Case Study

SalesForce Implementation For Solar Energy Enterprise

A leasing solar contractor whom main aim is to provide greener future by planning , designing and installing self sufficient energy solution . Client wants to leverage its customers by providing them with self sufficient energy solution . The client is so capable that it is handling more than 4000 solar energy systems .

What Business Needs ?

The client was already using their 5 year old Salesforce solution and wanted to updated to new and faster UI . That is the reason client started looking for Salesforce consultant for carrying out the implementation from Salesforce Classic to more intuitive Salesforce UI . Since they are using older version of Salesforce , it contains redundant Apex code which might have been written for incorporating features that are now out of the box (OOB) in Salesforce . They want us to remove redundant custom apex codes across the existing system .

Standard opportunity object is being used to manage Solar panel installation project of client , which was as per Winklix was not the best practise to be followed and at the same time it also comes up with several limitation which is not limited to accessibility and excess fields issues . Client at the same time also wants to bring down its annual cost of Salesforce which he is currently bearing near about $ 1,20,000 annually .

What Client Is Looking For As Solution ?

- Migration from Salesforce classic to Salesforce lightning
-Implementation of customised workflows and rules for overall lead maturation process
-Integrating with third party applications in order to meet the diversified needs of business
-Reorganising the Org of Redundant Apex code
-Developing of custom mobile app for management of projects by making use of custom objects and process builder
-Reducing the overall licensing cost per user by removal of redundant user account

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Solution To Problem By Winklix

After rounds of discussion with client about their requirement during product discovery phase , Winklix team of Salesforce consultant has come up with digital transformation plan . The primary aim was to provide client with correct implementation of new Org as per their requirement in maintaining their customer relationship process in Solar Energy domain and thereby facilitate them with meeting their needs for business practise of client . We have implemented the latest lighting user interface which has also facilitated mobile apps accessibility of Org for both internal as well as external Sales Reps . New implementation has facilitated improvisation in performance and lower lag time in using Org due to the fact that all redundant APEX code has been replaced with OOB feature .

-Identification of key stakeholders and users and thereon defining of accessibility and visibility of Org and its various components
-Revamping the overall UI and UX by implementation of Salesforce lightning which improves overall lead conversion and maturation process
-Enhancement of solar panel installation project management by developing customs objects what are being dedicated towards task management , project management and Gantt chart features
-Rolling out of automation feature by Salesforce which includes Process builders , Workflow rules , triggers and Alerts . It also includes integration of third party applications using AppExchange in order to develop needed functionality and feature
-Setting up all in one community for their 1077 Sales reps which facilitate them with better interaction and communication
-Migrating and cleaning of old data to new Org

Development Process

Our team gets close coordination with number of stakeholders in client's company , thereby aiding us in different aspect of Salesforce project development . We at Winklix has provided them with dedicated resources namely project manager , release manager , software developer and quality analyst . `

-Asking stakeholders to actively participate is development process right from project discovery phase through go live and beyond .
-Our team solve focus is on implementation and at the same time crystal clear defining goals and achievable
-Curation of product backlog and creation of sprints as per their implementation plan
-Setting up of Salesforce Sandbox which helps in implementation as per pre defined sprints
-Deployment of implementation from sandbox to production org
-Adding of same data ad user for testing
-Defining data migration plan to be followed by data migration through data loader
-Training providing by our staff to end users
-Providing client with upgradation and maintenance services after getting the software live

Success

The client started using Salesforce lighting UI which they find it very engaging as it offers seamless UX and faster transaction process . The overall developmental has also facilitated client to track and manage solar panel implementation projects more effectively . It has also provided deep insights for increasing overall operation efficiency and reducing overall costs .

-Reduce number of license to 45 from 64 which has huge impact on monthly saving
-Have successfully implemented latest salesforce lighting UI
-Enhanced overall Sales workflows and enhanced lead maturation process
-Streamlining solar panel installation project management tool