Major Technologies Used:
Challenges: A North American energy provider struggled with inefficient sales and customer management due to outdated processes and a poorly performing CRM system. This manifested in several key challenges. First, the sales and customer management platforms were misaligned, creating operational bottlenecks. Second, the Salesforce Sales and customer management platforms themselves required restructuring to provide a solid foundation for future sales and CRM operations. Third, the unique needs of handling customer accounts and sales opportunities necessitated the development of custom solutions. Finally, integration gaps existed between Salesforce and external tools, such as Google Drive, hindering enhanced functionality and collaboration.
Our Solution: To address the energy provider’s challenges, we implemented a tailored Salesforce Sales Cloud solution, streamlining their sales and customer management processes. This involved restructuring the Salesforce Sales and customer management platforms for improved alignment and efficiency. Custom validation rules were introduced to control modifications to accounts and opportunities, ensuring complete data entry before advancing opportunity stages. Document management was enhanced by enabling direct document uploads to Opportunity and Asset detail pages. Furthermore, seamless integration with Google Drive allowed for direct uploads from Salesforce, improving document sharing and collaboration. Finally, the layouts of Opportunity and Asset detail pages were optimized for enhanced usability and accessibility. The resulting solution provided a 360° view of all accounts, leads, and opportunities. System performance saw a 30% increase, boosting overall operational efficiency. Streamlined processes led to better lead management and improved conversion rates, ultimately contributing to higher sales revenue growth.
Aeterna Technologies 