Powering Efficiency: Salesforce Solutions in Action

The Solution

The company sought a tailored Salesforce solution for managing virtual consultations, home-based field meetings, and the entire process of engaging residential customers interested in adopting renewable technology. Verndale crafted a solution leveraging Salesforce Sales Cloud, Pardot, CPQ, and Field Service Lightning.

The solution integrates standard and custom features to automate the homeowner and contractor/architect customer lifecycle. From initial prospect tracking to lead generation, assignment, and segmentation between B2C and B2B, it streamlines processes. This system efficiently qualifies leads across diverse client and developer businesses, using CPQ for intricate quoting. Additionally, it manages account lifecycles, and automates billing, work orders, and service appointments, all while field resources access scheduling through the Salesforce mobile app.

The Outcome

Dandelion Energy underwent a transformative shift, migrating from segregated customer data systems to a unified solution that significantly enhanced efficiency and value generation. This optimized system empowered the team to tailor the sales pipeline and refine the entire customer journey. The implementation of a cutting-edge field service mobile app revolutionized the work dynamics, enabling seamless communication between geothermal system designers and customers.