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.
By using HubSpot Sales Pro, your solar business can automate manual tasks to ensure your team is team more efficient and productive.
Let's talk about Automation using HubSpot Sales Pro.
Are time-consuming tasks slowing down your Admin and Sales team?
In our experience, there are three main tasks that create a bottleneck in most solar businesses:
- Locking prospects in for a suitable time to meet
- Follow up tasks, reminders and to-dos
- Repetitive email communications
Watch Our Short Video To See Automation Magic In Action
Watch our short 3-minute video to see how we use automation tools to help solar companies reduce manual and repetitive task inefficiencies within their business.
Want To Chat About 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.
Learn More About Automation Efficiencies
Evaluating The Tech Stack Your Solar Company Uses
Which HubSpot Plan Is Best For Solar Companies?
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...