Example: Solar
Cold call tracker for solar sales teams
Track every homeowner call from first dial to signed contract, and stop losing warm prospects in the long solar follow-up cycle.
One example of a team that dials. See all team types
Dialed Sales is a cold call tracker for any team that dials for revenue — log the call, set the next step, work it on its day. Solar is a good test of that loop. Solar has the longest follow-up window in home services. A homeowner who is interested in March may not sign until June, and in between there are utility bills to collect, a spouse to consult, and a financing conversation. Almost none of that happens on the first call.
That makes discipline in the second, third, and fourth touch the single biggest driver of closed solar deals — and it is exactly what falls apart in a shared spreadsheet.
Dialed Sales gives solar reps ten-second logging on their phone, a dated follow-up that surfaces on the day it is owed, and one line of context so the callback opens with 'I have that financing number for you' instead of 'just checking in'.
Where solar pipelines leak
Long cycles, short memories
A callback scheduled six weeks out only happens if something surfaces it on the day — nobody scrolls back through notes that far.
Multi-touch context is lost
Without the promised next step written down, the fourth call sounds like the first, and the prospect feels it.
Setter and closer hand-offs
When appointments move between people, the details either transfer cleanly or the lead cools.
How a solar lead moves
01
First dial
Outcome logged in seconds: booked, callback, not interested. If it's a callback, it gets a real date.
02
Info gathering
Next step recorded in the prospect's words — utility bill, roof age, spouse conversation.
03
The touch that closes
The follow-up surfaces on its day with the context attached, so the rep opens strong.
04
Sale logged
Sale outcome hits the leaderboard and the owner's dashboard the moment it's saved.
What changes in the first month
- Long-cycle callbacks that actually happen on their scheduled day
- Every touch carries the promise made on the previous call
- Clean setter-to-closer hand-offs with shared context
- Per-rep book rate and close rate, trended against the prior period
- Sara flags slumps and outcome shifts before they show up in revenue
Common questions
Can I schedule a follow-up months out?
Yes. Pick the date on the call and it surfaces that morning, with the note attached.
Does it handle setter and closer roles?
Reps log their own calls and owners see the full team, so hand-offs are visible without extra admin.
Do you track deal value?
Dialed Sales tracks call outcomes — calls, appointments, and sales. We don't ask reps to invent dollar figures on a cold dial.
How fast can a team start?
Under five minutes. Sign up, invite reps, start logging. There's no configuration step.
Try it on live dials
Free for 2 weeks · Add a card to begin · You won't be charged until your trial ends.