Learn how TrueSolv helped an international energy company automate contract and voucher management by integrating Salesforce Sales Cloud with SAP. Wizard-driven workflows and real-time sync reduced manual work, cut errors, and improved customer service across high-volume operations.
Salesforce Sales Cloud, Sap
Energy
USA
Challenge
An international energy company required a more efficient way for operators to manage customer contracts, connection points, and voucher programs. With extensive customer data and the need to synchronize multiple records across systems, operators faced cumbersome manual workflows. The complexity was heightened due to the frequent need to verify voucher eligibility against varying criteria (such as customer type, location, and voucher status) and then integrate the details with third-party services like SAP for real-time processing. As the number of records grew, delays and errors became common, affecting customer satisfaction and operational efficiency.
Solution
Leveraging Salesforce Sales Cloud, we developed a custom application designed for seamless contract and voucher management. Each key process was encapsulated into a dedicated Aura component in a wizard format, allowing operators to move through each step methodically and verify critical information at each stage. Operators could activate and manage contracts, connection points, and vouchers, with the flexibility to search, confirm eligibility, and configure discounts dynamically.
The system included integrations with SAP for data validation, document printing, messaging, and data synchronization, ensuring that any updates made in Salesforce would immediately reflect in SAP and other systems. Through the wizard interface, operators could manage specific flows for both targeted and non-targeted vouchers, utilizing automated eligibility checks to streamline voucher issuance for both new and existing customers – voucher flows.
Results
The custom Salesforce solution transformed the company’s operations by streamlining processes and reducing the manual workload for operators. The wizard-driven interface improved accuracy and speed, as operators could complete complex workflows without needing to switch between systems. Integration with SAP enabled real-time data synchronization, significantly reducing errors and wait times for customers.
As a result, the company saw a noticeable improvement in customer satisfaction and a reduction in processing times, enhancing both customer and operator experience. This robust, scalable solution has positioned the company to handle increased volumes efficiently, providing them with the tools to focus more on customer service and expansion.
Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!
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