{"id":851,"date":"2021-11-12T20:33:00","date_gmt":"2023-09-04T20:33:35","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=851"},"modified":"2023-11-23T16:31:20","modified_gmt":"2023-11-23T16:31:20","slug":"schneider-electric-creates-better-opportunities-to-cross-sell","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/eu\/blog\/schneider-electric-creates-better-opportunities-to-cross-sell\/","title":{"rendered":"How Schneider Electric Creates Better Opportunities to Cross-Sell"},"content":{"rendered":"\n<p>From sensors and solar storage units to circuit breakers and vehicle charging points, Schneider Electric\u2019s energy management and automation products are installed in millions of buildings around the world. These products can last years or even decades, which means sales teams must keep finding <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/2021\/01\/8-sales-tools-and-tactics.html\" target=\"_blank\" adhocenable=\"false\" rel=\"noopener\">new ways to drive revenue<\/a>.<\/p>\n\n\n\n<p>With more than 20,000 salespeople worldwide, Schneider Electric needs to cross-sell and upsell to existing customers on a massive scale. The company, which operates in 100 countries, has been using Salesforce for 10+ years to optimise its processes and empower its teams. Around 15,000 salespeople visualise customer information and unlock new insights via <a adhocenable=\"false\" href=\"https:\/\/www.salesforce.com\/eu\/products\/einstein-analytics\/overview\/\" target=\"_blank\" rel=\"noopener\">Tableau CRM<\/a> on a regular basis. But Schneider Electric wanted to take sales intelligence to the next level by transforming demand generation with digital technologies. <\/p>\n\n\n\n<p>Trailblazers Sandor van den Brink, Digital Sales Experience Leader for Global Field Services, and Technical Architect Akila Subramanyam are part of the team that helped to deliver the new demand generation <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/2021\/04\/smarter-field-service-management.html\" target=\"_blank\" adhocenable=\"false\" rel=\"noopener\">solution for field services<\/a>. Here they share five <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/2020\/10\/sales-growth-strategies.html\" target=\"_blank\" adhocenable=\"false\" rel=\"noopener\">strategies to help maximise success<\/a> when digitalising and transforming sales processes. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-enable-360-degree-visibility-of-customers-to-cross-sell-and-upsell\"><b>1. Enable 360-degree visibility of customers to cross-sell and upsell<\/b><\/h2>\n\n\n\n<p>To best identify opportunities to cross-sell and upsell, salespeople need a real-time picture of a customer\u2019s existing products. For Schneider Electric, this means tracking every asset at every customer site, but the scale of the company\u2019s installed base makes this a massive challenge. <\/p>\n\n\n\n<p>Thanks to its Demand Generation Suite, Schneider Electric has not only unlocked this <a href=\"https:\/\/www.salesforce.com\/eu\/products\/einstein-analytics\/overview\/\" target=\"_blank\" adhocenable=\"false\" rel=\"noopener\">business intelligence<\/a> but also enabled its field services teams to take a more proactive approach to cross-selling and upselling across the installed base. <\/p>\n\n\n\n<p>For example, sales teams can use Tableau CRM to identify products that might need replacing due to a lack of spare parts or service options.<\/p>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>We can run a report for customers to flag the risks associated with legacy equipment using a highly visual traffic light system.<\/p>\n<cite>Sandor van den Brink<\/cite><\/blockquote>\n<span class=\"citation-role\">Digital Sales Experience Leader<br>for Global Field Services<\/span>\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Share on LinkedIn (Opens in a new tab)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Feu%2Fblog%2Fschneider-electric-creates-better-opportunities-to-cross-sell%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=How%20Schneider%20Electric%20Creates%20Better%20Opportunities%20to%20Cross-Sell\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 4.375 0 0 0 0 4.375v12.25A4.375 4.375 0 0 0 4.375 21h12.25A4.375 4.375 0 0 0 21 16.625V4.375A4.375 4.375 0 0 0 16.625 0M7 16.625H4.375V7H7zM5.687 5.89a1.54 1.54 0 0 1-1.53-1.543c0-.852.685-1.544 1.53-1.544.846 0 1.532.692 1.532 1.544S6.534 5.89 5.687 5.89M17.5 16.625h-2.625v-4.903c0-2.947-3.5-2.724-3.5 0v4.903H8.75V7h2.625v1.544c1.222-2.262 6.125-2.43 6.125 2.167z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Share on Twitter (Opens in a new tab)\"\n\t\t\t\t\thref=\"https:\/\/x.com\/intent\/tweet?text=How%20Schneider%20Electric%20Creates%20Better%20Opportunities%20to%20Cross-Sell&#038;url=https%3A%2F%2Fwww.salesforce.com%2Feu%2Fblog%2Fschneider-electric-creates-better-opportunities-to-cross-sell%2F%3Futm_source%3DTwitter%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;via=salesforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" fill=\"#032D60\" viewBox=\"0 0 32 32\"><path d=\"M17.4 14.8 23 8.3h-1.3L16.8 14 13 8.3H8.5l5.9 8.5-5.9 6.8h1.3l5.1-6 4.1 6h4.5zm-1.8 2.1-.6-.8-4.7-6.8h2l3.8 5.5.6.8 5 7.1h-2z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Share on Facebook (Opens in a new tab)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Feu%2Fblog%2Fschneider-electric-creates-better-opportunities-to-cross-sell%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"How Schneider Electric Creates Better Opportunities to Cross-Sell\" https:\/\/www.salesforce.com\/eu\/blog\/schneider-electric-creates-better-opportunities-to-cross-sell\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<p>\u201cThe sales teams can then work with customers to help eliminate those risks and prevent equipment failures that might impact both business continuity and operating costs,\u201d explained Sandor. Since it started using Tableau CRM and Sales Cloud Discovery for Sales and Opportunity Insights to automate the capture and analysis of customer product data, Schneider Electric has been able to boost the visibility of its installed base.