Renewable Energy Solutions Provider – Salesforce

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.