Background
The client is a major European digital solutions provider focused on helping organizations across energy, utilities, and sustainable industries optimize operations and reduce emissions.
Project Team
The RA delivery team included:
🙂 1 Salesforce Technical Architect/Consultant
🙂 1 Salesforce Engineer
🙂 1 Quality Assurance Engineer
Challenges
The client needed to optimize increasingly complex energy grid operations and management processes to meet growing demand. Their existing systems caused bottlenecks in essential workflows like quoting, invoicing, and billing.
Routine Automation offered to implement a Salesforce solution focused on integrating advanced subscriptions, billing logic, and streamlining the quote-to-invoice process through automation.
Timelines
Ongoing
Budget
NDA
Client
NDA
Sales Flow. We customized the standard Salesforce architecture of Opportunities, Quotes, Orders, and Contracts to align with the client’s sales process requirements. Additional automation and process triggers were implemented atop the flexible Salesforce data model.
Recurring Orders. Our team developed automated flows for managing subscription renewals and billing cycles. Custom logic was added to create recurring orders for subscription-based products, factoring in the subscription term length and product type with each billing cycle.
Approvals and Document eSign Automation. Email-based quote approvals initiate automated workflows to update approval status and create downstream records to progress sales. Document eSignature processes were integrated to enable users to electronically sign quote approvals to further streamline collaboration.
Solutions
Results
Tools & Technologies
Salesforce Sales Cloud, DocuSign, Billing Automation.
