These challenges are outlined as follows:
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Diverse Account Management
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Opportunity Management
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Complex Pricing Process
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Quote and Contract Workflow
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Meter Data Integration
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Addressing these concerns and implementing effective solutions became
crucial for our client to enhance process flow, optimize the performance,
and business growth.
What We Did:
To address these challenges, we successfully implemented Salesforce Energy &
Utility Cloud as a comprehensive solution. The key outcomes and benefits
realized through the implementation of Salesforce Energy & Utility Cloud
were as follows:
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Unified Account Management: We were able to provide a
unified platform that managed Utility, Broker, and Customer accounts,
offering centralized account information and enabling effective
segmentation and targeted communication strategies.
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Opportunity Management: Configured streamlined
opportunity tracking, ensuring all relevant information was up to date,
and automated pricing requests within each opportunity, including
necessary credit details.
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Enhanced Pricing Process: With out-of-box features we
enabled the direct upload of price files into opportunities, automating
term prices and price summaries, and managed credit details seamlessly
within the system, reducing manual work.
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Quote and Contract Management: Energy & Utility Cloud
facilitated the creation of quotes directly from opportunities and enabled
the quick creation of contracts once a quote was accepted, ensuring a
smooth and efficient sales process.
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Meter Data Integration: Along with other features we
successfully integrated meters into the system for accurate tracking of
energy usage and incorporated real-time data from meters and IoT devices
to provide insights into energy consumption, enhancing billing accuracy.
Value We Offered:
The implementation of Salesforce Energy & Utility Cloud delivered several
significant benefits to our customer:
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Increased Efficiency
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Enhanced Customer Service
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Streamlined Sales Process
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Improved Data Accuracy
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Conclusion:
By implementing Salesforce Energy & Utility Cloud, our customer
transformed its operations, effectively addressing key challenges
and enhancing efficiency across sales and customer service
processes. Utilizing Salesforce’s robust features, our customer
adopted a more streamlined, accurate, and customer-centric approach
to managing energy business operations, boosting company profits by
15-20%.
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