Case Study: a regional power systems manufacturer and service provider unlocks recurring service revenue with Fortimize and Salesforce Sales Cloud

Regional Power Systems Manufacturer and Service Provider unlocks recurring revenue in 12 weeks with Fortimize

Fortimize helped a regional power systems manufacturer and service provider overcome a critical challenge. The company's sales and service teams were operating in silos, with service managing renewals and contracts in spreadsheets while sales used Salesforce. This disconnect created blind spots in the customer lifecycle and left significant recurring service revenue untapped.

The solution involved extending Salesforce Sales Cloud into service operations. Fortimize implemented automated opportunity creation at key stages, unifying customer and equipment data to give teams real-time insight. This shift replaced spreadsheets with dashboards, aligning sales and service on a single platform. The results were a prioritized renewal pipeline for reps, clear visibility for leadership, and the transformation of service into a proactive revenue engine, strengthening customer trust through timely, tailored outreach.