Energy

Utilities

Renewables

Sales Cloud

Sales Cloud Lightning

CTI

Office 365

Omni-Channel

Adobe Sign

As part of a complex industry with increasing competition and tightening margins, this energy supplier approached us as they required both industry-specific expertise and Salesforce technical skills.

With an increasingly competitive market, it was crucial they had a highly automated, highly efficient sales process in place.

The supplier needed to be able to manage both inbound and outbound sales processes, as well as have a slick, accurate quoting process within a highly complex environment.

To support the continued growth of this renewable energy supplier in the face of increased competition and fast-changing regulation.

Salesforce Sales Cloud Implementation to support 3x distinct sales processes, with the flexibility to adjust and add to these depending on the future needs of the business and market.

Domestic & SME required improvements to efficiency to enable higher-volume, lower-margin sales in an effective manner. We implemented Computer Telephony Integration (CTI) and Omni-Channel to manage both inbound and outbound sales processes. In addition, quoting was integrated into Salesforce, maximising the use of the standard Opportunity, Product & Pricebook functionality.

Industrial & Commercial sales required a more tailored approach. Salesforce provided a Single Customer View with details of all communications/activity integrated via Office365. Quoting was integrated into back-office trading systems and then provided to the customer via Adobe Sign integration, with multiple approval processes dependent on the sale value or margin thresholds.

Finally, broker sales and RFQs were handled through a file import processes which handled complex, multi-site tenders.

Upon completion of the project we had delivered to the client a Salesforce platform which had centralised UK and International sales information, and delivered efficient automated sales processes.