Powering Efficiency: Salesforce Solutions in Action
Dandelion Energy
The Challenge
Dandelion Energy's geothermal energy solutions put efficiency and sustainability at the core of its mission. The company offers affordable earth-powered heating and cooling installations that can reduce a home's carbon emissions by up to about 75% per year compared to dated equipment. Servicing the Northeast US, as of September 2023, homes with Dandelion Home Geothermal system have offset over 809K tons of CO2 emissions over 25 years. Like many growing organizations looking to align sales and marketing operations, Dandelion Energy sought strategic technical expertise to consolidate multiple outdated customer relationship management (CRM) systems to streamline lead management, gather insights, forecast, and streamline processes.
The Solution
The company sought a tailored Salesforce solution for managing virtual consultations, home-based field meetings, and the entire process of engaging residential customers interested in adopting renewable technology. Verndale crafted a solution leveraging Salesforce Sales Cloud, Pardot, CPQ, and Field Service Lightning.
The solution integrates standard and custom features to automate the homeowner and contractor/architect customer lifecycle. From initial prospect tracking to lead generation, assignment, and segmentation between B2C and B2B, it streamlines processes. This system efficiently qualifies leads across diverse client and developer businesses, using CPQ for intricate quoting. Additionally, it manages account lifecycles, and automates billing, work orders, and service appointments, all while field resources access scheduling through the Salesforce mobile app.
The Outcome
Dandelion Energy underwent a transformative shift, migrating from segregated customer data systems to a unified solution that significantly enhanced efficiency and value generation. This optimized system empowered the team to tailor the sales pipeline and refine the entire customer journey. The implementation of a cutting-edge field service mobile app revolutionized the work dynamics, enabling seamless communication between geothermal system designers and customers.
How We Got It Done
Technologies
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Allen Schweitzer
Chief Revenue Officer
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