Transforming Business Efficiency: Seamless Integration and Scalable Growth with SalesforceEnergy Solutions Provider
The client is into low-carbon power generation providing residential customers, and businesses energy solutions.
As part of their growth strategy, they operate multiple business units, each focused on different aspects of the energy sector. They are actively expanding their market presence through strategic acquisitions of companies that complement and enhance their existing capabilities, allowing them to broaden their portfolio of services and reach new customer segments effectively.
challenge
- Adapting Data Structures The organization faced challenges in maintaining and evolving its data structures to integrate seamlessly with the existing Salesforce architecture, ensuring cohesion while allowing for flexibility and scalability within the larger enterprise framework.
- Managing Multiple Business Units Maintaining multiple business units and their diverse processes in a single platform was complex, leading to operational inefficiencies and system performance issues.
- Strategic Division of Business Units To address operational and performance challenges, the decision was made to split the organization into two separate entities, requiring careful planning to ensure smooth transitions and continued alignment with strategic goals.
solution
- Salesforce Architecture Optimization Ensured the Salesforce architecture is robust and scalable to accommodate company growth, new business units, and additional users. Implemented sound data governance practices to maintain the integrity and reliability of Salesforce data.
- User Request Management and Support Adopted a “first do no harm” approach to user requests by coordinating with the client’s Salesforce administrator to prevent disruptions. Provided short-term Salesforce administration support to ensure continuity in the administrator’s absence.
- Qualtrics Integration and Automation Integrated Qualtrics with Salesforce to enable automated survey distribution based on project completion, individual preferences, and annual assessments. Added callout functionality to sync Opportunity Contact Roles with Qualtrics for tailored survey management.
- D&B Connect Integration and Configuration Installed and configured D&B Connect for seamless account data enrichment and management. Enabled users to search and populate account field values using D&B Connect, enhancing data accuracy and completeness.
- Migration and Standardization of Business Processes Transferred Equance-related business unit processes into a new Salesforce org, ensuring seamless data migration. Migrated legacy workflows and automations to Salesforce Flows and Triggers, adhering to newly adopted development standards.
Outcomes
- Improved Sales Transparency Actionable reports and dashboards increased customer account transparency by 30%, allowing for better decision-making at all company levels.
- Enhanced User Efficiency The ability to easily sync and manage Opportunity Contact Roles with Qualtrics reduced time spent on manual processes by 40%, improving overall user efficiency.
- Streamlined Account Creation The integration with D&B Connect, which auto-populates account details, reduced account setup time by 50%, enabling users to focus on strategic tasks rather than administrative work.
- System Performance Improvement The migration and optimization of orgs resulted in a 25% increase in system performance and efficiency, allowing users to operate without disruptions.
V2Force’s expertise and dedication have made a significant impact on our operations. We highly value our partnership with them.
CEO
Energy Producer
Let’s work together
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