<\/p>\n\n\n\n<p>As part of its Demand Generation Suite, Schneider Electric has also built an Account Cockpit on Tableau CRM and <a href=\"https:\/\/www.salesforce.com\/eu\/products\/sales-cloud\/overview\/\" target=\"_blank\" rel=\"noopener\">Sales Cloud<\/a>, which provides sales teams with visibility of customer interactions, activities, and cross-sell and upsell opportunities.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-harness-the-power-of-ai-to-cross-sell-at-scale\"><b>2. Harness the power of AI to cross-sell at scale<\/b><\/h2>\n\n\n\n<p>Matching opportunities to cross-sell with the right campaigns can be a complex and time-consuming process \u2013 especially when it involves thousands of customer accounts. But not for Schneider Electric. It has created a Digital Opportunity Factory that can generate thousands of field services sales opportunities in less than 24 hours, all with just a few clicks. <\/p>\n\n\n\n<p>Built on Tableau CRM and Sales Cloud, the Digital Opportunity Factory fast-tracks the identification of cross-sell and upsell opportunities linked to specific campaigns. \u201cUsing AI, we can automatically generate opportunities based on a range of criteria, such as installed products and countries, and assign them to the right salesperson according to their location and skillset,\u201d said Sandor. Finding opportunities to cross-sell and upsell is often dependent on adding value. AI can surface these golden opportunities quickly and effectively.<\/p>\n\n\n\n<p>Since the launch of the Demand Generation Suite at the end of 2019, the volume of field service opportunities being created digitally has increased x5, which has helped to boost the sales pipeline across the installed customer base. But it\u2019s not just the quantity of opportunities that has improved; the quality of opportunities is better too.\u201cManually entering records or running a mass upload often results in errors. With the Digital Opportunity Factory, we can make the process more accurate and efficient,\u201d said Sandor. <\/p>\n\n\n\n<p>Schneider Electric has created an automated process, which is powered by Tableau CRM and Sales Cloud, to isolate any duplicate opportunities before they are assigned to a salesperson. It also uses Einstein Discovery to score each opportunity and make recommendations for the next best actions. To cross-sell and upsell effectively, <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/2021\/08\/customer-data-value.html\" target=\"_blank\" rel=\"noopener\">getting maximum value from your data<\/a> is key.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-stay-in-control-of-data-quality-and-quantity\"><b>3. Stay in control of data quality and quantity<\/b><\/h2>\n\n\n\n<p>Schneider Electric is constantly enriching its customer insights, and that means it\u2019s constantly growing its data volumes. With millions of records linked to installed products, Akila and her colleagues have become experts at managing large volumes of data in Salesforce. \u201cIt\u2019s important to prioritise ingesting and visualising information that delivers the greatest value to your business users,\u201d said Akila. \u201cTableau CRM should not become a data lake.\u201d<\/p>\n\n\n\n<p>To ensure information can be presented quickly to salespeople, Schneider Electric has optimised its approach to updating records. \u201cInitially we were refreshing all our data every day, which was very time-consuming,\u201d explained Akila. \u201cBy focusing just on critical data, we\u2019ve reduced the original processing times by x4 and hope to make more improvements in the future.\u201d <\/p>\n\n\n\n<p>As well as managing vast data volumes, Schneider Electric has established processes to prevent dashboard sprawl. With thousands of people empowered to create dashboards in Tableau CRM on a self-service basis, it needs an easy way to track usage. \u201cWith Salesforce, we can identify which dashboards are being accessed and those that can be retired,\u201d said Akila. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-demonstrate-the-value-of-digital-sales-tools\"><b>4. Demonstrate the value of digital sales tools<\/b><\/h2>\n\n\n\n<p>New solutions are only successful if they are embraced by their target audience. Schneider Electric has employed a variety of methods to maximise the adoption of its Demand Generation Suite within field services. \u201cWe engage with stakeholders at all levels and maintain momentum with regular communications,\u201d explained Sandor. \u201cWe share short videos to educate users on different features and widgets within Tableau CRM and Sales Cloud nearly every week.\u201d <\/p>\n\n\n\n<p>As well as explaining the functionality of new digital sales tools, it\u2019s important to showcase the potential benefits. \u201cPeople need to know how a solution will save them time,\u201d said Sandor. \u201cProviding a simple experience and ensuring data accuracy helps to encourage adoption. If sales teams don\u2019t trust a tool, they will stop using it.