Solar Company Increases Sales 300% and Lowers CPA with Convoso

Converting solar leads into scalable revenue

In solar, growth depends on turning interest into conversations. Leads come in, but revenue only follows when someone picks up the phone.

The company behind this story helps solar businesses do exactly that. It connects them with potential customers and supports how those leads convert into sales.

We interviewed the chief revenue officer (CRO), who has spent her career on that front line. Starting as an agent, she went on to run call centers, and later advised solar companies on how to improve performance. She’s seen what works and what doesn’t.

So when the company’s own contact center started falling short, she knew Convoso was the solution. 

Struggling to reach leads with inconsistent tools and limited control

Before switching to Convoso, the solar company struggled with high data costs and low contact rates.

The team was paying for leads they couldn’t consistently reach due to rampant call flagging and blocking. 

“Data costs so much money—and with most of it, you can't even get ahold of the leads. And, you can't sell someone you can't talk to,” the CRO said.

But it didn’t stop there. The dialer created problems across the entire operation: 

• Static scripting that couldn’t adapt to different markets

• Limited reporting that made it difficult to understand performance

• Ongoing compliance pressure without built-in support

These issues had come up again and again while consulting with solar call centers.

A track record of improving performance with Convoso

The solar sales veteran had tried many dialer solutions and knew Convoso consistently out performed the others. 

The first time she moved a business from a competing platform to Convoso, contact rates and sales increased by 300%. 

In another case, she ran a controlled A/B test, splitting the same data, agents, and conditions across both systems. Connectivity was 33% higher with Convoso.

With this real world proof, she was confident that Convoso was the best choice for solar sales operations.  

Lowering CPA with caller ID reputation management

Once the solar company made the switch, the CRO’s first priority was improving contact rates with Convoso’s caller ID reputation management tools. 

Convoso helps the team manage how their numbers appear to prospects and monitor how they’re performing. Performance visibility ensures managers can respond to spam flags early, before they impact contact rates and revenue.

“Convoso allows you to reach the most people you're possibly able to reach, which gives you more opportunities to pitch sales, which increases your sales,” she said.

She’s seen firsthand how improving reach lowers cost per acquisition. 

In one case, a solar client using Convoso increased their reach so much it led to a 50% drop in marketing spend and a 200% increase in sales. 

“More sales, less marketing—it’s a win-win for everyone,” she said.

Dynamic scripting improves conversations with location-based personalization

Solar demand exists nationwide, but messaging doesn’t land the same everywhere.

“If you call Texas and say green energy, they hang up on you. If you call Vermont and say green energy, they love you and they'll talk to you for 20 minutes,” the CRO said.

Instead of relying on agents to interpret how to position the product in each market, the team uses Convoso’s dynamic scripting to automatically guide conversations based on location and context. 

“Dynamic scripting identifies where a consumer is located, and then it can pop in a different script,” she said.

Scripts also pull in lead source data, giving agents the context they need to personalize their pitch from the start. That keeps more leads engaged, extends conversation time, and improves conversions.

Helping agents ramp faster and stay longer

On top of better lead engagement, dynamic scripting lets reps go into each call with more confidence, knowing exactly what to say and when. It also helps new hires onboard faster and see wins earlier, which improves retention in an industry known for high turnover. 

Meanwhile, managers are more assured that agents are using the appropriate language required by many state regulations to stay compliant state to state. 

With agents ramping faster and staying longer, the team was able to grow headcount by 3–4X in 12 months while maintaining performance.

Flexible reporting helps the team keep performance high

As performance improved across the board, the team started using Convoso’s customizable reporting to uncover new ways to optimize results. 

For the solar company’s chief revenue office, this stood out as her favorite part of the platform: 

“Most systems have very canned reports, and you can't get the information you need. Convoso allows you to ask whatever question you want, based on the things that you need, and you get really great responses that are tailored to your business.”

Getting answers to specific performance questions 

To highlight just how specific you can get with Convoso’s reporting, she shared this example query: 

“You could ask, ‘How come my operator intercepts went to 14% on Tuesday, but they were 5% the week before? What happened?’ — you can pull the data and get the answer.” 

With that level of flexibility, the team is able to explore data across campaigns, lists, and agents in real time, make adjustments on the fly, and analyze trends over time to understand what’s working.

Staying ahead of changing regulations with built-in compliance support

In outbound sales, regulations around calling consumers changes quickly, and solar companies need to stay up-to-date to avoid fines and legal consequences. 

That pressure shows up in day-to-day operations, where missing a detail can create real risk. 

“We're all so scared about all these compliance rules,” the CRO said. “But there are so many functionalities and features built inside Convoso that guide campaigns to compliant practices.

Instead of relying on agents or managers to catch potential issues, Convoso has tools like DNC scrubbing and StateTracker^TM, which supports compliance with “mini-TCPA” laws by state.

That combination of built-in safeguards and ongoing education helps the team stay current as regulations evolve, without having to slow down or constantly adjust their workflows.

Driving long-term growth in a competitive market

For the solar company, performance depends on maintaining efficiency and control as operations become more complex.

Convoso gives the team the visibility and flexibility to manage performance across reach, reporting, and compliance.

“I can't say enough about Convoso. They are so far ahead of the game there is little competition left,” the chief revenue officer said.

If you’re struggling to reach your leads, you’re not alone. Learn how to improve performance across your solar sales campaigns to drive more ROI. Sign up for a Convoso demo today.