How Ambia Solar Transformed Its Operations with Salesforce

To many businesses, rapid growth is a problem they dream about. However, the challenges are real for companies in fast growth mode and can threaten the business's long-term success. Ambia (formerly Aptive Solar), a rapidly growing company in the residential solar industry, faced operational challenges typical of high-growth organizations. With over 200 employees, Ambia needed a unified solution to track and manage its expanding network of solar installation projects across the U.S. Their goal was to achieve seamless project visibility, standardized processes, and data-driven decision-making.

The Challenge

Ambia Solar’s COO, Bryce Barnett, expressed the company’s core issue: “We need a partner who understands the complexities of the solar process.” To scale effectively, Ambia required a system that could comprehensively view each solar project’s progress, identify bottlenecks, and automate workflows. The goal was clear—ensuring that every project from lead generation to installation could be managed in one cohesive system, streamlining communication, reducing delays, and ensuring operational efficiency.

The Solution

Ambia partnered with the Endiem team to design a customized solution on the Salesforce platform. The approach involved integrating Salesforce Sales and Service Cloud as the foundation for a system that can give sanity and clarity to Ambia’s rapid growth. The system addressed several key areas:

Lead and Opportunity Management: Salesforce's robust CRM capabilities allowed Ambia to manage leads and sales opportunities with greater precision, ensuring that every potential customer was noticed.

Campaign Management: Salesforce’s campaign tracking tools allowed Ambia to effectively plan, track, and analyze its marketing efforts, leading to more targeted outreach and improved customer acquisition.

Project Management with TaskRay: TaskRay, a leading project management software, was integrated to enhance project management capabilities. This integration enabled Ambia to track installation projects through each phase—from initial contact to final installation—ensuring that project timelines were adhered to and bottlenecks could be addressed swiftly.

Data Integration: Partner data sources, including Enerflow, were integrated into Salesforce, allowing Ambia to centralize data and streamline workflows. This comprehensive view facilitated real-time collaboration with third-party providers and improved decision-making.

Enhanced Analytics and Dashboards: Custom Salesforce dashboards and analytics gave Ambia’s leadership insights into project performance and task flow. These tools enabled data-driven decision-making, allowing the company to spot trends, measure efficiency, and quickly address issues.

The Results

The Salesforce implementation resulted in significant operational improvements for Ambia Solar:

• Standardized Processes: Salesforce allowed Aptive to create consistent workflows, reducing errors and ensuring all teams followed the same process, which was particularly beneficial as the company scaled.

• Improved Project Visibility: With centralized data and enhanced project tracking, Aptive could easily view the status of each project and identify any issues, reducing downtime and improving project turnaround times.

• Data-Driven Decision Making: The integration of Salesforce analytics empowered Aptive to make informed decisions based on real-time project data, helping them optimize resources and improve service quality

Ambia Solar’s Salesforce transformation highlights how technology can streamline complex business operations, especially in rapidly growing industries like renewable energy. With Salesforce and TaskRay integration, Ambia achieved better project visibility, standardized workflows, and more efficient decision-making processes, setting a solid foundation for continued growth and excellence in customer service.