Energy Software Company
An Energy Software Company Empowering Sales and Customer Engagement with Salesforce Sales Cloud and Experience Cloud
Case Details
Industry:
IT – Software
Company Size:
> $ 300 MM
Solution Implemented
Solution Implemented:
SF Sales &
Experience
# of Users:
200+
Project Duration:
8 weeks
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Business Challenges
- Energy Software Company struggled with fragmented sales processes across different teams and regions, leading to inefficiencies in lead management, opportunity tracking, and forecasting.
- The company faced limitations in engaging with customers and providing personalized experiences due to disparate data sources and a lack of centralized customer information.
- Data silos made it difficult to consolidate customer data and insights within their legacy software.
Bluvium Solution
- Configured Salesforce Sales Cloud to streamline lead management, opportunity tracking, and sales forecasting, providing a centralized platform for sales activities and data.
- Customized Salesforce to align with this company’s sales processes and workflows, improving sales efficiency and enabling better collaboration among sales teams.
- Integrated Salesforce with the OGSys portal to enable seamless data exchange between the two platforms, allowing customer data captured in the portal to be pushed directly into Salesforce with SF being single source of truth.
Business Value
- Salesforce Sales Cloud streamlined this company’s sales processes, enabling better lead management, opportunity tracking, and forecasting, resulting in improved sales efficiency and revenue growth.
- Integration with the OGSys portal and Salesforce Sales Cloud empowered this company to engage with customers more effectively by providing better experiences and timely insights.
- Integration with the OGSys portal eliminated data silos, enabling Quorum to centralize customer data within Salesforce and gain a comprehensive view of customer interactions and preferences, driving informed decision-making and targeted sales initiatives.
