Industry: Energy
Project Duration: 5 Months
Users: 7
Products Used: Revenue Cloud
A client specializing in renewable energy provides turbines and generators for rent across the US and Canada. Although they currently use Pipedrive as their CRM, they are not utilizing it effectively. Management oversight is limited because salespeople rely on separate systems—especially spreadsheets—to manage and record their sales activities.
The client plans to expand into Europe and Latin America due to increasing demand in the global renewable energy market, making it essential to strengthen their systems now.
The Pipedrive CRM is not supporting efficient business operations. The platform hinders the client’s sales process, creates workflow bottlenecks, and requires unnecessary extra administrative tasks. These issues decrease productivity, customer satisfaction, and team collaboration.
A more cohesive Salesforce integration would resolve these limitations.
Streamline sales strategies and management systems by migrating all data and business functions from Pipedrive to Salesforce CRM. This migration would enable stronger automation, accurate visibility, and improved revenue operations.
The renewable energy company faces several operational challenges due to inconsistent processes and poor CRM adoption:
The Pipedrive CRM suffers from low user adoption, leading to incomplete and unreliable data. This makes it difficult for leadership to understand the pipeline and extract meaningful insights for decision-making.
The sales team lacks a centralized database. Each member uses spreadsheets and separate tools, making quote generation unnecessarily slow and fragmented.
Quote approvals are delayed because the CEO is the sole approver. Pipedrive also does not filter or categorize quote types, causing additional obstructions.
The pricing structure is rigid and overly complex with premium, market, and floor prices. Staff cannot adjust pricing during negotiations, which slows sales cycles.
The company lacks a clear sales guidance framework, especially regarding environmental compliance. Since they operate in renewable energy, meeting these regulations is crucial. Pipedrive does not support efficient tracking, creating delays in turbine installation and project execution.
Recognizing these critical gaps, the company opted to reassess its CRM framework and adopt a solution aligned with sales automation best practices.
Astreca Consulting designed a tailored strategy by migrating all data and processes from Pipedrive into Salesforce. After the migration, a fully customized sales operations system was built to enhance productivity, visibility, and management oversight.
To remain competitive in the renewable energy space, the client required improvements in pricing, data integrity, reporting accuracy, and sales operations. Adopting these changes before global expansion allows the team to focus on higher-value, strategic tasks.
The integration plan included these objectives:
Improve Pricing Model
Automate price book updates to create a more efficient, scalable pricing model. This improves consistency, reduces errors, and standardizes pricing across all products and services.
Enable accurate quote generation with correct pricing interventions so customers can make informed decisions, enhancing transparency and reducing pricing disputes.
Implement Salesforce CPQ standard functionality to improve product bundling, pricing structures, and template setup—building the foundation of a more successful Salesforce implementation.
Ensure Accurate Data
Automate notifications for new accounts, ensuring cleaner data and reducing manual entry errors.
Use Salesforce Flows and custom fields to generate account numbers automatically, improving data precision and operational efficiency.
Enhance Insights
Use custom fields on Opportunities to track job-specific information and analyze operational trends more effectively.
Implement Salesforce CPQ’s Guided Selling features to help the sales team select appropriate products and services quickly.
Improve decision-making with deeper analytics based on real operational data.
Streamline Operations
Integrate DocuSign for seamless electronic signing and form validation—reducing fraud risk, manual effort, and turnaround time.
Conduct thorough testing and follow Salesforce best practices to ensure platform performance remains strong when integrated with third-party tools.
This ensures seamless go-live readiness and prevents risks like data loss, downtime, and security vulnerabilities.
Client Overview Our client is a well-established provider in the hardwood lumber industry. They offer a wide range of high-quality hardwood products through a family of trusted brands. With decades of experience, the company focuses on making the hardwood buying process simple, reliable, and efficient. Their strong product expertise, dependable supply chain, and service-first approach […]
Client Overview This company is a global leader in laser technology. Their advanced laser systems are used in aerospace, defense, healthcare, and scientific research. These lasers cover a wide range of light—from ultraviolet to infrared—and are known for being powerful, precise, and adaptable. The company works closely with scientists, engineers, and government agencies to support […]
Client Overview A growing organization needed a more efficient and accurate way to track and analyze their sales performance. Their existing manual, Excel-based system was slowing down decision-making, creating inconsistencies, and limiting visibility across the organization. Business Challenge Before engaging Astreca Consulting, the client faced several operational bottlenecks: Manual & Error-Prone Tracking – Sales data […]