Client: NRG
TECHNOLOGY
- Salesforce Platform
- Salesforce Sales Cloud
QUOTES
“Outcome focused with deep technical fluency, partnering with CloudMasonry has been integral to our success”
ANNIE GIBBONS | Senior Manager & CSPO, NRG
ABOUT CLIENT
NRG Energy, Inc. is an American energy company, headquartered in Houston, Texas. It was formerly the wholesale arm of Northern States Power Company, which became Xcel Energy, but became independent in 2000. NRG Energy is involved in energy generation and retail electricity.
NEED
NRG (Direct Energy) field representatives engage with their customers in-person through a proprietary mobile tablet application tightly integrated with Salesforce. NRG (Direct Energy) identified numerous opportunities to improve the experience and increase the efficiency of their end-users through modifications to their existing mobile application.
APPROACH
CloudMasonry owned the design, testing, and delivery of modifications to the mobile application and its deep connectivity with Salesforce. Examples of these changes include:
- The capture and processing of mobile images of customer IDs or energy bills in support of their new customer ordering process.
- An agent training and testing module built within the mobile app to ensure agent knowledge and document training for compliance purposes.
- A prospect eligibility search tool integrated into the mobile app in support of a streamlined selling process.
OUTCOME
By going through this transformation, NRG (Direct Energy)’s field reps were able to access eligibility data, efficiently capture consumer information, and more effectively close deals while still in front of their customer. These changes ultimately unlocked additional analytical capabilities, satisfied their compliance requirements, and reduced the effort of their agents in the field.
