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Key Services:

  • Salesforce Production Support Services
  • Salesforce Best Practices Consultation
  • Salesforce.com Development
  • Salesforce.com Implementation
  • Salesforce.com Web Service API
  • Salesforce.com Customer Telephony Interface (CTI)
  • Integration with Allocadia (Opportunity Reporting)
  • Integration with Mix Network
  • Lead Management
  • Bi-directional Data Migration
  • Website Integration
  • Custom Back-end System Integration
  • Custom Lead Assignments and Conversions
  • Sales Commission Management

Challenge:

Our client in this case is a Colorado-based firm that specializes in providing customer-owned, community-based distributed and renewable (solar) electricity generation resources.  Initially using the base version of Salesforce.com, the company realized that it needed more out of the platform in order to grow the business.

Solution:

Sairoop recommended a move to the Enterprise level of Salesforce, and led the related implementation project. This included all planning, execution, implementation, integrations, customizations, comprehensive training, and full support for the new Salesforce functionality. For example, we created a set of “Custom Lead Assignment” rules for determination of who a sales lead should be assigned to when it comes in.  We also added functionality to track sales not just in dollars, but also in watts of power sold. 

Results:

With just ten employees in 2012, this organization has experienced tremendous growth in recent years.  The firm now has over 70 full-time workers. Moreover, it has built or has under development more than 90 community solar projects across the United States. Sairoop’s significant contribution to the way the firm manages its sales process goes hand-in-hand with the company’s strong growth.

The customer now has a technology solution that is matched up with its strategic business decision to create a separate operating company from one of its legacy business segments.  We’ve helped this large corporation with the software development aspects of achieving the efficiencies it desires through making a change in the structure of the organization.

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