GERS Powers Up Growth with Salesforce Sales Cloud and Freeway Consulting

GERS: Experience and Leadership in the Energy Sector

GERS is renowned for its expertise in electrical engineering consulting, equipment commercialization, and specialized software development for the energy sector. Its commitment to innovation and excellence has led it to seek technological solutions that allow it to continue growing and consolidating its market position.

The Challenge: Unifying Processes and Optimizing Sales Management

To unify its business processes, improve customer and project tracking, automate tasks, and facilitate collaboration among its teams, GERS recognized the need to implement a CRM. Additionally, the company sought a scalable solution that could support its expansion into new markets, such as Chile.

Salesforce Sales Cloud: The Solution for Efficient Sales Management

Freeway Consulting, a Salesforce Partner with extensive experience implementing Salesforce solutions, recommended that GERS implement Sales Cloud, the world’s leading CRM platform. Sales Cloud offers a wide range of functionalities that allow companies to manage the entire customer lifecycle, from lead capture to closing sales and after-sales service.

Tailored Implementation with Freeway Consulting 

Freeway designed a customized solution for GERS, which includes: 

• Configuration of objects and fields: Adapting Sales Cloud to the specific processes of GERS SA and its customer and project management needs.
• Integration with GERS PRO: Connecting Sales Cloud with GERS’ project management system for a unified view of all information.
• Workflow automation: Simplifying repetitive tasks and optimizing the business process.
• Email integration: Facilitating communication tracking and customer management.
• User training: Ensuring the GERS team can take full advantage of Sales Cloud’s functionalities.
• Post-implementation support: Providing assistance and resolving any questions or incidents that may arise.

Expected Benefits: Efficiency, Growth, and Competitive Advantage

With the implementation of Salesforce Sales Cloud, GERS expects to obtain significant benefits, both in the short and long term: 

• Increased process efficiency: Automation of tasks, reduced time, and improved opportunity management.
• Information visibility: Access to a single source of truth for decision-making.
• Improved collaboration: More efficient communication and coordination between teams.
• Increased sales: Greater efficiency in opportunity management and better customer follow-up.
• Greater customer satisfaction: More personalized attention and faster resolution of incidents.
• Resource optimization: Better planning and task allocation.
• Sustained growth: Ability to manage a larger volume of customers and projects.
• Competitive advantage: Differentiation through more efficient management and greater responsiveness.
• Higher return on investment: Cost reduction, increased revenue, and improved profitability.

Additional Strategies to Maximize Success 

Freeway Consulting will implement additional strategies to ensure project success:

• Data analysis: Using information generated by Sales Cloud to identify improvement opportunities and make data-driven decisions.
• Agile methodologies: Adopting an agile approach to solution development and delivery, allowing adaptation to GERS’ changing needs.
• Evaluation of other solutions: Analyzing the possibility of implementing other Salesforce solutions, such as Service Cloud or Marketing Cloud, to expand the platform’s capabilities.

Freeway Consulting: Your Strategic Partner for Digital Transformation in the USA

Freeway Consulting is not just a Salesforce Partner; it is the strategic partner driving the digital transformation of leading companies in Latin America and the USA. With extensive experience implementing Salesforce solutions, we ensure that companies like GERS achieve their business objectives.