Solar Inbound

BACKGROUND

Please describe your company and position.

I am the Operations Manager

Describe what your company does in a single sentence.

Solar Energy Company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Solar Inbound to accomplish?

• Hubspot CRM Implementation

SOLUTION

How did you find Solar Inbound?

Referral

Why did you select Solar Inbound over others?

Referred to me

How many teammates from Solar Inbound were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Hubspot CRM Implementation

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Switching CRMs felt overwhelming after our previous experience. We had spent an excessive amount of time trying to make JobNimbus and Quickbase work, and even after more than a year, the system remained complex, slow, and hard to manage internally. When Jon and the team at Solar Inbound showed us what was possible with HubSpot, it immediately changed our perspective.

The migration was fast, structured, and—most importantly—well thought out. In under six months, our sales pipeline, project management, and internal operations were fully transitioned into a single, coherent system. What stood out most was not just their technical execution, but also their deep understanding of solar businesses and their real operational needs. That knowledge translated into workflows that actually make sense and scale with growth.

Today, our processes are clearer, accountability is better defined, and our team spends far less time dealing with system friction. If you’re in the solar industry and looking for a CRM setup that truly supports growth rather than complicates it, Solar Inbound is an excellent partner.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project was executed on time

What was your primary form of communication with Solar Inbound?

Virtual Meeting

What did you find most impressive or unique about this company?

The partnership

Are there any areas for improvement or something Solar Inbound could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Solutions Architect of Astrawatt Solar

Describe what your company does in a single sentence.

With years of industry experience, we are your go-to professionals for reliable and efficient solar panel installations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Solar Inbound to accomplish?

• Build a new HubSpot CRM tailored to our business and vision.
• Execute the implementation quickly and efficiently.
• Fuel growth with systems and processes.

SOLUTION

How did you find Solar Inbound?

Referral

Why did you select Solar Inbound over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Solar Inbound were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We were struggling with our old HubSpot CRM and needed a complete overhaul. Instead of trying to patch up our legacy system, we started fresh with a brand-new account and integrated multiple software and systems recommended by SolarInbound. 

Their scope of work was comprehensive and expertly executed—it was a smooth transition to a unified platform. 

Key deliverables included:

Customized CRM Setup: New HubSpot configuration with a seamless process cut-over and real-time reporting.

Workflow & Automation: Streamlined lead management, sales pipelines, and operational workflows.

Integrated Tech Stack: Integration of additional software systems as recommended, ensuring everything worked together harmoniously.

Ongoing Support: Expert consulting and continuous optimization to adapt to our evolving business needs.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The outcomes clearly demonstrate the success of our project. After implementing the new HubSpot CRM and integrating additional software as recommended by SolarInbound, we experienced:

Improved Sales Performance: Our sales team saw a significant increase in lead conversion rates, with the CRM overhaul contributing to a remarkable boost in pipeline velocity.

Enhanced Customer Satisfaction: Immediate increase in five-star online reviews, reflecting a substantial increase in customer satisfaction and positive feedback.

Streamlined Operations: The consolidated tech stack and automated workflows resulted in faster response times and improved overall operational efficiency.

Accurate Reporting: Needless to say, leadership is delighted with valuable insights that have eluded us in the past. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Solar Inbound's project management is solid and structured. They reliably delivered on time, meeting each milestone as promised. Their process was highly collaborative—while they maintained excellent communication and responsiveness, it was ultimately on us to keep up! Overall, their consistent on-time delivery and readiness to address our needs made the transition seamless and effective. 

What was your primary form of communication with Solar Inbound?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Jon’s deep understanding of the solar industry. It's one thing to hire an experienced Platnum HubSpot partner, and it's another thing to hire a Platinum HubSpot partner with expertise in your industry.

Are there any areas for improvement or something Solar Inbound could have done differently?

Frankly, nothing specific comes to mind.

BACKGROUND

Please describe your company and position.

I am the Partner & CEO of OnSite Energy, Inc.

Describe what your company does in a single sentence.

Solar and energy storage design and installation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Solar Inbound to accomplish?

• Opimization of our sales CRM

SOLUTION

How did you find Solar Inbound?

Referral

Why did you select Solar Inbound over others?

• High ratings
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Solar Inbound were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

The initial implementation consisted of HubSpot setup, process cut-over, automation configuration and data migration support.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

SolarCRM instance set up. Process review and development. Data cleaning and migration. Workflow automation. API integrations. Compatible phone system integration and automation.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Good project management and contributions to our project on time each week. 

What was your primary form of communication with Solar Inbound?

Virtual Meeting

What did you find most impressive or unique about this company?

Not only did Solar Inbound guide us through an extensive, multi-dimensional optimization of our Hubspot CRM, but Jon has drawn upon his years of solar industry sales experience to advise us on a number of significant changes to our processes which are based on time-tested and proven strategies. Jon is a pleasure to work with, always listening to our needs and adapting his solutions to best fit our unique ways of doing business. For anyone who is looking to elevate their sales organization and it's solar industry specific CRM to the next level, I highly recommend Solar Inbound.

Are there any areas for improvement or something Solar Inbound could have done differently?

No. We are very satisfied. 

BACKGROUND

Please describe your company and position.

I am the Operations Director of Solar Energy Partners

Describe what your company does in a single sentence.

We are a team of passionate individuals who are committed to providing top-quality renewable energy solutions to our customers in communities throughout the United States.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SOLARINBOUND to accomplish?

• Drive sales growth.
• Enhance operational efficiency.
• Develop comprehensive CRM and consolidate disparate technology solutions.

SOLUTION

How did you find SOLARINBOUND?

Referral

Why did you select SOLARINBOUND over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from SOLARINBOUND were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Objectives of the partnership are to increase sales, enhance operational efficiency, and consolidate disparate software systems.

We chose to enhance our existing HubSpot implementation.  This involved the implementation of customized workflow management for marketing leads, sales opportunities, and implementation projects.  Additionally, we migrated from Microsoft to Google for email and documentation management, implemented ancillary software serving specific purposes (lead generation, field service management) with direct integration to HubSpot which enabled us to remove software solutions that were not connected to one another in any way.  The result is a single CRM that provides tracking, visibility, reporting on all facets of the organizations operations including sales ops, implementation and service. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Since implemtnation of solutions and processes with SolarInbound we have seen over 1000% growth in 5 star online reviews demonstrating high levels of customer satisfaction.  Additionally, growth in referral leads and website leads is substantial (from non-existant to 5-10 per month).  Sales projections are showing a modest growth in sales YoY despite very significant macro level industry challenges this year.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

All deliverables have been communicated effectively and delivered at or before the expected timeframe.  We are pleased with the execution.

What was your primary form of communication with SOLARINBOUND?

Virtual Meeting

What did you find most impressive or unique about this company?

The most impressive aspect of our partnership was their deep level of industry-specific knowledge and passion for our success, which matched our own.

Are there any areas for improvement or something SOLARINBOUND could have done differently?

Frankly, no specific improvements come to mind.

BACKGROUND

Please describe your company and position.

I am a Director at Solar Energy Partners

Describe what your company does in a single sentence.

We help cusotmer's acheive energy indepedence with solar and home storage solutions.  

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SOLARINBOUND to accomplish?

• Streamline communications
• Consolidate our tech stack
• Improve Efficiency

SOLUTION

How did you find SOLARINBOUND?

Referral

Why did you select SOLARINBOUND over others?

• Great culture fit
• Referred to me
• Company values aligned
• Industry Expertise

How many teammates from SOLARINBOUND were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Solar Inbound has been a game-changer for our solar company! They revolutionized our CRM, streamlined our tech stack, and continue to provide exceptional ongoing support. Their expertise and dedication have significantly boosted our efficiency and operations. Highly recommend!

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Consolidated Tech Stack 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Solar Inbound's project management has been excellent. They consistently delivered items on time and were highly responsive to our needs. Whenever we had questions or needed adjustments, their team was quick to respond and provide solutions, making the entire process smooth and efficient. Their commitment to meeting deadlines and supporting our business truly sets them apart

What was your primary form of communication with SOLARINBOUND?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about Solar Inbound is their deep industry-specific expertise and understanding of the unique challenges within the solar industry. Their alignment with our needs made a significant impact, as they offered tailored solutions that perfectly matched our business goals. What truly sets them apart is how they integrate with our team; they don’t feel like just an outside consultant but rather an extension of our own team, fully invested in our success. 

SOLARINBOUND's level of partnership and commitment is rare and invaluable to our company.

Are there any areas for improvement or something SOLARINBOUND could have done differently?

No

BACKGROUND

Please describe your company and position.

 I am the CTO of a construction company 

Describe what your company does in a single sentence.

Solar Panel instalation and Home Improvement

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Solar Inbound to accomplish?

• Enhance processes
• Re-order internal management
• Global data viewer

SOLUTION

How did you find Solar Inbound?

Linkedin

Why did you select Solar Inbound over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Solar Inbound were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We were really struggling with our internal processes. We moved from JobNimbus to Quickbase, and that integration alone took over a year and still felt heavy and inefficient.

As soon as Jon introduced us to HubSpot through Solar Inbound, it was honestly a no-brainer. In less than six months, we migrated our entire operation—sales, projects, and internal workflows—something we couldn’t achieve in over a year with our previous setup.

Today, everything runs with far less internal stress, much clearer ownership, and significantly faster structures. The difference is not just the tool, but the way Solar Inbound understands solar operations and translates them into a clean, scalable HubSpot implementation.

Highly recommended if you’re serious about fixing process chaos and scaling efficiently.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Data visibility
Process enablement

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They delivered in time

What was your primary form of communication with Solar Inbound?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They know what they do

Are there any areas for improvement or something Solar Inbound could have done differently?

no

BACKGROUND

Please describe your company and position.

 I am the Marketing Manager of a construction company 

Describe what your company does in a single sentence.

OnSite Energy provides solar design & installation across Montana.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SOLARINBOUND to accomplish?

Implement HubSpot as a CRM

SOLUTION

How did you find SOLARINBOUND?

Online Search

Why did you select SOLARINBOUND over others?

High ratings

How many teammates from SOLARINBOUND were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Set up HubSpot CRM
• create sales pipelines
• create operations pipelines
• set up marketing automations and reporting

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increase in sales closure rate

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Always on time and organized, very responsive when we have questions

What was your primary form of communication with SOLARINBOUND?

Virtual Meeting

What did you find most impressive or unique about this company?

Jon has a wealth of knowledge, from sales to marketing and beyond, and is always willing to dig into a problem.

Are there any areas for improvement or something SOLARINBOUND could have done differently?

Nothing I have seen yet

UPDATED REVIEW

This review was published on Sep 12, 2024.

Sales Manager, OnSite Energy
Energy & natural resources
Bozeman, Montana
11-50 Employees
Feb 2024 - Ongoing
$10,000 to $49,999
Verified

Project summary
SOLARINBOUND works with an energy company to optimize their current HubSpot instance. This involves building out their pipeline and implementing automation for their sales and operations departments.

Feedback summary
SOLARINBOUND has cleaned the client's sales pipelines and implemented automation, boosting their sales closure rate. The team delivers on time, offers valuable guidance, and is able to quickly pivot to the client's needs. Their creative solutions always align with the client's goals.

BACKGROUND

Please describe your company and position.

I am the Sales Manager of OnSite Energy

Describe what your company does in a single sentence.

Photovoltaic solar and energy storage system design, engineering, and installation in the state of Montana. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SOLARINBOUND to accomplish?

• Optimize current HubSpot instance
• Increase revenue
• Implement entire solar tech stack

SOLUTION

How did you find SOLARINBOUND?

Referral

Why did you select SOLARINBOUND over others?

• High ratings
• Referred to me
• Skillset and background where exactly what we were looking for.

Describe the scope of work in detail. Please include a summary of key deliverables.

Hubpsot implementation, pipeline buildout and automations for both sales and our operations departments, buildout of our marketing hub, consultation of sales processes, dashboard and reporting, and integrations with our website and other softwares our company utilizes. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

SOLARINBOUND has helped us get our HubSpot pipelines up to speed and has continuously taught us the tools available through HubSpot. By cleaning up our sales pipelines and implementing automations, our sales closure rate has increased three-fold and has assited our sales staff on keeping track of prospects and customers. Not only this, but SOLARINBOUND is able to teach us about new HubSpot features as they roll out and utilize these features to our company's benefit. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are definitely a busy crew, but they deliver items on time and our weekly meetings with both the sales team and operations teams has been very beneficial. They're able to pivot to our needs and create solutions for us as we are evolving as a company. 

What was your primary form of communication with SOLARINBOUND?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Our company's background is construction managment - the SOLARINBOUND team has helped us utilize a very powerful software to impact our company's performance in a positive way. They have not only been teachers, but partners to help us achieve our revenue and operational goals. 

Are there any areas for improvement or something SOLARINBOUND could have done differently?

It would be nice to have a monthly or weekly digest of HubSpot's new features so we can digest this and do some research before hopping on our weekly calls.

STAR RATINGS:
Overall rating: 5   
Quality: 5   
Cost: 4   
Schedule: 4   
Willing to refer: 5     

BACKGROUND

Please describe your company and position.

I am the Software Management Specialist of Solar Energy Solutions

Describe what your company does in a single sentence.

Solar Installation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SolarInbound to accomplish?

• Implement HubSpot
• Streamline operations and sales processes

SOLUTION

How did you find SolarInbound?

Referral

Why did you select SolarInbound over others?

• Pricing fit our budget
• Good value for cost

How many teammates from SolarInbound were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

• Data migration
• HubSpot implementation
• Admin program
• Template build-out
• Process customization
• On-site training

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increased efficiency in our sales and operations pipelines as well as native integration with other important applications.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Jon is very organized and good at staying on track for his targeted goals. He responds quickly to any questions we have, as well as making sure any new processes implemented are closely matched to our needs.

What was your primary form of communication with SolarInbound?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The level of personalized support and customizability are unmatched, as well as Jon's extensive knowledge and expertise.

Are there any areas for improvement or something SolarInbound could have done differently?

They did an exceptional job! No complaints here!