Transforming energy in Puerto Rico with Planet Solar and HubSpot
Transforming energy in Puerto Rico
Planet Solar is a leading company in the renewable energy market in Puerto Rico, specialized in the sale and installation of solar energy systems. With more than 25 years of experience and more than 3,000 completed installations, Planet Solar is dedicated to offering high quality and reliable energy solutions. Its mission is to help residents of Puerto Rico achieve energy independence through the use of advanced solar energy and battery storage technologies.
Planet Solar is distinguished by its personalized attention and commitment to excellence. They offer advice from the first contact to the completion of the installation, ensuring that each solar system is adapted to the specific needs of each client. The company also prides itself on its ability to create independent microgrids that can operate during power grid collapses, especially relevant during hurricanes.
Qupos Lite
Challenges faced by Planet Solar
Planet Solar faced the challenge of not being able to efficiently manage its marketing, sales and service processes. These challenges not only affected its day-to-day operations, but also its ability to make informed strategic decisions. The main challenges were:
Marketing and promotion strategies on social networks
Planet Solar needed to develop and execute effective strategies to promote its services on digital platforms and attract new customers.
Bring together the efforts of all teams in one place
The company faced difficulties in coordinating the activities of the different teams (design, installation, commissions, review) due to the complexity of the implementation and the lack of a unified platform.
Measure all those efforts to make strategic decisions
Without a centralized tool, it was difficult to measure the performance and effectiveness of their initiatives, making it difficult to make data-driven decisions.
How Dinterweb addressed Planet Solar's challenges.
To address Planet Solar's challenges effectively, Dinterweb divided the actions into three key stages: diagnosis, planning and execution. This structuring allowed for an orderly and efficient implementation of the necessary solutions, ensuring that every aspect of the process was addressed with precision and attention to detail.
1. Diagnosis
In the initial phase, it was identified that Planet Solar was managing its information in several tools and Excel sheets, which hindered traceability and efficiency in the management of its efforts and results. In addition, the Excel sheets were so heavy that they were difficult to access. It was noted that there was a need for salespeople to be able to quote directly from HubSpot, which required a customized quote. It was also crucial for all teams to have visibility into the status of each project for better coordination.
2. Planning
During planning, Planet Solar intended to learn how to use HubSpot's marketing tools, create inputs, and attract new customers for the sales team, as well as measure marketing results. Initially, they rejected the implementation of the sales and service modules, but soon realized they needed a comprehensive solution for:
Finally, they opted to contract HubSpot and customized objects within the CRM so that employees could review the status of each project. The total implementation took 12 weeks.
3. Execution
In the execution phase, Dinterweb translated Planet Solar's needs into practical solutions using HubSpot:
Results of a HubSpot implementation with Dinterweb
Real-time visibility into the status of projects
Planet Solar now has a clear, up-to-date view of each ongoing project. This allows them to monitor progress, identify potential delays and take corrective action on time. This transparency enhances both internal and external confidence, as internal teams can closely follow the progress of each project.
Clear accountability at every stage of the project
With precise identification of who is responsible for each stage, team coordination and efficiency have been strengthened. Each member knows exactly what is expected of them and when they should complete their tasks, reducing duplication of effort and minimizing potential miscommunication.
Centralized management of marketing, sales, and service
The complete integration of all functions in HubSpot has simplified strategic decision-making. Now, marketing, sales, and service teams share the same platform, allowing them to collaborate more effectively, align their efforts, and deliver a more cohesive customer experience.
Ability to create and send marketing materials manually or automatically
Thanks to HubSpot's functionality, Planet Solar can create and send marketing materials, such as emails and other content, in an efficient and personalized manner. This allows them to stay in touch with their customers more effectively and promote their services more strategically.
Creating pipelines
Creating custom pipelines in HubSpot have allowed Planet Solar to visualize and manage their projects more effectively. They can now see at a glance what stage each project is at, who is responsible at any given time, and what actions they need to take next, which has improved the planning and execution of their projects.
Elimination of the use of Excel
Before implementing HubSpot, Planet Solar used Excel to manage their projects, which caused performance issues due to file size and lack of integration with other key functions. With HubSpot, they have been able to centralize all their management on a single platform, which has allowed them to improve efficiency and collaboration between teams.
The collaboration between Planet Solar and Dinterweb has demonstrated how a strategic and customized implementation of HubSpot can transform a company's operation in the renewable energy industry. Thanks to the division into diagnosis, planning and execution stages, it was possible to centralize information, optimize marketing, sales and service processes, and improve project visibility and coordination.
At Dinterweb, we have the experience and knowledge necessary to meet the challenges of various industries, including solar energy.
As with Planet Solar, we are ready to turn your business into our next success story. Let's talk: