By using HubSpot Sales Pro, your solar business can automate manual tasks that enable the team to be more efficient and productive.
Let's talk about Automation using HubSpot Sales Pro.
Automation Outcomes To Strive For
These are four core outcomes most solar dealers focus on:
- Customers are informed throughout the Sales process
- Leads don’t get lost
- Business processes become efficient
- Your team is freed up to focus on Sales
Common Automation Recipes That Get Results
Based on our experience, not every solar company is the same. We use a combination of different methods (recipes, if you like) to ensure that automation goals are met. Below are some of the recipes we have found success with.
- Send email nurture series to new contacts in the Sales Pipeline
- All leads are assigned an Owner (no one gets missed)
- Standardised internal notifications for any form submit
- Assign new Deal to Sales Rep based on type or location
- Create a task for the Deal Owner to follow up if the contact hasn’t responded after being sent a quote
- Send reminders (email or SMS) to contacts 1 day before appointments or install days
- Re-engage contacts who were not ready to purchase
- Request reviews when installation is complete.
Watch Our Short Video To See Automation Magic In Action
Watch our short 6-minute video on how we use automation to help solar companies create efficiencies on their business.
Let's Chat About Automating Your Solar Business
if you've made it this far no doubt you're thinking that automation is something your business could benefit from.
Click to book time with me for a chat.
We can discuss current business processes to see what's working and what isn't, with the aim to get automation in place to help your business grow.
Free Download: More About HubSpot Sales Pro
Download our flyer to learn more about Sales Hub Professional as a comprehensive sales CRM that gives growing teams the tools to automate and scale their sales process.
Click here to download the flyer.
Learn More About Automation Efficiencies
Evaluating The Tech Stack Your Solar Company Uses
Which HubSpot Plan Is Best For Solar Companies?
17 Reasons Why Solar Dealers Need HubSpot
Scale Your Solar Business
Get Started With Automation
Start a conversation with an agency that knows and understands solar.
We've been helping solar companies grow their business for over 10 years. Our expert team will guide you and provide insight into what other dealers have found successful when trying to grow their business.
👉🏻 Book some time with us for a chat today.