We customised their HubSpot instance to align with their specific sales process, ensuring that all leads are captured efficiently and easily managed by their sales team.
HubSpot Onboarding and OpenSolar integration
DQ Electrical is a trusted provider of electrical and solar solutions, serving customers across South Australia with over a decade of experience. As their business expanded, they recognised the need to improve the efficiency of their sales processes and customer relationship management. DQ Electrical approached us, T&H Digital, due to our expertise in the electrical industry and our proven ability to help businesses like theirs grow with the right digital tools.
Before partnering with us, DQ Electrical was relying solely on OpenSolar, a platform they used for creating proposals and technical specifications for clients. However, they lacked a Customer Relationship Management (CRM) system, which made it difficult to manage enquiries, track their sales pipeline, and generate comprehensive sales performance reports. This led to inefficiencies, such as manual data entry and inconsistent sales tracking, ultimately slowing down their sales process.
Understanding their unique requirements, we proposed implementing HubSpot CRM, customised to suit their sales process. The key reason DQ Electrical chose HubSpot was our bespoke integration between HubSpot and OpenSolar. This integration allows seamless data transfer between the two systems, enabling DQ Electrical to streamline their workflow and ensure accurate, consistent information across their sales operations.
We customised their HubSpot instance to align with their specific sales process, ensuring that all leads are captured efficiently and easily managed by their sales team.
We tailored our existing integration between HubSpot and OpenSolar to meet the exact needs of DQ Electrical, ensuring that both platforms communicated effectively, reducing manual data entry and improving accuracy.
We implemented a data model within HubSpot that allowed leads to be tracked in a user-friendly manner, providing a clear view of the sales pipeline for DQ Electrical's salespeople.
To help DQ Electrical better understand and improve their sales performance, we built out custom reports and dashboards, providing real-time insights into sales metrics.
To ensure long-term success, we provided comprehensive training to DQ Electrical’s sales team, helping them make the most of HubSpot’s features.
The integration of HubSpot with OpenSolar delivered significant benefits, including:
By automating the data flow between HubSpot and OpenSolar, DQ Electrical saw a drastic reduction in time spent on manual data input.
The integration ensured that data was synchronised across both systems, minimising errors and improving the quality of the information used by their sales team.
With HubSpot in place, DQ Electrical could more effectively track leads, manage their sales pipeline, and close deals faster, improving their overall sales performance.
Katharine Ahern ~ Brand & Marketing Manager
