The company is a company that focuses on providing innovative energy requirement solutions through renewable energy sources.
The company provides solar energy solutions to customers for both commercial and residential applications.
Salesforce Sales Cloud
The management of the company’s sales operations was challenging.
They were using several systems to manage customer data, which had led to data inconsistencies and inaccuracies.
The company was also lacking visibility to their sales pipeline, which made it difficult to forecast revenue and plan resources.
They were in an urgent need to streamline their sales process and improve collaboration between teams.
The company also needed to provide better customer service to their clients.
Salesforce Service Cloud
At the customer service front, the company lacked a unified system for managing customer service requests and tracking customer interactions.
The company needed to provide a better customer service to their clients and improve their overall customer experience.
The company also needed to improve collaboration between service teams and other company departments.
They were in need for a way to track and manage service requests from start to finish.
Our team recommended the company to implement Salesforce Sales Cloud to address the above sales challenges.
They configured the platform to meet the specific needs of the company, with features including custom fields and workflows.
The staff at the company was provided a comprehensive training to ensure that they were equipped to use the new system effectively.
The team also integrated Salesforce Sales Cloud with the company’s other systems to provide a unified view of customer data.
This implementation resulted in a centralized system for managing sales, and enabling the company with greater visibility into their sales pipeline and allowing for more accurate revenue forecasting.
Our team recommended the company to implement Salesforce Service Cloud to address the above service challenges.
They configured the platform to meet the specific needs of the company, with features including automating workflows and AI chatbots.
Our team also gave proper training to the company’s staff to enable them into using the new systems effectively.
This implementation also resulted in having a centralized system that managed customer service requests, improved collaboration between service teams and other departments, and provided a better overall customer experience.
The implementation of Salesforce Sales Cloud and Salesforce Service Cloud resulted for the company to have a unified system for managing all their sales and service operations.
The company has witnessed a significant increase in productivity, with staff spending less time on administrative tasks and more time on selling and servicing customers.
The collaboration between teams has improved, giving way to smoother sales and service processes.
The company has also been able to provide better customer service to their clients, resulting in higher customer satisfaction.