Sector

Energy & Utilities

Salesforce for energy developers managing complex projects, partners and multiple sites.

At a glance
Live at Push Energy, no issues reported6 weeks
Lightning bolt above an energy project pipeline board and a map of sites, with wind turbine, partners and reporting icons

The challenge

Complex projects, scattered data

Energy projects often involve parent and child accounts, partners and several sites. At Push Energy, client data sat in different places, there was no standard sales lifecycle, and management reports were built by hand. We gave the team a defined sales path and a proper structure for those projects in Sales Cloud.

Numbers from this sector

6 weeks Live with no issues reported
1 Sales path, defined with the team
Outlook Integrated with Salesforce

FAQs

Questions we get asked

One team covers Salesforce, marketing automation and design. We also work to a set standard: requirements documented and agreed with your stakeholders, thorough testing before launch, detailed technical handovers, and plain English rather than jargon.

Yes. Some clients, such as ResponseTap, have their own Salesforce admins and bring us in for work outside their skill set. We also train users and internal administrators, and hand over detailed technical documentation.

It depends on scope. Some work starts with a one-day workshop or a Quick Start package. For larger projects, we agree the timeline with you in a statement of work before anything is built.

Our clients range from small businesses to large enterprises, in sectors including manufacturing, energy, hospitality, retail, communications and financial services.

Not just as instructed

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