Case study · Energy & Utilities
Push Energy: a structured sales process on Sales Cloud
The challenge
Push Energy develops, builds and runs renewable energy assets in the UK, with a focus on solar PV plants of every size. Prospect and client data, documents and emails were stored in different places, and there was no standard sales lifecycle, so leads and opportunities could not be tracked or reported accurately.
Cross-selling between business units was being missed, management reporting was done by hand, and projects involving parent and child accounts, partners and several sites had no proper home in the existing systems.
Our approach
We worked with the team to define its sales stages and the data to collect at each one, then built that path into Sales Cloud with validation rules, guidance notes and automated workflows for lead qualification. Account hierarchies, plus partner and site records, give complex projects an accurate structure.
Because the team relied on Outlook, we integrated it with Salesforce. We also built a suite of reports and dashboards for each role in the business.
The outcome
The commercial and industrial sales process is now digital, with a defined sales path and one history of every lead and client. Management and operational reports run automatically, and every lead and opportunity is checked as it moves through the pipeline. The mobile app and Outlook integration help the sales team manage accounts quickly.
“Seamless Ideas provided us with a customised proposal focusing on exactly what we wanted - speed of delivery, customisation of the solution and price. Their expertise in our industry was impressive and allowed them to understand how our business runs and how to make sure we got the best benefits out of Salesforce. The project was managed in great detail and we knew exactly what we needed to input into the process at each point and we also had frequent update calls to inform us how the project was progressing. After 6 weeks, we have encountered no issues with the use of the system and have found that all of the work that Seamless Ideas did upfront has ensured smooth implementation and user-engagement. I would whole-heartedly recommend Seamless Ideas to anyone seeking a consultative, detailed approach without compromising value for money.”