Consolidating a solar business onto a single platform
- Client
- HC Progressive
- Industry
- Beyond
- Solutions
- Marketing Technology
- Region
- Australia
The challenge
Every stage of HCP’s sales process lived in a different tool, and the intricacies were real: leads arriving from digital ads at different stages of readiness, custom solar simulations feeding quotes, on-site installations to schedule nationally, and a local call centre that needed to activate leads faster inside one platform.
Our solution
Pardot took the heavy lifting on nurture, scoring and prioritising leads on behaviour and profile. Enquiries route by purchase timeframe, finance status and job size into a fast-track pool, contacted within 2 hours, or a nurture pool; qualified fast-track leads enter the quote queue, where a custom solar simulation uploads to Salesforce and triggers the quote email automatically, handing the lead back to the consultant to close.
DayBack integration manages on-site quotes and installations with a national view of sales and service activity, GeoPoint allocates jobs to consultants by customer location, cutting travel time with a real impact on gross profit, and NewVoiceMedia gives the call centre real-time analytics on lead-to-quote, lead-to-sale, speed to first call and conversion by channel and consultant.
The results
One platform now runs the entire journey from enquiry to installed solar system, with automation moving every lead forward and real-time analytics on the metrics that matter.
What our clients say
We worked with The Garden on the implementation of Salesforce to help manage the sales and delivery process for our business. The Garden has been a great strategic partner for HC Progressive. The team put a lot of work into understanding our business challenges prior to launching into development, which saved us a lot of headaches in the implementation phase. We're really pleased with the end result. Well done The Garden.
Featured case studies
Our measure of success is yours.
A Salesforce migration cut Traders in Purple's campaign production time 80%+, with email results nearly doubling industry benchmarks.
A ground-up Salesforce implementation for Sunkin: $150M+ pipeline managed, five lead sources integrated, 100% of data migrated.
HubSpot-Salesforce integration and automated nurtures influenced a $12M+ pipeline for Lincoln Place, with email near-doubling benchmarks.
Advanced nurtures across 12 Ingenia Lifestyle communities influenced 130+ opportunities and $500K+ in pipeline, with a 47.91% re-engagement open rate.