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Customer worlds

Named after the place where your team works, each with a prototype.

PharmacyPharma OTC/OTX and consumer health in pharmacy field salesBoiler roomTrades, field service and heat pumpsStoreRetail field sales and retail marketing agenciesDoor-to-doorDirect sales, e.g. energy, heat pumps and fibre

Also

For partners and topics across all customer worlds.

For agencies and partnersOne system for all clientsRoute planningWeek, route, appointment notices and re-planningHow SIMON thinks aheadHints, suggestions, approval

Also for these industries

Variants of the customer worlds, with the same core.

Energy and utilitiesSolar, storage and heat pumpsSecurity technologyInsurance and financial servicesMedia and subscriptionsNon-profit organizationsHousehold appliances and direct salesBuilding materials and specialist trade
All customer worlds and industries
Home › Customer worlds › Door-to-door › Solar, storage and heat pumps

SIMON for Solar, storage and heat pumps

Advice for homeowners, offer on site, maintenance later. SIMON brings the workflows for this from the shared core and is configured to your rules.

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Typical workflows

  • Leads from area walks and appointment setting
  • On-site survey with photos and roof data
  • Maintenance and service after installation
Closest match

Prototype Door-to-door

Direct sales, e.g. energy, heat pumps and fibre.

Go to the industry page Door-to-door

A day with SIMON

This is what the working day with SIMON looks like. The green hints show what SIMON says at that moment.

Morning

Prepare appointments

Brandt family: south-west roof, 9.6 kWp possible. Interested in storage according to the area walk.

Leads from the area walk and appointments with all previous information.

On site

Survey with photos

Two mandatory photos left: meter cabinet and roof access.

Guided survey with photos and roof data, so the offer is created without a second appointment.

In the conversation

Offer at the kitchen table

With 10 kWh storage, self-consumption rises significantly according to the forecast.

Offer with yield forecast, variants and signature on the device.

Later

Maintenance and service

Brandt system: maintenance due in 3 weeks, check inverter firmware.

After installation SIMON knows the system and schedules maintenance.

Terms SIMON speaks

Roof checkYield forecastStorage sizeGrid registrationSubsidyMaintenance contractWallboxHeat pump

Related industries

Energy and utilitiesInsurance and financial servicesMedia and subscriptionsNon-profit organizationsHousehold appliances and direct sales

What SIMON prepares for you

Briefing before every visit

Contact person, open points and goal, read aloud in the car.

Order recommendation

From the analysis of customer and location, adjustable during the conversation.

Quality check before signing

So contracts and orders are complete before they go out.

How SIMON thinks ahead

A trial period instead of a requirements spec.

Test SIMON for 4 to 6 weeks with 5 to 10 users from your team. At a fixed price and with success criteria we agree on together beforehand.

Fixed price, quote based on scope
  • Real users, real customers, your processes
  • Success criteria agreed in writing upfront
  • Before-and-after measurement as the basis for decisions
  • IT, data protection and works council involved from the start

Get to know SIMON.

30 minutes, your industry, your processes. Pick a date directly.

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