Polenergia Fotowoltaika – from rapid growth to a streamlined sales process with Salesbook PV

„Salesbook is not just a tool – 
it’s a salesperson’s digital partner. It automates routine tasks, streamlines processes, and allows you to focus on what matters the most: building relationships and closing sales effectively”
– Michał Stępień, Head of IT, Polenergia Fotowoltaika SA

01 Challenge

The company’s rapid growth meant that from the very beginning, Edison Energia – now Polenergia Fotowoltaika – focused on supporting its processes with modern IT tools.


The company wanted to apply this approach to the sales department as well, whose operations largely rely on direct meetings with customers. During these meetings, the salesperson needs to build trust by showcasing 
their background, achievements, and completed projects.

They must also be able to clearly explain what photovoltaics is and what benefits it can offer. It is equally important to gather information about the installation site and to calculate both the cost of the PV system and the expected savings in real time.

A sales representative must also be able to sign a contract, log the meeting in the system, and notify 
the installation team about the new customer.
After analyzing the market and available tools, the company decided to implement a sales support solution – Salesbook PV.

02 Implementation

Salesbook PV is a preconfigured version of Salesbook designed specifically for companies selling renewable energy solutions (RES).

Salesbook PV covers the entire sales process, including: sales presentations, needs analysis, and offer generation with photovoltaic panel visualizations, contract signing, sales performance reports for managers, a call center module, planning and CRM, financing services,
as well as oversight of installation and service processes.

The application can be used for both direct and remote sales, and the implementation itself can be divided into three main stages.

The first stage involved uploading all of the company’s sales materials into the system and customizing the app’s appearance to meet Polenergia’s branding requirements.


Next, the offer calculator had to be configured to reflect the company’s product and pricing strategy. A contract template was also uploaded, allowing sales representatives to sign agreements with customers either on a tablet or remotely.

Finally, once the app was ready to use, a series of training sessions were conducted for the sales team and managers, ensuring the entire team was well-prepared to work with the new tool.

03 Benefits

More than 400 sales representatives at Polenergia Fotowoltaika currently use the Salesbook PV platform, conducting around 8,000 customer meetings every month.


Thanks to the in-app sales process, which ensures that predefined steps are followed, the percentage of successfully completed meetings has increased significantly.

Analytical data shows that as many as 95% of meetings result in the completion of the full sales procedure with the customer, while only 5% are interrupted or postponed.


Sales managers can also track how much time representatives spend using the app and each of its modules. Additionally, they can view transcripts of sales conversations, which leads to improved customer service and allows for more effective support and development of the sales team.


Detailed analytics contribute to better management decisions and the ongoing optimization of sales operations.

Salesbook PV has also enabled the rapid scaling of the sales department. New salespeople receive a single tool that contains all the necessary resources and features to successfully close a sale.
After relatively brief onboarding training, they are immediately ready to work with customers.