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