Energizing a Utility Company on Cloud: Faster Closures on Salesforce
A fast-growing U.S. alternative energy provider was using Salesforce for managing operations from sales to installation. They had complex information flows involving multiple stages. However, updating data in one stage was not reflecting on other stages. Our customer had to manually check data at each stage to ensure accuracy. This was slowing down their closure cycles and impeding customer experience
To enable seamless data flow across the systems, the company partnered with us
The Goal:
Create a reliable, end-to-end process on Salesforce that keeps every stage (from sale to solar installation) in lockstep, removing manual rework, reducing errors, and accelerating order closure.
Impact Delivered:
40% quicker closure on orders after streamlining flows and removing manual checks.
Synchronized information flow across stages for sales and service teams.
