Client Overview

$20 Billion Fortune Global 500 Company specializing in energy management and automation solutions with operations with more than 100,000 employees in 120 countries

Business Need

To automate the lead generation & opportunity management system for existing customer/ partners

Technical Challenge

To manage all customer and partner opportunities through a unified platform for 6000+ existing customer base

Key Features

  • Extended Sales Cloud data model using custom objects, record types, relationships to generate 360 degree contact histories for better customer understanding
  • Manage deal-to-close in just clicks – with opportunities, quotes, approvals, invoices, and payments in one seamless end-2-end workflow
  • Intelligent email inboxes that surface related contacts and deals to take the research work out of good customer engagement
  • Custom reusable service objects including opportunity, lead, product, account & contact

Salesforce Functionalities

  • Salesforce Sales cloud
  • Visual Force pages, Apex classes/ Controllers
  • Salesforce Reports and Dashboards
  • Chatter, Sites, Workflow & Approvals
  • Triggers, Email, Reports & Dashboards


  • Streamlined & improved business processes
  • Easy to manage and close deals