Solaris Solar · Renewable energy
A CRM built around a 90-day sales cycle
HubSpot configured for site surveys, proposals and financing, with scoring and sequences that keep long deals moving.
- Client
- Solaris Solar
- Industry
- Renewable energy
- Service
- CRM & Sales Systems
- Year
- 2026
- Timeline
- 7 weeks
+0%
win rate
-0d
sales cycle
±0%
forecast accuracy
The challenge
Deals took three months and died quietly in between. Sales reps tracked follow-ups in notebooks and management had no forecast.
What we built
We designed the pipeline around their real stages, automated survey scheduling, proposal generation and financing follow-ups, and added lead scoring from roof data and energy bills. A forecast dashboard updates itself.
The outcome
Win rate rose and the forecast is now within ten percent of actual every month.
