How We Helped a Solar Company Identify High-Value Prospects Using Bulk Data Simulation and Smart Targeting

How We Helped a Solar Company Identify High-Value Prospects Using Bulk Data Simulation and Smart Targeting

How We Helped a Solar Company Identify High-Value Prospects Using Bulk Data Simulation and Smart Targeting

The Challenge

Our client, a fast-growing solar company, had a highly motivated sales team - but lacked the tools to prioritize outreach effectively. Their business depended on finding rooftops with the highest potential for solar installation, but their process for identifying those targets was manual, inconsistent, and reactive.

Sales reps were spending hours combing through maps, spreadsheets, and old CRM records to figure out which addresses might be worth a call. There was no centralized system that could tell them, “These are your top 100 leads this week.”

Key challenges included:

  • Manual Prospecting: The team evaluated one address at a time using tools not built for scale.
  • Disconnected Data Sources: Key insights like roof size, sun exposure, and electricity prices were spread across multiple sources, requiring manual cross-referencing.
  • Lack of Prioritization: There was no scoring or ranking system to show which addresses had the highest ROI potential.
  • Missed Opportunities: Without automation, leads were slipping through the cracks, and sales efforts weren’t focused where they mattered most.

The Solution

We built a scalable, cloud-based web application that empowers the client to upload thousands of addresses, simulate their solar potential in bulk, and automatically surface the most promising targets for the sales team.

Understanding the Sales Journey

We worked closely with sales managers, analysts, and installers to understand:

  • What makes a lead “high value” from both a technical and business perspective.
  • What data signals they trust (irradiance, roof angle, energy savings, etc.).
  • How they currently qualify leads and how we could save them time.

Our aim wasn’t just to build a tool - it was to accelerate the sales journey from weeks to minutes.

Data-Driven Targeting Engine

At the heart of the platform is a bulk simulation and scoring engine. We integrated with several trusted data providers to enrich every address with:

  • Building and Roof Metadata: Shape, tilt, shading, and usable surface area.
  • Solar Irradiance: Real-world sun exposure data by season and region.
  • Electricity Pricing: Local utility rates to project savings.
  • Geographic Context: Regulatory flags, access to infrastructure, and grid proximity.

We then built a custom scoring algorithm that ranks each location based on potential ROI and installation feasibility.

Scalable Simulation at Speed

We designed the backend to support high-volume processing without delays:

  • Bulk Upload: The sales or ops team can upload entire address lists via CSV or Excel.
  • Async Job Handling: Simulations run in parallel and notify users when complete.
  • Progress Tracking: Users can monitor job status, errors, and results from a clean dashboard.
  • Error Handling: Failed or incomplete simulations are flagged with clear reasons and can be retried easily.

Prioritized Insights for Sales

Once simulations are complete, the system highlights:

  • Top Targets: A sortable list of addresses with the best overall scores.
  • Detailed Breakdowns: Each location includes projected system size, energy output, payback period, and more.
  • Exportable Reports: Teams can export prioritized lead lists directly into their CRM or share with installers and partners.

The Results

With this system in place, our client’s sales and operations teams immediately saw:

  • Faster Lead Qualification: What once took days is now done in minutes.
  • Higher Conversion Rates: Reps now focus only on rooftops with real potential, boosting close rates and ROI.
  • Stronger Collaboration: Sales, ops, and technical teams now work from the same data in one interface.
  • Scalable Growth: The client can now evaluate hundreds of thousands of addresses at scale, without hiring additional analysts.

The Future

We're now working with the client to expand the platform’s capabilities with:

  • Real-time lead syncing from marketing campaigns.
  • Predictive models for installation timelines and regulatory friction.
  • Integration with CRM and project management tools for full lead lifecycle tracking.

Conclusion

By turning disorganized, siloed data into clear, ranked opportunities, we helped a solar company go from reactive prospecting to intelligent, high-impact sales targeting.
If your team is sitting on a goldmine of data but lacks the tools to act on it—reach out to us. We’d love to help you unlock the full potential of your pipeline.