Automation Demo

Automation and Efficiency

Frequently Asked Questions

• How much will automation cost?

  We use HubSpot as the tool to create automations and efficiencies for solar businesses. So you will have two types of costs:

  • HubSpot Hubs  - your software subscription that gives you access to all of the automation tools you need to scale your business. This is typically an ongoing monthly or quarterly payment. You will deal directly with HubSpot with this costing.

  • XEN HubSpot Ignition - this is where we set up and implement the entire back-end of HubSpot for you. This is a one-off cost, billed over three months.

  Check our Pricing page for more information.

   

• What is included in setting up automations for my solar business?

  Our HubSpot Ignition services covers the following:

  • set up and implementation of your HubSpot Hubs

  • training your team on how to not only use HubSpot but also how to implement tasks on their own (create an email marketing campaign, add deals to customers, set up templates for repeatable messages).

   

  The XEN HubSpot Ignition service does not include the HubSpot software subscription cost. We will introduce you to a HubSpot sales rep to manage subscription costs.

   

• What are the benefits of focusing on automation in my solar business?

  Solar dealers request automation when tasks become overwhelming.

  It's a good way to review current processes, what's working and what isn't, and automating them to free up the rest of the team.

  Our HubSpot Ignition service has helped dealers to:

  • Manage their business more efficiently

  • Do away with spreadsheets as a way to manage leads

  • Have less reliance on memory and more reliance on actionable reminders

  • Reduce errors caused by a lack of processes or double-handling

  • Relieve the burden of repeatable admin tasks that allows the team to save time (and money)

  • Achieve better engagement with prospects and customers

  • Achieve faster response rates and close rates for the sales team 

  • Improve reporting processes and visibility.

• What subscription of HubSpot is best for my solar business?

  HubSpot offers various hubs that are deal for solar dealers.

  To date, the most common HubSpot subscription is for Marketing Pro and Sales Pro.

  For solar dealers with a larger database needing more complicated automation requests we find that Sales Enterprise is more suitable.

  Once we have spoken with you and understand your business goals we will recommend which HubSpot Hubs are best suited for the business.

  At that point, we will introduce you to a HubSpot Sales Rep to help you sign up for the software subscription. 

• Can I automatically assign a Deal to a sales rep based on the location of the Deal?

  Yes, a workflow can automatically check the state, postcode of a Contact and assign the Deal to the most appropriate Sales Rep based on the location.

  (This is for Pro and Enterprise tier levels.)

• Can I record phone calls and track them one central place?

  HubSpot's call tracker automatically logs every call into HubSpot.

  This means everyone in the team can see what communications have taken place on that customer record.

• Can I get reporting on sales activity?

  Yes.

  The four most popular sales reports are:

  1. Individual sales rep performance.
  2. Revenue by challenge faced by customer.
  3. Average number of activities by sales rep.
  4. Closed won/closed lost reason.

• We rely on memory a lot, how can my team automate follow ups?

  Within HubSpot you can create tasks with due dates that allow you to get the information out of your head and into a system that will remind you when required.

• Can we set up multiple pipelines with different automations?

  Yes!

  Typically there are four pipelines that solar dealers set up:

  1. Sales Pipeline

  2. Installation Pipeline

  3. Review Pipeline

  4. Maintenance Pipeline

  Each pipelines will have different workflows and sequences that trigger based on various criteria.

• Can a specific sales rep be assigned to a contact in a certain location?

  Yes.

  We can assign people to contact records based on postcodes, location, or solar solution required.

• Are new contacts records manually entered?

  New contacts are recorded in the system depending on how they originated.

  For example, if a new contact comes in from a form (website, paid ad) then those details are immediately captured.

  If the contact comes in from a walk-in or telephone call, then they will need to be entered manually into the system.

• What integrations are available within HubSpot

  There are native integrations available within HubSpot that are popular with solar companies:

  • MailChimp

  • XERO

  • Google Calendar

  • GMail

  • Zapier

  • Facebook Ads

  • Google Ads

  • Aircall

  • Zoom

  • Slack

  There are also third party integration pieces that can be valuable:

  • Open Solar 

  • Pylon (in development)

  • SolarPlus

  We can introduce you to these third party suppliers if this integration pice is of interest to you.