Case Study

Energy Company’s SFDC System Improves Performance By 30%

A North American energy provider’s processes resulted in complicated sales and customer management. The company would need to restructure their sales and CRM platform to re-establish a sound foundation. Once in place, they then could streamline sales and related processes to restore the company’s once high level of efficacy. Project requirements included:
CCI (Cloud Consultings) recommended a customized solution to implement the Salesforce Sales Cloud. Our experts configured standard capabilities with some custom solutions. Lead and Account Management, Contact Management and Opportunity Management. The solution also included the following.

Validation rules to restrict modifications to Account/Opportunities

We Introduced validation rules to ensure the Opportunity stage cannot be modified with insufficient data

Documents upload features on Opportunities and Assets

Our experts modified the layouts of Opportunity and Asset details pages to enable documents upload directly to these pages.  

Integration with Google Drive

We ensured seamless integration of the client’s Salesforce system with Google Drive, allowing the client to upload files into the file sharing system directly from Salesforce. 


Client's Feedback

CCI team helped us reduce the customer response time and improved the overall experience. Their team was very professional and 

Mary Jane

Project Lead,  CRCS Courier

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