Austro Energías Renovables is a leading renewable energy solutions company based in Argentina. Focused on delivering clean, efficient, and sustainable energy alternatives, Austro offers a broad portfolio of products and services for residential, commercial, and industrial projects. The company specializes in solar energy systems, solar water heaters, and renewable technology integration.
Before this project, Austro’s operations were spread across various disconnected tools, with marketing efforts managed through Meta Business Manager and commercial and after-sales processes handled informally through WhatsApp.
Austro aimed to centralize and digitalize its commercial, marketing, and post-sales operations within a single, fully connected HubSpot platform. The goal was to improve collaboration between departments, standardize processes, and ensure seamless data flow from one area to another.
Austro had significant volumes of information they wanted to consolidate inside the platform — including numerous products, custom properties, and multiple, highly specific processes with dedicated automations for each area.
It was essential to unify sales, marketing, and service operations within a single scalable environment, ensuring seamless cross-team collaboration without interrupting their ongoing activities.
Through the completion of the Enhanced Onboarding process, we successfully integrated Austro’s operational areas within HubSpot.
Key outcomes included:
Centralized CRM: Consolidated data from scattered tools into HubSpot.
Defined and automated sales processes for both new and recurring leads, improving task management and accountability.
Automated post-sales pipeline including:
Ticket creation from chatbot and claim form submissions.
Follow-up emails at set intervals.
Task generation for technical and service teams.
Status updates and internal alerts for managers.
Fully connected marketing tools including Meta Ads integration, form synchronization, and automated follow-ups.
Always-on workflows and email templates to support proactive customer engagement.
Unified chatbot solution on both web and Facebook, directing inquiries to the appropriate team or automated process.
Knowledge Base built for customer self-service and internal team training.
After completing the Enhanced Onboarding process, we provided Austro with:
Session recordings and tailored tutorial videos.
Best practices documentation.
Loom video explanations of key workflows.
Recommendations for HubSpot Academy and Knowledge Base resources.
Strategic suggestions for next-phase improvements as their HubSpot usage scales.
Their team has since been actively using the platform, successfully managing connected workflows across marketing, sales, and customer service.
Our collaboration with Austro stands as a clear example of how operational complexity and disconnected processes can be transformed into a streamlined, scalable system when the right technology and strategy come together. What began as a need to centralize sales processes quickly evolved into a full digital transformation of their commercial, marketing, and post-sales operations.
Thanks to our cooperation, Austro now operates with aligned, automated workflows that enable better decision-making, faster customer response, and smoother collaboration across departments. Their teams are equipped to manage growth and deliver consistent, high-quality service experiences for their clients.
If you are in search of a qualified partner for your HubSpot CRM implementation and multi-department onboarding project, we would love to speak with you!