Case Study: Xeal Energy streamlines EV charging sales operations with Eigen X

Xeal Energy simplifies EV charging quotes with Eigen X and speeds up 1% to 100% adoption

Xeal Energy, a technology-first electric vehicle charging company, faced challenges with its complex pricing structures, manual freight calculations, and a lack of automated processes for generating quotes and obtaining approvals. To address these inefficiencies, they partnered with vendor Eigen X to implement a solution built on Salesforce, specifically utilizing Sales Cloud, CPQ, and Community Cloud.

Eigen X configured product bundles to simplify pricing, automated freight and tax calculations, and created custom CPQ quote templates. They also integrated Adobe Sign for e-signatures and built a multi-step approval process for discounts. As a result, Eigen X's solution enabled Xeal's sales reps to generate accurate quotes and documents in record time, drastically reducing manual work and increasing overall operational efficiency.

Xeal Energy