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Evaluating The Tech Stack Your Solar Company Uses

Evaluating The Tech Stack Your Solar Company Uses

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:

  • Xero for accounting software
  • Zoom or Teams for online meetings
  • Open Solar, SolarPlus or Pylon for design and quoting
  • Mailchimp for email marketing
  • Podium for lead gen and reviews
  • Zapier for data syncing between systems
  • Aircall for advanced inbound and outbound calling
  • Survey Monkey for surveys and to take action on responses
  • Pipedrive for sales pipeline management
  • Simpro or Servicem8 - job management tool
  • HubSpot for customer support, sales, and marketing management.


Evaluating Your 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*:

  • How, where, and when is a given app used?
  • At what stage of the business process is each app used?
  • What specific features in the app are used most often?
  • What metrics can be tracked through this app?
  • What objects does this app touch most frequently?
  • Does the team use this app frequently?
  • If this app were removed, what processes would be disrupted?
  • What business needs are not being met?
  • What reports/analytics do you wish you could get?
  • Can this app fill more than one need for the company?
  • How does this app integrate with other apps?

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.

How Many Apps Do Solar Dealers Have In Their Tech Stack?

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:

  • Open Solar
  • XERO
  • Zoom
  • HubSpot
  • Podium
  • Simpro
  • Zapier
  • AirCall

Ready To Chat About Your Tech Stack?


Ready To Chat About The Best HubSpot Plan For Your Solar Business? 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.   


* Source: HubSpot