Case Study: bp Pulse improves Salesforce visibility and customer case management with Eigen X

Bp Pulse improves sales visibility and case tracking with Eigen X

Eigen X partnered with bp pulse, an electric vehicle charging and energy management provider, to address significant challenges with their Salesforce implementation. The customer faced a lack of user adoption, poor data capture, and very little visibility into sales pipelines and forecasting. They also had no effective system for tracking customer issues or managing partner accounts, which hindered sales and customer service effectiveness.

To solve this, Eigen X implemented a solution using Sales Cloud. They created custom fields and automated processes to ensure data accuracy and guide sales rep activities. The vendor also built comprehensive reports and dashboards for management and reps, and introduced Email-to-Case functionality with automations to track and communicate about customer issues. As a result, bp pulse achieved much more robust data capture, improved reporting for faster decision-making, and significantly better sales visibility. Customer satisfaction increased with automated case updates, and managers gained visibility into issue trends.

Bp Pulse