Springwood, helped SunEdison streamline their HubSpot implementation processes and mirror their business processes with optimum feature utilisation and 95% data accuracy
SunEdison provides solar solutions to household and commercial buildings with an aim to
provide alternate sources of energy. The sales, marketing, finance, and operations teams
work together to deliver the best-in-class product, following a stringent test process
that delivers the best performance. The internal processes from sales to product delivery
are handled by Springwood’s HubSpot implementation- which was not configured to utilise all
the features. With more than 500+ fields in product and customer databases, here are some
of the key problems the team was facing:
The Springwood team approached the problem in two ways - getting to know the system and then implementing the SOP. The team tried to answer the two most important questions:-
In our quest, the team structured the problem into five steps:-
With less than 50% feature utilisation and less than 80% accuracy - we aim to set processes such that the team is able to achieve 95% Hubspot feature utilisation, automate more than 70% of manual tasks, and set communication matrix across departments.
To tackle field accuracy on a regular basis, Springwood has deployed its proprietary solution to enable its internal team to catch exceptions proactively and solve them before they even occur.
SunEdison is now running the entire solar solutions system with an impressive 92% accuracy with 95% utilisation. The team currently has 150+ workflows with 700+ fields to store customer and product information distributed across 5 teams.