When Your Systems Can't Talk to Each Other, Your Revenue Pays the Price

The Key Wins

The Starting Point

Our client is an established renewable energy provider delivering residential and commercial solar installations across multiple regions. Strong demand, consistent lead flow, a growing pipeline. By every external measure, the business was thriving.

Simpro handled job execution and field operations. HubSpot handled CRM and sales. Zapier sat between them, transferring data back and forth. It worked until quote volumes got high enough that any gap in that chain created real problems.

Nobody had formally defined which system was the authority for what. That is what we fixed.

What we Built

We replaced Zapier with a direct custom integration, with defined system-of-record logic baked in from day one. Residential and commercial pipelines were structurally separated. API-level duplicate detection was added. Territory scheduling was realigned with CRM data. Margin visibility and cost-center reporting were embedded directly into the commercial workflow.

Before go-live, we ran UAT simulations designed to replicate real working conditions across both pipeline types. The objective was simple: confirm that as activity increased, the system would stay consistent and predictable.

The Outcome

The leadership team put it best: "We are no longer trying to align systems. We are managing performance across the entire revenue lifecycle with clarity, consistency, and confidence."

If this resonates, the full case study goes into more detail on the diagnosis, architecture decisions, technology stack, and what changed.

Download the Case Study