\u201d <\/p>\n\n\n\n<p>Schneider Electric updates its global Salesforce environment every couple of weeks, which means the team can keep enhancing the capabilities of the Demand Generation Suite to match business needs, cross-sell opportunities and market trends.<\/p>\n\n\n\n<p>\u201cAI is going to be key in the future; it will help to make sales processes more connected and predictive,\u201d said Sandor. \u201cAs <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/2020\/06\/ohana-at-home-why-salesforce-embraced-remote-working-and-why-you-should-too.html\" target=\"_blank\" rel=\"noopener\">remote working<\/a> continues, salespeople will increasingly want to use mobile devices and to share dashboards and data visualisations with their customers.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-align-sales-opportunities-with-corporate-values\"><b>5. Align sales opportunities with corporate values<\/b><\/h2>\n\n\n\n<p>Companies in every sector are increasingly aligning with the United Nations Sustainable Development Goals to help tackle global challenges, such as poverty, equality and climate change. As well as optimising its own operations for a low-carbon future, Schneider Electric wants to work with its customers to advance a more efficient, sustainable, resilient and inclusive world for all. The <a href=\"https:\/\/www.salesforce.com\/eu\/form\/conf\/4th-edition-state-of-sales-report\/\" target=\"_blank\" rel=\"noopener\">state of sales<\/a> is increasingly value-driven, and it all starts with preparing the sales teams.<\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\"><span>Learn more with the State of Sales<\/span><\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">The state of sales is increasingly value-driven, and it all starts with preparing the sales teams.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/eu\/form\/pdf\/4th-edition-state-of-sales-report\/?d=inc-blog-banner&#038;nc=7013y000002lQrAAAU\">Learn More<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"432\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/state-of-sales.jpg\" class=\"attachment-full size-full\" alt=\"Download sate of sales report\" srcset=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/state-of-sales.jpg 768w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/state-of-sales.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/state-of-sales.jpg?w=150&amp;h=84 150w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<p>By empowering its sales teams with richer insights, Schneider Electric can identify opportunities to help customers reduce their energy consumption and environmental impact. As Sandor explained: \u201cWith Tableau CRM, we can see if a customer is using inefficient legacy products and explore how newer solutions could help them meet their sustainability targets and reduce their costs.\u201d <\/p>\n\n\n\n<p>For this strategy to be successful, Schneider Electric needs to be able to connect different sales teams across its products and services divisions. \u201cWith Tableau CRM and Sales Cloud, we can take a more holistic approach that supports our goal to empower everyone to make the most of the world\u2019s energy and resources,\u201d said Sandor. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-unlock-more-opportunities-to-cross-sell-and-upsell-with-ai\"><b>Unlock more opportunities to cross-sell and upsell with AI<\/b><\/h2>\n\n\n\n<p>By harnessing AI insights and digital processes, businesses can take demand generation to a new level and unlock opportunities to cross-sell and upsell to their installed customer base. To see how AI can help turbocharge your sales teams to cross-sell, upsell and outsell the competition, check out the <a href=\"https:\/\/www.salesforce.com\/eu\/form\/demo\/conf\/demo-sales\/\">Sales Cloud demo<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how a new digital process built on Salesforce has generated more cross-selling opportunities across millions of installed base records.<\/p>\n","protected":false},"author":1,"featured_media":853,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"790cb340d5114043bd64ae65a0bcb2d3","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[83,15,4,108,47,238,239,288],"sf_content_type":[],"coauthors":[26],"class_list":["post-851","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-customer-experience","sf_topic-future-of-work","sf_topic-sales","sf_topic-sales-cloud","sf_topic-trailblazer-story","sf_topic-customer-relationships","sf_topic-customer-stories","sf_topic-trailblazer"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How Schneider Electric Creates Better Opportunities to Cross-Sell - Salesforce<\/title>\n<meta name=\"description\" content=\"Learn how a new digital process built on Salesforce has generated more cross-selling opportunities across millions of installed base records.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/eu\/blog\/schneider-electric-creates-better-opportunities-to-cross-sell\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Schneider Electric Creates Better Opportunities to Cross-Sell\" \/>\n<meta property=\"og:description\" content=\"Learn how a new digital process built on Salesforce has generated more cross-selling opportunities across millions of installed base records.\" \/>\n<meta property=\"og:url\" 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