Case Study: Direct Energy improves field sales efficiency and compliance with CloudMasonry

Direct Energy serves 5 million customers with CloudMasonry

Direct Energy, one of North America's largest energy providers, needed to improve the efficiency and experience of its field representatives who used a proprietary mobile application integrated with Salesforce. The company identified several opportunities to enhance the app to better support its agents in customer engagements. CloudMasonry was engaged to help with this transformation.

CloudMasonry designed and delivered modifications to the mobile application and its Salesforce integration. The solution included features for capturing images of customer documents, a built-in agent training module, and a prospect eligibility search tool. As a result, Direct Energy's field reps could access customer data more efficiently, capture information effectively, and close deals while still with the customer. CloudMasonry's work unlocked new analytical capabilities, satisfied compliance requirements, and reduced the effort required by agents in the field.

Direct Energy