case studies

How Neova Unified Customer Data and Portals with Salesforce Lightning  

Client

Neova is a renewable energy leader supporting growers, energy producers, and sustainability initiatives across Europe.

Industry

Energy & Utilities

Neova is not a typical industrial company. Their focus stretches from renewable energy to clean food, air, and water, all the essentials that touch everyday life. Through their divisions Kekkilä-BVB and Neova Terra, they support professional growers, home gardeners, and energy producers across Europe. They even manufacture activated carbon to help purify air and water, making sustainability practical as well as aspirational. 

But with that breadth came complexity. Each division had its own communities, each with different portals and processes. Customers often had to jump between platforms, and the company’s own teams struggled to keep track of sales and service activity in one place. 

That’s when Neova turned to Routine Automation. They wanted more than just a facelift for their digital tools. They wanted a single Salesforce solution for an energy and utilities brand that could bring customer data together, unify portals, and finally give their customers the kind of simple, self-service experience they were asking for. 

The Challenge: Too Many Systems, Not Enough Connection 

Neova’s mission is all about clarity: clean food, clean water, clean air. But their digital setup didn’t reflect that same clarity. 

Customers were split across different portals depending on which community they belonged to. Growers had one. Energy clients another. Partners yet another. Each looked and worked a little differently, and none of them connected well behind the scenes. For customers, it was disjointed. For Neova’s own staff, it made it almost impossible to see the full picture of a relationship. 

The problems showed up in a few ways: 

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Mobility was missing: Customers couldn’t place or manage orders easily from a phone or tablet. 

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Sales data was scattered: Tracking activity across portals meant piecing together fragments instead of pulling one clear view. 

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Maintenance ate up time: Updating product data across multiple portals was repetitive and slow.

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Customer experience was uneven: Depending on which portal they used, the experience varied, and not always in a good way. 

For a company built around sustainability and efficiency, this setup felt like the opposite. What Neova wanted was straightforward: 

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A single platform that brought customer data together. 

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One modern portal with self-service tools. 

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Mobile ordering that fit today’s customer habits. 

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Back-end systems tied in, so updates flowed automatically instead of being keyed in several times. 

The Solution: One Platform Customers Actually Want to Use 

Neova didn’t want another patchwork fix. They wanted a single place where customers could log in, see what mattered, and handle their own business without bouncing between sites. We started with Salesforce Lightning as the backbone and then rebuilt the customer experience on top of it. 

Lightning as the Foundation 

The first step was pulling customer records out of silos. Different divisions and communities all had their own data sets, and none of them matched perfectly.  

Routine Automation consolidated those into Salesforce Lightning so every team could finally see the same version of the truth. Sales could track what service had promised. Service could see what sales had sold. Product teams had a clear view of actual usage patterns. We also: 

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Cleaned and consolidated core customer objects (accounts, contacts, relationships) into one Lightning model. 

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Brought sales and service activity into the same view so teams could see the full journey at a glance. 

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Set up sensible sharing and roles so each division kept what it needed private, without blocking collaboration. 

One Portal on Experience Cloud 

Next, we replaced the patchwork of community sites with a single, branded portal on Salesforce Experience Cloud. Same login and design system, but different experiences based on who you are and what you need. 

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Self-registration with validation rules to maintain clarity. 

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Role-based access so growers, partners, and energy customers each saw their own dashboards, orders, and content. 

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Order management inside the portal: customers could place orders, check status, and download documents without emailing anyone. 

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Profile-aware content (documents, FAQs, announcements) so people weren’t wading through irrelevant info. 

To the customer, it just felt easy: log in, see your information, act. To Neova, it meant fewer tickets, fewer “where is my order?” emails, and far better signal on what customers did inside the portal. 

Mobile Ordering Built In 

A lot of Neova’s customers aren’t at desks, they’re in greenhouses, warehouses, or out in the field. The new portal was designed to work just as well on a phone as it does on a computer. Ordering became something you could do between tasks, not a chore left for the end of the day. Adoption went up because it fit how people really work. 

Connecting to ERP Through Azure 

Behind the scenes, we made sure portal orders flowed cleanly into Neova’s ERP via Azure. That meant no more manual re-entry or lag time. Orders placed online were reflected in the back-end systems automatically, and when product data changed in ERP, the portal updated to match.  

Pricing, availability, and product details stayed accurate without staff chasing updates. When a customer placed an order, the back end didn’t need hand-holding. When something changed in ERP, the portal reflected it without a scramble. 

Automating the Admin 

Finally, we looked at the repetitive work that slowed people down: user management, order approvals, content updates, and automated what made sense. Customers could register and manage access without needing support tickets. Orders routed themselves according to business rules, and exceptions reached the right person quickly. The portal stayed in sync without someone remembering to push a button. 

By the time the rollout widened, the new system wasn’t just another portal. It was one reliable platform that tied everything together and felt easy for customers to use. 

The Results: A Unified Experience Customers Could Finally Trust 

The difference was noticeable straight away. Customers no longer had to guess which portal to use or juggle multiple logins. They signed into one place, placed their orders, and saw their updates without sending a single email. What had been a chore started to feel straightforward. 

Inside the company, the tone changed as well. Teams weren’t piecing together fragments of data from several systems anymore. In Salesforce Lightning, everyone could see the same customer story. Sales understood what service had delivered. Service could track what sales had promised. There was less back-and-forth and fewer unpleasant surprises. 

Tasks that had once dragged on suddenly moved faster. Updating product information across portals had always been slow and error-prone; now the data flowed from ERP into Salesforce and out to the portal automatically. Managers stopped spending hours checking and re-checking. Customers noticed that orders and product details were up to date without delays. 

Mobile ordering picked up momentum quickly. Growers in greenhouses, staff on warehouse floors, they could order from a phone when the need arose instead of waiting to be back at a desk. The convenience translated into higher adoption and fewer missed steps. 

The business impact was clear. Conversion rates climbed. Processing time dropped. Customers described the portal as flexible and reliable, something they could finally count on. 

The before-and-after was obvious: scattered portals and duplicate work replaced with one connected system that people could trust to just work. 

Ready to Unify Your Customer Experience? 
Neova replaced scattered portals with one Salesforce Lightning platform — complete with mobile ordering and ERP integration. Let’s explore how your business can do the same.