We implement Salesforce with energy

Challenges

CEZ and Cryogas are two large companies selling electric energy and gas supplies in Central- Eastern Europe. Both companies have been present in the region for over 10 years, growing its structures at high pace without any digital strategy. At some point, using basic tools like Excel and Basic Databases was not enough to support extremely crucial business functions like sales forecasting, usage forecasting and understanding what a customer may want in a near future. On top of that, each team in a field worked independently, holding information about customers to themselves. At some point, both clients, together with TTMS advisors, decided to transform the way their businessas-usual worked and went digital with Salesforce.

Challange

What did the Client miss?

Lack of a single, unified vision on how should all the crucial processes be managed
Lack of a single system broadly available to all employees where all the customer, product and contract data could be stored and managed
The ability to store and manage contracts
Lack of a single point of access to the knowledge (product information, manuals, document templates etc.)
Lack of a viable reporting and forecasting tool
Lack of integration with other key business systems
Lack of information flow between customers and their partners

Solution

An implementation of Salesforce Sales Cloud (Lightning Experience) was a pivotal point for both companies. First of all, working with a single system that stores all the important data and is integrated with other key business applications helped to reduce time Sales and Operational teams spent on collecting data from different systems to do their job. It also allowed to automate quite a few mundane processes that would usually consume a fair portion of time. Both of those things boosted up teams efficiency and allowed them to focus on their customers and increasing sales. To support team members in a field, we recommended a usage of Salesforce 1 app (with some extension) to give an instant access to customer data before a meeting and to enable sales people to input any information to the system at any time of a day. That led to higher transparen- cy and data quality. Next, we implemented a set of analytics to supporting accurate forecasting. Finally, we used Salesforce to be a place-to-go to get all the important documentation, product offering and templates. By doing so, we eliminated the need for any other system to hold that function, assuring that all the users have an access to the newest versions of documents.

1 Service Manager

3 Salesforce Developers

1 Solution Architect

1 Tester

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Outcome

The most important outcome to both clients is transparency and predictability of their business. Today, most of the employees use Salesforce as the primary tool for doing business with their customers. All the crucial information is always in one place, accessible to everyone who may require it. Also, using Salesforce 1 App decreased the time between meeting a customer in a field and having that information in the system.

Large european gas and energy trading companies

Challenges

Challange

Solution

1 Service Manager

3 Salesforce Developers

1 Solution Architect

1 Tester

Outcome

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Monika Radomska