Energy Solutions: Cross-Functional CRM, from sales to installation with Salesforce
Share:
For Energy Solutions, Aeonvis customized Salesforce Sales, Service and Field Service Cloud, optimizing the entire process from lead generation to PV installation, improving sales and technical support efficiency.
#GreenEnergy #Sales #SystemIntegration
Maximizing sales and technical support: Salesforce integration for comprehensive management of PV systems
THE CLIENT
Energy Solutions: a leading company in energy efficiency
Energy Solutions, an Umbrian company with more than 70 years of history and experience in green energy, is a leader in managing energy efficiency projects through the use of renewable sources.
Specializing in photovoltaic systems, energy storage systems, and solar thermal systems, it has chosen to take on a new challenge to make internal processes more efficient, providing increasingly comprehensive and valuable service to its customers in the name of energy sustainability.
THE SCENARIO
Enhancing business processes with Salesforce for an excellent customer experience
Energy Solutions, a partner of Edison Energia, has chosen Aeonvis to centralize business process management with Salesforce CRM. In order to make the company more efficient and customer oriented, Energy Solutions set a number of goals, among them:
- Equip the company with a CRM for managing business processes, from first contact to sales, to planning and managing field workers to improve the organization of installation work and customer service
- Optimize the customer experience, using CRM’s data storage and data analysis capabilities to orient processes and strategies to customer needs
- Enhance internal procedures through digitization with a tool that was both a facilitator and a monitoring system
- Last but not least, strengthen operational efficiency and accelerate business decision making
THE CHALLENGE
Single tool, maximum efficiency: how to streamline pre- and post-sales processes
Energy Solutions needed to identify a single tool to meet the needs of the main business departments involved in the pre-sales and after-sales processes, digitizing a complex process in which various stakeholders inside and outside the company would be involved.
The goal set at the outset has been totally achieved, and now Energy Solutions collects information and documents in an organized and convenient way directly on the cloud, making them available for analysis and statistics as well. Benefiting from this are drastically reduced business time and costs, thus maximizing the effectiveness of the investment.
THE SOLUTION
Integration and functionality: Aeonvis' custom Salesforce solution for Energy Solutions
Aeonvis’s intervention for Energy Solutions involved the customization of Salesforce’s Sales, Service and Field Service Cloud to enable the company to manage all the steps between lead acquisition, sales and product installation.
In particular, a customized solution was developed that was capable of integrating and simplifying business processes, improving operational efficiency and collaboration between departments.
Through Aeonvis’s Salesforce CRM consulting, Energy Solutions was able to:
- Accommodate the needs of the external marketing and call center department in the lead qualification and conversion process with significant ticket reduction
- Record and collect documentation required for approval of energy efficiency practices within the sales department
- Manage invoice receivables and agent commissions, thereby boosting sales performance
- planning inspections and installations, where the technical and sales departments collaborate real-time, allowing for certain installation times, higher quality of service by monitoring individual moments of the installation, and increased real-time support to installers
- Implement approval processes in an agile manner, facilitating collaboration between teams in different business departments and making it easier for new people to join the team.
THE RESULT
Energy Solutions and Aeonvis: how Salesforce integration improved processes and enhanced operational efficiency
Aeonvis’ professionalism and expertise in consulting and strategy has improved Energy Solutions’ operational efficiency through the integration of sales, installation and service processes offered by Salesforce technology. The CRM implementation has resulted in considerable cost and time savings, ensuring greater efficiency and better service to the end customer.
Energy Solutions now establishes itself as a leader in the renewable energy industry and, thanks to Salesforce CRM, prepares to meet future challenges with greater agility and competence.
