How to assign an owner and create a deal based on job type
This is our process for automating assigning owners to contacts and creating deals based on job type.
The HubSpot CRM platform makes it easy for your entire company to work together — from marketing, to sales, to admin. This means you can forget complicated, time-consuming manual processes and focus on automation and efficiency.
Our tried and test HubSpot solutions give solar businesses the kick start they need to grow and scale their business. Typically, solar companies want to work with us because they:
There are other CRMs available on the market, however we recommend HubSpot to be most suited to solar companies who want to focus on processes and efficiencies.
Change starts with a conversation.
A conversation with an agency that knows and understands solar is a no-brainer.
If you don't act, you will limit the potential to grow.
Talk to us about your efficiency and process problems. We will guide you and provide insight into what other dealers have found successful when trying to scale their business.
Book some time with us for a chat today.
This is our process for automating assigning owners to contacts and creating deals based on job type.
This is our process for automating SolarQuotes leads into HubSpot.
At a very basic level, personas are a great way to capture the attributes and behaviours of your contacts and assign them to groups. Traditionally...