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.
Most sales teams have internal processes they follow once a lead comes in. These internal processes should evolve, and not be a set and forget strategy. Processes need to be refined and improved as the business grows in order to keep the business efficient.
Growing solar companies outgrow foundational processes. And it's easy to see why.
When you first start out in business, you don't always have the resources to invest in quality systems.
You do what you can to get by, and learn to cope with the frustrations that manual tasks pose.
“Automation applied to an inefficient operation will magnify the inefficiency.”
— Bill Gates
As with any growing business, you'll get to the point where you realise that inefficient processes are costing you sales. You need to automate manual tasks and streamline your sales process in order to stay competitive.
Review Your Current Processes and Learn How To Use Automation To Stop Things Getting Missed
We solve efficiency and process problems for solar companies. Our certified HubSpot consultants deliver results with a focus on systems and processes.
If you are ready to reduce admin tasks and get more organised with your business processes then 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...