The company related to this case study targets different markets, which require different sales and service approaches, however has the need to be able to view their company’s performance at 360.
|SERVICES||Sales, Community and Service Cloud, Dell Boomi|
across Residential and SME domestic markets.
Customer Service, Back Office Agents and Sales Agents
Submission of meter reads, billing and account management
Modules and Methodology
- Utilize Sales Cloud for B2B Markets and approach clients with a standardized and guided sales flow
- Case management across Email, Web, Phone and Chat (Einstein Bot)
- Enhanced Account, Metering and Billing management Integration (Dell Boomi) with external Billing System
- Allow Residential customers to view estimated energy consumption, submit meter readings, view billing and renew contracts from Community Cloud portal
Digitalized Sales Process
Sales process is now digitalized and automated
Unified Customer Journeys
Streamlined customer experience across communication channels
Case, Account, Billing and Metering profiles in a single place