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Automated sales, marketing, and service processes of a green energy company
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  • 1 Salesforce Consultant
  • 1 Salesforce Developer
  • 1 Salesforce Admin
Vimera Team
The Client is a British company specializing in the sales, installation, and maintenance of solar panels, primarily serving the B2C market. With over a decade of experience in the solar panels industry, the client employs approximately 500 employees across the United Kingdom.
Client
  • Field Service (Lightning)
  • MC Account Engagement (Pardot)
  • Integration with DocuSign
Salesforce Solutions
  • Difficulty accessing critical information quickly because of Salesforce Classic
  • Fragmented data and limited automation impacting decision-making processes.
  • Manual data management resulting in inefficient workflow and scalability.
  • Ineffective marketing strategies
Challenges Outline
  • Green Energy
  • Retail
Industry
~0,5 years
Duration

Lightning

Pardot

Field Service

DocuSign
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Business Goals
  • Centralize data and facilitate informed decision-making.
  • Drive sales opportunities and productivity of sales agents.
  • Automate processes and improve connectivity between sales, marketing, and maintenance departments.
  • Enhance client experience and service quality.
Challenges
Solutions
Legacy Salesforce Interface: The client's reliance on the preceding Salesforce interface, known as Classic, resulted in difficulties promptly accessing critical information, thus prolonging the sales cycle.

Data Fragmentation: The company's reliance on custom solutions and internal tools for storing order and client information led to fragmented data and limited automation, which hindered data accessibility and integration, impacting decision-making processes.

Manual Data Management: Reliance on manual data handling processes across disparate systems caused inefficiencies in critical business workflows and led to prolonged processing times, increased error rates, and data analysis inconsistencies. The lack of automation in key operational tasks, such as order processing and customer management, hindered workflow efficiency and scalability.

Appointment Management: Lack of automation and control over appointments led to inefficiencies and missed client notifications. This resulted in scheduling conflicts, delays in service delivery, and compromised client experience. Inadequate tools for prioritization and resource allocation impacted operational efficiency and service quality.

Marketing Cloud Account Engagement (Pardot) Utilization: The utilization of Pardot as a standalone solution within one department necessitated daily switching between multiple tools, hindering the adoption of new functionalities and impacting marketing strategies.

Inefficient Email Marketing Strategy: The Client's email marketing approach disregarded lead guidelines, resulting in irrelevant communication. This led to poor engagement metrics and hindered lead nurturing and sales opportunities.
At all stages of cooperation, the Vimera consultant performed business analysis and business consulting.

Migration to Salesforce Lightning: Salesforce Lightning UI and features design and configuration; the Vimera team conducted user training sessions to improve user adoption.

Salesforce Data Centralization: Leveraging Vimera’s expertise in data management, scattered data was consolidated from custom solutions and Excel spreadsheets into Salesforce. Through data cleansing, transformation, and migration processes, the Vimera team established Salesforce as the single source of truth for comprehensive data visibility and accessibility.

The Vimera team configured the Field Service (Lightning), involving designing intuitive interfaces for dispatchers and field technicians, which optimized scheduling algorithms, and integrated real-time communication channels to streamline job management and enhance operational efficiency.

Employing Salesforce declarative and programmatic tools, such as Flows and Apex, the Vimera team optimized internal workflows, eliminating redundancies and manual touchpoints. Leveraging advanced automation capabilities, Vimera automated repetitive tasks, notifications, and approvals, resulting in streamlined operations and accelerated task execution and enhancing collaboration between sales, marketing, and maintenance teams.

Marketing Cloud Account Engagement (Pardot) Optimization: the Vimera team conducted a comprehensive assessment of the client's Pardot instance, optimizing workflows, automating processes, and creating custom templates to align with branding and marketing strategies.

DocuSign Integration: the Vimera team seamlessly integrated DocuSign with Salesforce to automate the end-to-end contract lifecycle, and configured custom workflows and approval processes, enabling automated contract generation, distribution, and electronic signature capture through DocuSign to eliminate manual efforts and reduce turnaround times.

2
3
4
1
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Results
Sales Growth: Generated an 8% increase in sales revenue by implementing targeted marketing campaigns and optimizing lead nurturing processes.
Error Reduction: Achieved a 45% reduction in manual data entry tasks through automation.
Workforce Engagement: Managers reported an increase in employee satisfaction scores following the implementation of streamlined processes and reduced administrative burden.
Automated processes have accelerated the work of sales and marketing managers and, as a result, improved the customer experience.
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Our testimonials
We continue to work with them, and we highly recommend them.

Nicholas Chang
VP of Sales & Marketing
Flower Company
Miami, Florida, US

They generally are happy to work on all aspects of custom Salesforce development.

Fedor Orth
Head of Software Engineering
Clear Aligner Provider
Berlin, Germany

Discuss your task with our team
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We assign a wide range of services
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Salesforce Integration

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Salesforce Org Support

Salesforce Quick Start

Salesforce AppExchange Applications Development

Data Management & Migration

Migration to Salesforce Lightning