21 Mar CRM FOR RENEWABLE ENERGY COMPANIES: SALESFORCE HELPS BUSINESSES TO HELP THE PLANET
Salesforce is the world’s favorite CRM. The platform dominates the CRM market with nearly 20% market share. Salesforce encompasses solutions to manage client relations throughout the client lifecycle. It is the tool of choice for small companies, as well as largest global enterprises. Scalability, adaptability, third-party integrations and high degree of customization is what the platform is praised for.
A DEDICATED SALESFORCE TOOLKIT FOR RENEWABLE ENERGY COMPANIES
The versatility of Salesforce architecture allows to tailor the platform for specific client needs. Agmis, a certified Salesforce partner in the Baltic and Nordic countries, developed a Salesforce implementation specifically aimed for companies in the renewable energy sector.
“Renewable energy companies follow similar business logic and processes. After a few Salesforce integrations for solar energy producers and solar park operations, we have customized the platform for the specialist needs of this industry” – said Agmis Salesforce Business Development manager Jurgis Bakanas.
In the words of Mr Bakanas, Salesforce enables renewable energy companies to holistically manage client leads, better share information between different departments, improve project and resource management and increase customer satisfaction.
ONE PLATFORM TO DO IT ALL: FROM ONLINE SALES, TO FIELD FORCE MANAGEMENT
Online order gateway
Salesforce enables easy creation of callback request and order forms. With addition of project estimate calculators, it creates an online order wizard for smaller scale clients. Larger clients are automatically assigned to sales agents.
“Online sales only grew in importance during the COVID-19 pandemic. Salesforce allows renewable energy companies to quickly add e-commerce capabilities and harness online channels for lead generation” – adds Mr Bakanas.
Multiple landing pages and forms can be created, focusing on different client segments. Most importantly, all the leads end up in the Salesforce Sales Cloud, enabling a centralized view of all business prospects.
Sales Cloud platform
Sales Cloud is the nerve center of the Salesforce platform allowing sales agents to create and track sales opportunities.
“In the renewables sector you are dealing with project type sales. They require additional calculations, estimates, documentation, assigned materials and resources. Sales Cloud helps to mitigate this complexity” – noted Mr Bakanas.
Resource and material procurement
Salesforce can also handle the orders of materials, resources and keep track of items in stock. These orders can be assigned to ongoing sales projects, keeping costs and deadlines in check.
Warranty and after sales service
Salesforce Service Cloud is a trusted tool to handle customer support requests. It is a weapon of choice for omnichannel customer support, where customers may initiate requests via the call center, online or even the social networks.
The platform helps to optimize the customer center work operations and seamlessly operate according to the ‘one service window’ principle.
The platform also enables the creation of online self-service platforms, as well as knowledge bases for customer support.
Field service management
Salesforce Field Force tool helps to manage operations of field force employees such as installation or service teams. Service resources can be assigned via the customer support or Sales cloud platforms, dedicated to particular projects, enabling a clear resource oversight.
Salesforce adaptation for renewable energy companies also comes with full Salesforce Marketing Cloud or Pardot integration. Depending on the type of the company and customer outreach (B2B, B2C), either tool can be used for marketing automation, digital campaigns or email marketing.
EXPERTISE OF A CERTIFIED PARTNER
Agmis is a 70+ strong technology company based in Kaunas, Lithuania. We are the first certified Salesforce partner in the Baltic states. Salesforce is one of our core competencies. We deliver Salesforce deployment, customization, technical development services, as well as consult on how technology can streamline business processes and improve operational efficiency.
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