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Resolving Operational Challenges Through a CRM Strategy

Project Overview

American Solar Direct (ASD) is California’s leading provider of reliable and affordable residential solar-powered energy solutions. They are committed to providing simple and inexpensive solar panel solutions for homeowners who want to reduce the cost of their electricity bill while positively impacting the environment. Their team of experts handles everything from custom system design, financing options, and permitting to installation and long-term system maintenance. 

Solar System

The Challenge

Companies in the solar energy industry face several operational challenges, including the maintenance of large client databases, records management for regulatory compliance, and insights into asset management. A high-functioning CRM solution is critical to dealing with these challenges. American Solar Direct recognized the importance of a robust CRM tool and wanted to maximize the investment they made in their Salesforce platform. With the unique nature of their business, they faced a few challenges with Salesforce that they wanted to address, including: 

Set-Up Issues

They had multiple customization layers, leading to a complex and lengthy task framework. This made the system difficult to manage and scale up according to business growth. ASD wanted to find a way to minimize the number of tasks involved for various processes to boost efficiency. 

Set-Up Issues


There were too many steps involved in accessing information which limited reporting capabilities. As a result, the management did not have proper insights into their assets or resources. They wanted a better way to visualize their data in order to gain the best ROI on their operating expenses. 

User Experience

Due to the complex layers of customization, they had duplicated activities and tasks. In addition to reducing redundancy, they wanted to create custom dashboards to improve the user experience. 

User Experience

What We Did


CRM workflow map to provide a detailed view of customer lifecycle stages.

Processes & Automation

Improved configuration to reduce complexity and create a more agile system that would scale with business growth.


Centralized file storage to provide easy access to and sharing of information across the organization and between users.


Custom dashboards providing a 360-degree view of customers within CRM, including sites, billing, contracts, and service case – all in one centralized location.

Code Quality

Live communication stream displaying notes and updates for improved cross-team collaboration.

The Solution

The Results

By conducting change management workshops, TechBlocks also helped the company gain momentum and generate an atmosphere of excitement that will guarantee high user adoption rates. The overall strategy will provide ASD with the ability to expand into new markets and continue their growth and success. 

Through this CRM strategy, TechBlocks provided American Solar Direct with a concrete framework to help them attain their goals of boosting efficiency, promoting team-wide collaboration, and transforming their CRM into a scalable solution to support their growth. 

Management Workshops

Need A CRM Strategy?

Whether you have an existing CRM you are looking to upgrade, or need to implement a new CRM system, TechBlocks can help you with SalesForce, Microsoft Dynamics, and other enterprise CRM platforms.