Sungage Financial:

About Sungage Financial

Being the first-ever company focused solely on financing solar projects, Sungage Financial was founded to help sustainability-focused companies generate not only energy, but also new market value and greater performance.

Project description

Drawn to our team’s eight years of Salesforce implementation experience and status as a preferred Salesforce Partner, Sungage tasked us with supporting and adding new features to their built-in CRM system, leveraging Salesforce best practices.

We started with functionality that would empower the client to offer solar panel installers special buy-down programs and more affordable loans. Next, we built infrastructure that made it possible to grant loans only for batteries — not the whole solar panel.

Finally, we upgraded the Sungage CRM just in time for the Salesforce Spring ‘21 release — losing zero data or functionality in the process.

Results

Through its collaboration with iTechArt, Sungage Financial leveraged their CRM system 30% more effectively, while attracting more customers and raising additional revenue.

Powered by our solution, the company has gone on to form partnerships with some of the world’s best banks including NBT Bank, DCU, and many more.