Neighbourhood, a digital agency, partnered with On Top Roofing Solutions to revolutionize their operations. Despite On Top Roofing’s four-year use of HubSpot, their system had become disorganized, with outdated workflows and minimal automation creating inefficiencies. Neighbourhood stepped in to restructure their client’s operations, leading to a significant reduction in manual work and improved communication.
By implementing strategic automation, redesigning ticket pipelines into custom objects, and enhancing the integration of HubSpot and SimPro, Neighbourhood was able to streamline On Top Roofing’s quote-to-job process. This not only centralized data and ensured consistent follow-ups but also freed up the team to focus on delivering exceptional service and preparing for regional expansion. The result? A saving of 6-8 hours per week for On Top Roofing Solutions.
- Automation can significantly reduce time spent on manual tasks and improve efficiency.
- Strategic integration of different platforms centralizes data, enhancing visibility and decision-making.
- Customizing workflows according to business needs can streamline processes and improve scalability.