Clearway

At NTeli, we employ a combination of skills, apps, kits, and proven methodologies to get the best results in the shortest amount of time.

Overview

Personalize the sales process where the organization can track their sales reps as well as their sales funnel processes in an appropriate manner, so that it can meet the specific requirements of the team. Clients can be flexible according to their needs which the company is offering to them.

Clearway Solar is one of the largest developers and operators of clean energy in the United States. Their Community Solar business offers universal access to the benefits of solar to residents, businesses, schools, hospitals and municipalities — and makes supporting renewable energy easy and practical by pooling together a community of customers to make locally-produced, solar energy a reality.

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Requirement
Our Solution

Requirements

Personalization of the Sales Process to streamline business processes

Our solution

Online Enrollment Portal for Retail Customers Built multiple APEX classes to bridge integrate functionalities alongside Built API that would enable the customer to upload documents. Moreover Build set of dashboards and reports to measure KPI related to online enrollment sales activity

Improved accuracy in forecasting

Enhancing Sales Validation process Created a Visualforce Page that amalgamated all relevant information. Enabled guided flow and Introduced automated validation for certain condition and created approval with validation rules to prevent contract to be signed if any discrepancies.

Decrease the sales cycle process with boost in productivity

Third Party Integration Modified existing Conga/Docusign integration to generate and track contract signing process and Docusign powerform functionality are enabled customer to view the contract immediately in the website and integrate the contract back salesforce

Results:

NTeli offered a flexible customized sales process catering the diverse needs of the company

Why do customers acquire our services?
Key business drivers

Drive Revenue Faster

Modernize your business by Automating the entire Order Management & Billing processes to Salesforce / Gain real-time visibility on the data that matters:

Accelerate deal cycle

Replace XLS Pricing Calculators that Everyone hates. Address complex Quoting easily in Salesforce

Realize upside from renewals and upsells

Gain perfect Renewal Pipeline Forecasts with real-time updates. Manage amendments with easy co-term and proration. Automate the Entire Renewal Management Process workflow

9
SALES CLOUD
CONSULTANTS
5
SERVICE CLOUD
CONSULTANTS
32
SALESFORCE
ADMNISTRATORS
9
SALESFORCE PLATFORM
DEVELOPERS