Client Overview

Location: Mountain View, CA, USA

Employees: 11-50

Industry: Transportation, Energy

Solution: Sales Cloud

Go-Live Dates: October 1st, 2021, Ongoing Support

Bp Pulse is a comprehensive electric vehicle charging and energy management provider for fleets operating trucks, buses, vans, and light-duty vehicles. Our intelligent charge management software, OMEGA™, optimizes charging for the lowest cost energy, while offering improved resilience and reliability, all in a user-friendly dashboard. Paired with our Charging-as-a-Service model, our vehicle and charger agnostic approach allows us to handle all the details of charging a fleet’s EVs, guaranteeing performance and dramatically reducing upfront capital.

Challenge

Lack of user adoption and system usage
Numerous holes in capturing data from the client accounts/ contacts/ opportunities
Very little visibility into reporting and forecasting for Sales across several metrics
Sales reps having a lack of visibility into their own Sales pipelines
Poor tracking of Sales Activities (meetings, notes, next actions)

Solution

Created a number of fields across Lead, Account, Contact, Opportunity & Contract objects
Created automated processes throughout the Sales journey to help confirm the accuracy of data at certain stages and ensure Sales Reps were working on the right activity at the right time
Created multiple reports and dashboards for management as well as sales reps to give much better visibility into their sales pipelines and overall sales goals

Result

Much more robust capturing of data across Lead, Account, Contact, Activities, and Opportunity objects
Improved reporting metrics and indicators to allow the management team to make faster, more informed decisions.
Better visibility for management reporting and significantly improved sales
Improved accountability by reps who are better able to see their sales pipelines