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

Xeal Energy streamlines EV quote approvals with Eigen X

Eigen X partnered with Xeal Energy, a technology-first electric vehicle charging company, to overcome challenges within their Salesforce platform. Xeal was struggling with complex product bundling for pricing, manual freight calculations, and a lack of integrated tools for quotes, tax, and e-signatures, which created inefficiencies for their sales team.

The solution implemented by Eigen X utilized Salesforce Sales Cloud, CPQ, and Community Cloud to automate key processes. They configured product bundles, automated freight and tax calculations, created custom quote templates, and integrated Adobe Sign. This provided Xeal's reps with the ability to generate accurate quotes and secure signatures rapidly from within Salesforce, significantly increasing overall sales efficiency.

Xeal Energy