ASSEMBLING
A ONE-STOP SOLUTION

The client wanted to leverage their existing Salesforce platform to optimize operational processes and replace time-consuming manual practices to go completely paperless. Their business model also requires communication and cooperation between a sales department, field teams, a network of third-party contractors, customers and partners.
On the sales side, bundles were out of date, products needed to be updated and the approval process was due for a revision. Meanwhile, the client’s customers were using third party software that needed to be integrated into their system so internal teams could track details about cases or issues. They also needed a way to quickly share information with contractors who would then work with customers directly.

Our consultants proposed a multi-phase plan to integrate Salesforce Service Cloud, Community Cloud (now Experience Cloud), and Field Service with their existing Sales Cloud and CPQ implementations. A series of strategic additions would allow them to extend and deliver a better experience to all parties involved:

• The Service Cloud implementation enabled them to oversee Sales and Service activities in one system with clear channels of communication, enhanced reporting, greater collaboration and user efficiency;
• Updates to their CPQ solution further enhanced the client’s sales capabilities to offer product packages and more pricing options, while simultaneously adopting best practices and operational efficiencies;
• Field Service enabled third party contractors to fully leverage Gridpoint’s digital platform through Communities to communicate in real-time and promote a more fluid process, as once-tedious tasks can now be performed via quick and simple taps of a screen.

It was a complex engagement that required a dedicated team of over a dozen consultants, developers and project managers from Nubik to achieve the client’s goals on-time and, more importantly, on-budget. Each phase had to be carefully planned out and coordinated with the client at every step.

The key result is that now information can be accessed quickly, easily and on mobile devices. Internally, their processes are streamlined and efficient, teams are able to access the information they need without wasting time searching. Technicians can gather customer signatures and take photos in the field, uploading them directly into service reports which can then be emailed directly to the customer.

The client’s network of contacts, clients, and partners can share data directly through Salesforce. Each partner has their own community portal through which to communicate with Gridpoint.

Sales teams can create, manage and share orders easily, putting more power into the hands of users. Gridpoint was able to reduce the number of products and bundles to keep things simple for their clients and offer dynamic pricing with accurate costs.

In short, Gridpoint now has a seamless, one stop solution for their business.

GridPoint is a smart building technology leader focused on enabling the world’s transition to an efficient and sustainable future through smart, grid-connected buildings. Their platform is designed to identify best-fit energy strategies, reduce waste, and make buildings smarter through controls, automation, and machine learning. Their services include monitoring hardware, big data analytics software and energy management services.