Empowering an Energy Firm with Salesforce Sales Cloud to Reap Rich Dividends

Our Solutions

  • We configured Lead and Account Management, Contact Management and Opportunity Management

  • Our team created email templates and an opportunity approval process

  • We also set up validation rules to ensure the opportunity stage cannot be modified with insufficient data

  • Our experts modified the layouts of opportunities and assets pages to upload documents directly to opportunities and assets

  • We configured Dropbox to upload files directly from Salesforce

  • Our specialists developed reports on opportunities to track the total and average NRA and NLA

Empowering an Energy Firm with Salesforce Sales Cloud to Reap Rich Dividends

Client Challenges

  • Poor management of leads and accounts

  • No email templates and opportunity approval process

  • Inability to impose business rules for opportunity management

  • No system to upload files and documents directly from opportunities and asset details pages

  • No system to provide real-time insights

  • Inability to upload files to Dropbox directly from opportunities in Salesforce

Business Outcomes

  • Excellent management of leads and accounts

  • The ability to send emails with appropriate content

  • A robust opportunity management process

  • A facility to upload documents directly from opportunities and asset details page

  • A 360-degree real time view of all leads and accounts

  • Files are uploaded directly to Dropbox

  • A 32% increase in revenue

  • A 35% improvement in the lead conversion rate

Conclusion

Implementation of Sales Cloud Resolves Problems of Poor Management of Accounts and Opportunities, Resulting in a 32% Growth in Revenue and a 35% Increase in Lead Conversions