Pipeline CRM for energy projects
Every site, partner and parent company on one Salesforce record, with a defined sales process and reports that build themselves. Made for deals with many sites and many parties.
- Salesforce partner
- Silver
- Salesforce specialism
- Sales Cloud
Where energy pipelines lose track
Energy projects involve more parties than most sales tools were built to hold.
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History in inboxes and folders
Prospect notes, documents and emails sit with whoever sent them, so nobody has the full picture.
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Projects that don't fit a contact list
One deal can involve a parent company, several sites and partners. A flat CRM can't hold that structure.
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Reporting built by hand
Someone assembles the management report every time it's needed, and the sales team has no view of daily tasks.
How it works
One record for each project, from first contact to the management report.
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Corporate memory
Outlook linked to Salesforce, so every email, note and file lands on the account.
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Project structure
Account hierarchies plus partner and site records for multi-party deals.
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Sales process
Defined stages, the data to collect at each, and guidance along the way.
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Quality checks
Validation rules and workflows qualify leads and check each stage.
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Reporting
Dashboards for each role, refreshed without anyone building them.
A defined sales process for a renewables developer
Account hierarchies, partner and site records gave complex solar projects a proper structure. A defined sales path, validation rules and Outlook integration followed, with automated reporting for management.
- In use with no issues reported
- 6 weeks
Controls built into the pipeline
- Validation rules check every lead and opportunity before it moves stage
- Access set by role, hierarchy and permission set
- Data governance set up to support GDPR compliance
Questions
Yes. We integrate Outlook with Salesforce, so your team keeps working from their inbox and every email is logged on the account.
Yes. Account hierarchies and dedicated site and partner records give each project its real structure, so reports roll up correctly.
Not if it's set up for the team you have. We scope to your process, and the mobile app means updates can be made on site.
We train the whole team before go-live, stay on standby for support, and keep in touch to plan the next phase.
Not just as instructed
Book a free consultation
Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.