CRM Onboarding & Training for Solar Equipment Distributor
- CRM Consulting and SI
- Less than $10,000
- Sep. 2025 - Feb. 2026
"The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track."
- Energy & natural resources
- New Holland, Pennsylvania
- 11-50 Employees
- Online Review
Set2Close provided HubSpot onboarding and training support for a solar equipment distributor. The team was responsible for assisting the client in getting the HubSpot training and support they needed.
Set2Close provided a cost-effective onboarding option that was a perfect solution for the client's needs. The team kept the client on track, was responsive to their needs, and provided quick resources and documentation. Overall, Set2Close's work was a game-changer for the client.