Pivot Energy
4.5-year engagement spanning marketing ops, revenue ops, CMS migration, and service automation across Pivot and SunCentral.
The Challenge
Marketing and sales departments were struggling with disconnected technologies — Google Analytics, Zoho Campaigns, and various other tools were siloed and not working together
Website was built on WordPress and didn't align with the company's evolving brand or provide the marketing team with agility to build campaigns and manage content
Multiple teams across the organization needed HubSpot training and process consulting as the company scaled
Customer Service department needed to optimize operations and improve communication with solar subscribers
Processes were largely undocumented and manual, making it difficult to manage ongoing reports and automate workflows
SunCentral's proprietary solar subscription management software needed to be integrated with a CRM to enable effective, automated communication with subscribers
Ticket categorization and reporting were inconsistent — market managers were closing tickets without proper categorization, making it impossible to identify trends or support disputes with documentation
WordPress to HubSpot CMS Migration
Pivot Energy's marketing and sales departments were operating with a fragmented technology stack. Google Analytics, Zoho Campaigns, WordPress, and various other tools were disconnected from each other, creating data silos and operational inefficiencies. The WordPress website required developer involvement for routine content updates, slowing down the marketing team's ability to build campaigns and publish content.
Newsroom & Media Center
Pivot Energy's marketing and communications team needed a professional newsroom presence on their website. The existing setup had several issues:
SunCentral Service Hub Integration
SunCentral, Pivot Energy's community solar subscription management subsidiary, was managing customer service for nearly 150 megawatts of community solar capacity across dozens of projects. Their Customer Service team faced several challenges:
Ongoing Training & Process Consulting
As Pivot Energy scaled from a regional solar developer to a national renewable energy provider, multiple teams across the organization needed to adopt and maximize their use of HubSpot. The challenge wasn't just initial setup — it was ongoing optimization, training new team members, adapting processes to changing business needs, and staying current with HubSpot's evolving feature set.
Impact
• Consolidated 4+ disconnected marketing tools into a single HubSpot Enterprise platform
• Migrated full WordPress website to custom HubSpot CMS theme
• Consulted on custom API integration between proprietary solar software and HubSpot
• Automated customer service workflows for a team managing 150MW of community solar subscriptions
• Enabled self-service content publishing for marketing and PR teams
• 4.5-year engagement — longest client relationship in the portfolio
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