Eigen X Case Study - bp Pulse

Client Overview

Location: Mountain View, CA, USA

Employees: 11 - 50

Industry: Transportation, Energy

Solution: Sales Cloud

Go-Live Dates: October 2021, On Going 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)​

  • No tracking of customer issues (Cases)​

  • No visibility into pain points for customers who have specific issues ​

  • Unable to successfully track partner and reseller accounts and give discounts to partners

Solution

  • Created a number 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​

  • Enabled Email-to-Case functionality and set up Case queues and automations to keep customers informed every step of their Case​

  • Reporting on Cases and case length to better track issues

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​

  • Improved customer satisfaction with issues that are brought to light​

  • Auto-responses on case status updates to keep the customer informed and in the loop​

  • Managers are able to see Case ages and trends based on certain issues​