extensive technical expertise.
Since Venture Solar started using TaskRay, their sales volume and install volume have grown 4x, and they have seen profit margins grow year over year. They have been able to scale without sacrificing any aspect of the customer experience and without significantly increasing staff. Their sales team can tell customers (with confidence) that projects will be well managed and timelines met.
Using TaskRay has improved operational visibility and efficiency. One standout result is a dramatic reduction in the median time required to submit applications to utilities. Traditionally, it took 12-15 minutes to fill out one application for one customer with one utility. But by building an automation in Microsoft Power Automate (pulling in data from TaskRay and Salesforce), the utility application can be completed in 90 seconds. This allows Venture Solar to handle a much higher application volume while maintaining accuracy and reducing administrative burden.
Venture Solar calculates that by getting customers ready for install within two months rather than three, another crew and installation can be added into the schedule, which accelerates revenue and cash flow.
Finally, by integrating TaskRay into a custom mobile app, Venture Solar gives their customers real-time visibility into project progress, which builds trust and satisfaction. The improved communication, along with faster time to install and fewer errors in project management, have led to good results. Customer referrals have grown 5x in five years as happy customers become active advocates.
