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, specializing in the sale and installation of solar energy systems. With over 25 years of experience and more than 3,000 completed installations, Planet Solar is dedicated to providing high quality and reliable energy solutions. Its mission is to help the 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 tailored to each customer's specific needs. The company also prides itself on its ability to create stand-alone microgrids that can operate during grid collapses, especially during hurricanes.

Learn more about Planet Solar by visiting their website.

Industry

Renewable energy
Company size

250 employees
Location

Puerto Rico

Challenges faced by Planet Solar

Planet Solar needed to develop and execute effective strategies to promote its services on digital platforms and attract new customers.

The company faced difficulties in coordinating the activities of the different teams (design, installation, commissioning, review) due to the complexity of the implementation and the lack of a unified platform.

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 the challenges of Planet Solar

Diagnosis Planning Execution

In the initial phase, it was identified that Planet Solar was managing its information in various tools and Excel sheets, which made it difficult to track and efficiently manage its efforts and results. In addition, the Excel sheets were so heavy that they were difficult to access. A need was noted 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.

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 declined to implement the sales and service modules, but soon realized they needed a comprehensive solution for:

Bringing together the sales process and service delivery, especially due to the complexity of the industry in which they operate.
Document and connect all equipment, ensuring that there were no missing supplies needed for the installation.
Having visibility into the status of projects and the ability for all teams to be in sync.

Finally, they opted to contract HubSpot and customized objects within the CRM so that employees could check the status of each project.The total implementation took 12 weeks.

In the execution phase, Dinterweb translated Planet Solar's needs into practical solutions using HubSpot:

Creation of a sales pipeline with customized properties.
Creation of a service pipeline per team, with customized properties that follow the process of each team, including tasks and automations to alert on improper movements such as moving ahead in the process without approval.
Point-by-point implementation, teaching the client about HubSpot's advanced features and suggesting best practices.

Results of a HubSpot implementation with Dinterweb

Real-time visibility of 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 in a timely manner. This transparency improves both internal and external confidence, as internal teams can closely follow the progress of each project.

Clear responsibility at each stage of the project

With precise identification of who is responsible for each step, 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 marketing, sales and service management

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 way. This allows them to stay in touch with their customers more effectively and promote their services more strategically.

Creation of pipelines

Creating custom pipelines in HubSpot has 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.

Spreadsheet deletion

Prior to 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.pos.

The collaboration between Planet Solar and Dinterweb has demonstrated how a strategic and customized implementation of HubSpot can transform the operation of a company in the renewable energy industry. Thanks to the division into diagnostic, planning and execution stages, it was possible to centralize information, optimize marketing, sales and service processes, and improve visibility and coordination of projects.

At Dinterweb, we have the experience and expertise to meet the challenges of diverse industries, including solar energy.

As with Planet Solar, we are ready to make your business our next success story. Let's talk:

Transforming energy in Puerto Rico with Planet Solar and HubSpot