Case Study: Neova Unifies Customer Portals and Data with Routine Automation's Salesforce Lightning Solution

Neova boosts conversion rates and cuts processing time with Routine Automation

Neova, a renewable energy leader, faced the challenge of managing multiple disconnected customer portals for its different divisions, leading to a disjointed experience for its customers and internal teams. Data was scattered, making it difficult to get a complete view of customer relationships, and the lack of mobile functionality was a significant hurdle. They turned to vendor Routine Automation for a Salesforce Lightning implementation to achieve a unified platform.

Routine Automation consolidated Neova's customer data into Salesforce Lightning and built a single, branded portal on Experience Cloud. The solution included mobile ordering capabilities and integrated with the company's ERP system via Azure for automated data flow. The results were a unified experience that customers could trust, leading to higher conversion rates, reduced processing times, and increased mobile adoption. Routine Automation's work provided Neova with a single connected system that replaced scattered portals and duplicate work.

Neova