From Slow Quotes to a Single Salesforce Platform for Commercial Energy Sales
INDUSTRY
Utilities & Energy Retail
Technologies
Salesforce Sales Cloud · Boomi · SAP · Internal billing systems
KEY RESULTS
CHALLENGES
Commercial energy sales are won on speed, and this business was losing that race inside its own systems. Quoting a multi-state commercial or industrial customer took far longer than the market allowed, because the work was spread across several disconnected legacy platforms and the pricing was worked out by the sales rep rather than by the platform.
The broker business and the commercial business ran separately, so nothing learned in one could be reused in the other. On top of that sat a security model that had grown complex over years and slowed down every change anyone wanted to make. None of it was a people problem. The architecture set the pace, and the pace was too slow.
What we did
Rather than add another point solution to the pile, Tachyon consolidated the entire multi-state broker and commercial business into a single Salesforce environment. Sales Cloud now generates quotes instantly and runs the pricing calculations that used to sit with the rep, so the answer a customer waits for comes from the platform. Around that, a Boomi orchestration layer carries real-time data between Salesforce, SAP and the internal billing systems, which is what keeps a live pricing calculation working on current information rather than on an overnight copy.
The move itself covered 10 million data records and 5 million files, each load checked by validation scripts written for this migration. The legacy security model was replaced with a simpler framework, so the platform can change at the speed the business needs.
RESULTS
- 40% lower operational costs after consolidating the platforms and moving the calculating into Salesforce
- 10 million data records migrated into the consolidated Salesforce org
- 5 million files migrated alongside them, validated before sign-off
- One Salesforce environment for the whole multi-state broker and commercial business, where there were several disconnected platforms.
Operational detail
- Multi-state broker and commercial operations consolidated into one Salesforce environment, replacing several disconnected legacy platforms.
- Sales Cloud deployed for instant quote generation and dynamic pricing calculations, moving the pricing work off the sales rep and into the platform.
- Boomi orchestration engineered for real-time data flows between Salesforce, SAP and internal billing systems.
- 10 million data records and 5 million files migrated, with custom Python scripts used for validation.
- The outdated security model replaced with a simpler framework, removing a constraint on how fast the platform could change.
- Quoting for multi-state commercial and industrial customers was the bottleneck the programme set out to remove.
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