Case Study: Energy Intelligence achieves greater sales visibility and pipeline management with Cloud Sherpas and Salesforce

Energy Intelligence achieves increased visibility And Pipeline Management

Energy Intelligence, a global provider of energy news and information, faced challenges with sales visibility and pipeline management due to their high volume of business. Their existing monthly reporting was insufficient, and they needed a more transparent system to provide their global sales team with better insights. To address this, they selected Salesforce as their new CRM and engaged Cloud Sherpas to assist with the crucial implementation.

Cloud Sherpas successfully integrated Salesforce with Energy Intelligence's primary subscriber database, Quickfill, by creating a batch operation to share data between the systems. This solution provided the sales team with vastly improved visibility, allowing them to see account activity, new orders, and updates within 24 hours. The successful implementation, supported by change management and training, has made an enormous difference by keeping the global sales, fulfillment, and account management teams in sync and has brought greater efficiency to their entire sales process.

Energy Intelligence

Robert Clayton

Chief Technology Officer