Proof of concept
Solar Sales Automation
Interactive prototype for Surya Sai Solar's live sales workflow
Static HTML prototype of a connected manager portal, quotation/BOQ module, and sales-rep mobile app — assignment, SLAs, site surveys, proposals, and conversion. Live on Netlify.
Abstract
An interactive product prototype for a real-time solar sales workflow: lead events, assignment, SLA monitoring, site surveys, proposals, financing, and conversion across a manager portal and a sales-rep mobile experience.
Problem
Solar sales cadence does not fit a generic CRM demo. Stakeholders need a connected manager + mobile walkthrough before a production build.
Solution
A no-build prototype: open portal and mobile UIs in separate tabs, share simulated workspace events, and evaluate assignment and survey check-ins as one scenario.
Architecture
- Static HTML, CSS, and JavaScript.
- Manager portal and mobile surfaces share simulated events across browser tabs.
- Dialer, WhatsApp, auth, APIs, and sync are simulated.
Capabilities
- Manager portal: live events, SLA intervention, capacity-aware assignment.
- Quotation module: lead-linked solar BOQs, GST, versioned revisions, WhatsApp sharing.
- Rep mobile app: timed assignment acknowledgement, structured outcomes, site visits.
Audience
Solar operators and product stakeholders evaluating a vertical sales OS before backend investment.
Outcomes
- A clickable, connected manager + mobile story on Netlify.
- Clear boundary: prototype UX now; production integrations later.
- HTML
- Prototype
- Solar
- SLA