Leveraging Salesforce and AI to improve our customer sales

One of Poland’s leading providers of renewable energy solutions. Over 27,000 customers throughout the country have already used the company’s services. The company designs and installs photovoltaic systems for private prosumers and power plants for commercial use.

The project’s main goal was to streamline the sales and customer service process so that our clients could respond effectively to inquiries from potential customers. It was also essential to introduce lead acquisition automation and optimize field team management. The project also had to meet data protection requirements per GDPR regulations.

In the dynamic photovoltaic industry, our client faced high competitiveness and an urgent need for an efficient sales management system. Their previous CRM system could have helped sales, especially to a large team, causing daily operational inefficiencies. The client needed a team of experts to streamline processes and tailor functionality to the company’s needs, demonstrating expertise and implementing the most innovative CRM solution possible. 

The work of the Billennium team delegated to the project included implementing a comprehensive CRM system based on Salesforce Customer 360. The system included Salesforce Field Service Lightning with AI algorithms for efficient field team management, route planning, task distribution and data analysis. It enabled instant contact with potential customers, improved mobile access to customer data, and streamlined meetings and deal closing.

Automating processes in the system eliminated manual work and errors, prioritized potential customers and optimized the selection of field representatives, reducing time and material costs. It shortened appointment scheduling, allowed efficient KPI setting, and maximized customer service and adaptability to potential disruptions. 

As a result of our team’s implementation of Salesforce CRM, the client achieved increased productivity, improved customer service and reduced costs. Thanks to advanced automation, our customer has eliminated the limitations of the sales process associated with manual work and human error, which has helped maximize sales opportunities.