A non-traditional small-to-medium-sized energy supplier, deployed Salesforce Service Cloud and Field Service Lightning to facilitate growth, modernize the customer relationship management (CRM) infrastructure, and improve customer engagement. The project granted increased operational visibility and shortened the average time to complete a field service order by nearly half. The company dramatically improved efficiency as pen-and-paper reporting was moved to Salesforce CRM and grew its business by 50 percent without a commensurate increase in warehouse and field service staff.
The company is a privately-held energy supplier, focused on providing renewably-sourced energy to residential and enterprise customers across the northeastern United States. It is a small-to-medium sized business (SMB) that leverages increasing deregulation in municipal and metropolitan utility markets to distribute sustainably sourced low-cost electricity and natural gas to customers using the existing energy-delivery infrastructure.