Business Goals
Our client Inenco has over 50 years of consultancy experience working in energy and utilities management, responding to the changing needs of organisations across sectors from manufacturing to hospitality and retail to logistics. They have the expertise and insight to help successfully control costs, improve margins, achieve regulatory compliance and protect operational resilience. They help their customers make the right procurement decisions, better manage the complex process of utility billing, provide data and insight that improves operational and financial performance and provide expert consultancy that optimises consumption.
As an organisation, Inenco had many departments working collaboratively to complete sales. However, this collaboration was predominantly through manual intervention, which was time-consuming and efficient. Hence they wanted to improve their operational efficiency in sales order processing.
Technology Challenges
Our client used lots of paperwork and verbal approvals in their sales order process, which made the whole process cumbersome and thus leading to the following problems.
- Forces agents and employees to do manual work and hence not able to keep track of work done and contracts made live
- No way to effectively assign users tasks and take approvals
- No clear visibility and accessibility of the quotes offered, the stages account, lead, or customers are on and the sales order status
- Troubled user experiences on both sides and overall slow response speed
How NeosAlpha helped
We proposed a solution to automate the order management process by leveraging the Salesforce capabilities. The solution was to employ CloudSense Orchestrator, an order management solution built on the Salesforce platform. It enables companies to automate their entire order management process, from quote to fulfilment, providing real-time visibility and control. In addition, the solution integrates seamlessly with Salesforce CRM and other billing and inventory management systems, eliminating the need for manual intervention.
We developed a friendly UI and associated integrations using Boomi to enable integration between different teams. Our solution included an efficient application which could bridge the gap between the various teams by taking their input. In addition, we developed a couple of Flows and Integration processes to create and manage order, opportunity and back-office requests.
Following are some of the critical functionalities provided:
- Easy Tracking of leads and customer accounts/contacts
- Back Office request for the sales team
- Task assignment
- Automate order creation
- Quote PDF generation
- Salesforce mobile application for connectivity with contacts from anywhere
Results
- Real-time visibility into the entire order process allows them to identify and resolve issues quickly.
- Increased efficiency, reduced order processing time and improved accuracy.
- Improved customer satisfaction
