Client: Direct Energy
TECHNOLOGY
- Salesforce Energy and Utility Cloud (Vlocity)
ABOUT CLIENT
Direct Energy is one of North America’s largest energy and energy-related services providers with nearly 5 million residential and commercial customer relationships. Direct Energy provides customers with choice and support in managing their energy costs through a portfolio of innovative products and services.
NEED
Direct Energy, a leading energy solutions provider, sought a solution that could efficiently manage outbound selling opportunities and enhance client interactions across diverse geographies, products, and teams. The challenge was clear: to improve lead generation, sales call conversions, product selection, and overall operational efficiency. This is where CloudMasonry stepped in to offer a holistic approach to address Direct Energy’s needs.
APPROACH
Leveraging the Vlocity Data Model Integration, our team ensured that Vlocity-generated orders seamlessly flowed through Salesforce. We integrated Vlocity into the existing Salesforce data model, enhancing the user experience and ensuring no disruption to existing processes. In configuring Vlocity & Salesforce, we provided sales reps with an intuitive system for product selection and order creation, making their tasks simpler and more efficient. Additionally, we developed inbound and outbound sales call scripts that could adapt to different geographies, products, and teams.
With the continued development of Salesforce/Vlocity, we delved into OmniScript and CPQ development, optimizing the product load processes to ensure smooth data flow across systems.
For the Online Lead Discovery/Integration, we implemented a solution to capture the details of potential customers who didn’t complete online orders. These warm leads were directed to the appropriate selling teams, facilitating their selling processes. Abandoned web enrollments were routed into Salesforce, and leads were efficiently routed to the correct selling teams. Vlocity selling was enabled, and we provided a file extract for the sales team, enhancing their productivity.
OUTCOME
In summary, CloudMasonry’s collaboration with Direct Energy has not only streamlined their sales processes but has also opened up new revenue streams and provided a solid foundation for future growth. By integrating Salesforce and Vlocity, we’ve empowered Direct Energy to optimize lead generation, improve sales conversions, and provide an unparalleled user experience.
