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.
Each day, you use dozens of different technology-based tools (Apps) to do your job and run your business.
As much as we would all love a one-system-solution, this will never happen. And that's ok! The goal should be to find and utilise Apps to help make our businesses more efficient and save time - with the purpose of each App to remove challenges for business units within the company.
Here's an example of what solar companies have in their tech stack:
We've worked with hundreds of Australian solar companies over the years and they each have their own tech stack. There is no 'one size fits all' approach, but there are a bunch of tech apps that support solar companies who are seeking automation and process improvement. A tech stack audit will allow you to discover what's working and what isn't.
When evaluating your current tech stack, consider these questions*:
Apps evolve over time, so it's likely you have apps in tech stack that are no longer used or have little value in the overall health of your business.
HubSpot research shows that clients are most successful on HubSpot when they have between seven and ten integrations. An example of a common tech stack we see with solar dealers are:
It all starts with a conversation.
Are you using your tech stack to its full potential?
Start a conversation with an agency that knows and understands solar.
Talk to us about your current tech stack.
We will guide you and provide insight on what other dealers have found successful when trying to grow 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.
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