Solar Customer Email Autopilot
Frequently Asked Questions

Are you offering this to my competitors?
Will I lose my competitive advantage?

We connect with all major (and plenty of minor) CRMs. This includes:

  • Zoho
  • Salesforce
  • Hubspot
  • Pipedrive
  • Highrise
  • CapsuleCRM
  • SugarCRM
  • And over 500 more

We also integrate with: 

  • OpenSolar
  • Simpro
  • ServiceM8

If you don’t have a CRM, we’ve got a solution for you too!

How will that work with what Sunfluence offers?

We have a few options for you to choose from:

  • We can incorporate your other emails into our sequence, so you aren’t paying for two solutions
  • Our service can work in parallel with your existing service. It can often be beneficial to have both running at the same time.
  • We can switch off individual emails & articles that you’re already sending in another form
  • For each customer, we can delay the start of our email series until after your emails are all sent

Can I tailor the information Sunfluence sends?

Yes. By default we configure our system to present your company in the best light and to link to / incorporate any forms/systems you already have in place.

We can also do any of the following:

  • Switch off one of our journeys entirely
  • Skip over any emails & articles you don’t want us to send
  • Edit the content in any email / article
  • Add in extra content or additional emails & articles

There may be a cost in editing or adding content.

Do I need to maintain anything?

No, not beyond what you’re already doing. Our service ties in with your CRM, so that the email journey sent to your customer reflects the stage in their purchasing/installation lifecycle. All you need to do is keep your CRM up to date, as you would already be doing.

I don’t have a CRM. Will Sunfluence still work for me?

Yes, in this case we will provide you with a google sheet. All you need to do is to add new customers/prospects into that sheet, and update each customer’s purchasing/installation stage as they progress.

What CRMs do you connect with?

We connect with all major (and plenty of minor) CRMs. This includes:

  • Zoho
  • Salesforce
  • Hubspot
  • Pipedrive
  • Highrise
  • CapsuleCRM
  • SugarCRM
  • And over 500 more

We also integrate with: 

  • OpenSolar
  • Simpro
  • ServiceM8

If you don’t have a CRM, we’ve got a solution for you too!

I’m concerned about security. Can Sunfluence work without giving you access to my CRM?

Yes. Simply automate the daily export your customers and their stage in the purchasing/installation process to a (private) shared google sheet

I’m concerned about security. What protections are in place to ensure my competitors don’t accidentally see my information?

All our services use entirely separate client accounts on mailout & automation software that are owned and managed exclusively by Sunfluence.

Will Sunfluence share/sell my customer information outside of my business, or contact my customers for any other purpose?

HELL NO! Check out our privacy commitment. We also sign a contract with our clients that expressly prohibits that.

Are you a lead generator?

Quite the opposite. You are still fully responsible for entering leads into our system. But because our solution results in increased referrals and increased organic traffic, our clients need lead generators less and less.