Case Study: enviaM Group achieves a clearer CRM strategy for complex energy sales with dotSource and Salesforce Sales Cloud

enviaM serves 1.3 million customers with dotSource's CRM strategy

The enviaM Group, a leading regional energy service provider in Germany, faced the challenge of digitally mapping its complex sales and service processes for solar products. They needed a CRM solution that would ensure a correct flow of information for all stakeholders, from project management to field service staff. To address this, enviaM engaged vendor dotSource for CRM consulting, leveraging their existing Salesforce Sales Cloud platform.

dotSource implemented a process-oriented strategy by analyzing business processes and consolidating requirements from all relevant departments. Their certified consultants provided a Salesforce Admin training course to build internal expertise. As a result, enviaM improved workflow efficiency and established a clear CRM strategy, ensuring all employees have access to relevant customer information at all times to better serve their B2C audience.

enviaM group