Energy, distributed energy and demand responseDistributed Energy Marketplace
A distributed energy marketplace replaced a legacy CRM and spreadsheets with Sales Cloud, adding kW forecasting and automated partner onboarding.
An energy flexibility company aggregates capacity from device-maker partners and sells it into wholesale power markets across several states. Its business development process lived in a legacy CRM and spreadsheets, which could not report on the custom data the business runs on.
The challenge
Deals were measured in kilowatts and meter counts, not just revenue, and the legacy tool could not report on those custom fields. Each closed deal started a partner onboarding process tracked by hand, renewals had to be spotted manually, and leadership had no forward view of contracted capacity by month.
The solution
SiiMPLY7 implemented Sales Cloud around the company's partner deal flow: lead stages that gate conversion on site identification, opportunity types for new market, expansion, and renewal, and a custom forecasting tool that schedules revenue and kW over time with adjustable start-date offsets. Closing a deal now creates an onboarding record automatically, and SiiMPLY7 supported the team's own Pardot rollout.
Implementation highlights
What we built.
- Custom revenue and kW forecasting with adjustable schedule curves
- Onboarding record auto-created when a deal closes
- Automated renewal and upsell opportunity creation
- Separate opportunity types for new market, expansion, and renewal
- Pardot setup support for nurture, scoring, and forms
Results
kW and revenue forecasts reported by month
Every closed deal triggers tracked onboarding
Pipeline moved off the legacy CRM and spreadsheets
Engagement summary
Delivered in sprints with UAT, data migration, and role-based training, the rollout brought the business development team onto one system, with follow-on work adding a custom forecasting build and support hours.
What's next
Identified next steps included syncing onboarding tasks with the team's project management tool and deeper marketing automation.
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