CRM Revolution for Solar Sales: How IT.Mar Digitalized the Sales Process at Geba
Custom sales management system for photovoltaics: From fragmented processes to fully automated lead qualification, mobile project consultation, and automated quote creation.
The Digitalization of B2B Sales in the Photovoltaic Sector
The digitalization of B2B sales is no longer an option for photovoltaic companies, but a necessity. Together with Geba, IT.Mar has developed a custom sales management system that, as an intelligent CRM add-on, revolutionizes the entire sales process – from lead qualification to automated quote creation.
The Challenge: Fragmented Processes in Solar Sales
Before digitalization, the Geba sales team struggled with inefficient, manual processes that cost time and prevented transparency.
❌ Problems Before Digitalization
- ✕Lead data captured in PDF forms and Excel spreadsheets
- ✕Customer consultations documented with Notability
- ✕Email coordination between sales managers and back office
- ✕Time losses due to inconsistent data and media breaks
✅ Goals of Digitalization
- Seamless integration from lead capture to quote creation
- Mobile offline solution for customer appointments
- Automated calculation with ERP integration
- Real-time transparency on project risks and performance
The Solution: Three Intelligent Offerhub Modules
IT.Mar developed a modular add-on system based on the existing Offerhub platform that seamlessly integrates the sales process.
Lead Management with AI Integration
The first module fully digitalizes lead capture and replaces manual PDF forms and Excel lists. An upstream AI interface automatically analyzes incoming inquiries from Google Ads and other sales channels and feeds qualified leads directly into the system. Sales representatives receive live notifications about new projects and can accept or reject them immediately. An optional dashboard offers sales managers real-time analytics on closing rates, project volumes, and performance metrics per sales representative.
Mobile Project Consultation for Customer Appointments (CheckUp)
The CheckUp module replaces the previous Notability solution with a professional iPad app with offline functionality. Sales representatives are guided through standardized forms during the customer meeting, which systematically capture all technical data – including Apple Pencil support for sketches and annotations directly on photos. This offline-first architecture guarantees smooth processes at the customer's site, even without an internet connection. Intelligent product hints support sales representatives in focusing more on closing the sale rather than just technical data recording.
Automated Calculation with Hero Integration (SolarKalk)
The SolarKalk module forms the heart of process automation. The data captured in CheckUp is clearly prepared and enables sales managers to perform quick verification and risk analysis. From the standardized data, the system automatically generates quote modules that are either created anew or pulled directly from the Hero ERP system – without duplicate data maintenance. With just a few clicks, a complete quote project is created in Offerhub, which can be transferred to Hero via an interface and published as a professional quote website.
Measurable Success: Time and Cost Savings
The implemented solution significantly reduces process steps and increases data quality through standardization.
Technology Stack for Modern Sales Digitalization
The technical implementation combines robust backend engineering with intuitive frontend solutions and creates an integrated ecosystem without the typical problems of fragmented sales software.
Live Dashboard
Real-time analytics on performance & project volume
Offline iPad App
CheckUp module with Apple Pencil Support
Hero-ERP Integration
Seamless interface without media breaks
The collaboration with IT.Mar was excellent. The team fully understood our complex sales processes and translated them into an intuitive system. We are particularly impressed by the seamless integration between lead management, mobile app, and our ERP system. The offline functionality of the iPad app works perfectly – our sales representatives can now work professionally at the customer's site without relying on an internet connection. The time savings are enormous, and data quality has improved significantly. IT.Mar delivers not only technically excellent solutions but also knows how to implement complex requirements pragmatically.
Geba Wärme Breisgau
Photovoltaic & Heat Pump Expert
Breisgau, Baden-Württemberg
Frequently Asked Questions
The entire sales management system was implemented within 8-10 weeks. The modular architecture as an add-on to the existing Offerhub platform enabled fast integration without major infrastructure changes. Backend engineering comprised 57 hours, frontend 59 hours – overall a lean, focused project with measurable ROI after just a few months.
Ready for your own CRM revolution?
IT.Mar develops custom sales solutions tailored exactly to your industry and processes. From analysis to development to go-live – we accompany you on the path to sales digitalization.