XEN Solar
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.
17 Reasons Why Solar Dealers Need HubSpot
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:
- Don’t have a single source of truth
- Have misaligned sales and marketing teams
- Need to automate and reduce manual tasks
- Have a lack of visibility on marketing ROI
- Use excel spreadsheets to manage leads
- Suspect that certain sales reps can’t close a sale
- Know that pipelines are mismanaged
- Want sales reps to respond faster when a lead comes in
- Want to segment the database to not only prioritise sales but communicate better with leads
- Want to be able to import and export data easily
- Need customised reporting dashboards
- Want to be able to integrate with other tools used in the business
- Want automatic tracking features
- Want conversations all tracked within one place (email and phone)
- Want to convert more leads to customers
- Want to implement customer surveys
- Want to improve marketing activities (landing pages, forms, email marketing, SMS marketing).
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.
What's The Cost of Inaction For Your Solar Business?
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.
How to automate importing SolarQuotes leads into HubSpot using Zapier
This is our process for automating SolarQuotes leads into HubSpot.
Building Personas In HubSpot To Segment Your Database
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...