3 weeks’ work in 1 day: How Schneider Electric serves customers faster.

Products Used

Sales Cloud

Salesforce Platform

Service Cloud

Tableau

MuleSoft

Heroku

For this global leader in energy management and automation, efficient teams are the force behind customer satisfaction.

Schneider Electric is putting efficiency and sustainability at the core of its purpose and mission. Since 2018, the company has helped its customers save and avoid 347 million tons of CO2 emissions by providing digital energy efficiency solutions for buildings, data centers, infrastructure, and industries.

From homeowners to grid operators and manufacturing giants, thousands of customers in more than 100 countries rely on Schneider Electric to help them use energy and resources more efficiently — a need underscored by recent energy and supply chain crises, as well as the imperative to slow down climate change. Power distribution, smart grid, and software-driven automation solutions are just a few ways the company helps customers achieve ambitious efficiency and sustainability goals in uncertain times.

But enabling energy efficiency depends on efficiency behind the scenes.

“We used to just do energy distribution. Now we can prevent issues,” said Jean-Pascal Tricoire, Chairman and CEO. “We can tackle building efficiency and bring predictive maintenance capabilities so our customers don’t have to suffer problems.”

Using its 10-year partnership with Salesforce, Schneider Electric makes it easier for customers and partners to solve energy efficiency and industrial automation challenges by giving its 40,000 frontline employees a 360-degree view of the customer and technology to work more efficiently.

Let’s see how Tricoire and team use Salesforce Customer 360 to provide energy stability to customers and distributors in an unpredictable world.

It’s all about having the right visibility of the customer. Employees can recognize who is calling and view past cases and interactions in one place, which brings efficiency and personalization into each interaction.

Irina Zubova

VP, Sales Management & Support, Schneider Electric

1. Generate 500 sales opportunities in a day.

Digital innovation is transforming the world of energy. As businesses around the world embark on their journey to net zero, they turn to intelligent, integrated solutions that enable energy monitoring, optimization of consumption, and integration of renewables in the electricity mix. But the only way to get these innovations quickly into customers’ hands is to sell them as efficiently as possible.

Schneider Electric’s sales reps can now each generate up to 500 opportunities a day — a task that previously took three weeks.

Using Sales Cloud and CRM Analytics, the company created a Digital Opportunity Factory that uses AI to find sales prospects who have an unmet need, or “white space” opportunities that Schneider specializes in serving.

How it works:

White space opportunities are identified and classified
Opportunities are then assigned to the appropriate sales professional
Einstein Discovery scores opportunities throughout each sales stage
Sales reps see AI-generated recommendations for progressing each opportunity

“Today, Sales Cloud covers the full opportunity lifecycle,” said Irina Zubova, Vice President, Sales Management and Support. “Every step of this journey is followed within Sales Cloud.”

Since building the Digital Opportunity Factory, Schneider Electric projects a reduced time to close by 30% and earned a 15%–20% success rate from lead to order — up from 2% in past campaigns.

15-20 %

lead-to-order success

One

day to close opportunities

30 %

projected reduction in time to close

2. Decrease time to quote from days to minutes.

Each year, Schneider Electric fulfills thousands of customer requests for innovative energy management solutions. Some requests, especially those from distributors, contain massive and highly complex orders that resulted in lengthy quoting and fulfillment processes.

Now, sales and project teams need as little as 15 minutes to complete the quote-to-order process for orders of the same scale.

Used in the company’s North American region, a new automated quoting system, built on the Salesforce Platform, saves sales reps hours of precious time while reducing human error.

How it works:

A sales rep completes a proposal in Sales Cloud
AppExchange partner FinancialForce matches the proposal to an existing project
MuleSoft transfers the proposal data to an open source database
Heroku processes the data — up to 5,000 records at once — and sends it back to Sales Cloud

Once quoting is complete, Salesforce Flow saves teams even more time by automating order fulfillment. With a more efficient quoting system and faster order fulfillment, Schneider Electric can make customers and distributors happier.

15 mins

quote to order

3. Give teams and managers a single view of data.

While sales reps need data visualization at a granular level, others, like executive leadership, prefer a bird’s eye view.

“Leadership needs to have a consolidated view of the organization, down to the entity,” said Zubova. “This is what we can provide with CRM analytics dashboards — the business intelligence we have today.”

CRM Analytics gives leaders real-time visibility into global sales operations, commercial performance, compliance, and more with AI-powered analytics and intelligent insights. From a single dashboard, executives view the company’s most important metrics in detail and share comprehensive business plans and service recommendations with stakeholders.

“Our CRM Analytics portfolio covers the full scope of Salesforce functionalities today,” said Cem Yöndem, Vice President of End-to-End Digital Customer Relationships, IT Platforms. “This includes Sales Management, Customer Support, Quality, and Services domains for more than 15,000 users worldwide.”

4. Rally teams to deliver innovative — and reliable — products.

The company builds low-code apps with the Salesforce Platform to speed up case resolution and boost employee productivity. One app, called issue-to-prevention (I2P), helps sales and service teams collaborate with research and development to solve cases in real time.

For example, if multiple industrial customers who’ve purchased smart factory software receive the same error message, service and quality teams can batch those cases into a single issue. This not only prevents duplicate case resolution efforts, but notifies development teams of a potential problem with a particular product.

The I2P app also builds intelligent models from historical data to predict product issues before they become problems for customers. This way, Schneider Electric can take proactive measures to ensure its energy management solutions remain reliable and, most importantly, customers are satisfied.

The main topic on my mind is business continuity. That's why performance, accessibility, and user satisfaction are so important.

Cem Yöndem

VP, End-to-End Digital Customer Relationships, IT Platforms, Schneider Electric

Behind the scenes: Moving from vision to value, faster.

Schneider Electric partners with Salesforce Professional Services for expert guidance and implementation best practices. The team of strategic experts ensures that Schneider Electric maximizes its Salesforce technology by:

Embracing a platform mindset to optimize solutions and limit customizations
Providing direct access to innovation to influence product releases
Designing a roadmap that takes the company from vision to value, faster

5. Serve people instead of tracking numbers.

With Schneider Electric’s customer base spanning a wide range of countries and industries, there’s no one-size-fits-all solution for customer support. To tailor service to customers’ unique needs, the company empowers Customer Care Center agents with Service Cloud.

Customer Care Center agents are ready to respond to customer outreach with a 360-degree view of the customer’s data. If a customer’s shipment of lighting control components gets delayed, the agent can pull up the customer’s account and order information without having to ask for the order or tracking number. With this information, the agent provides an updated ETA or expedites a request through a custom workflow.

“We have around 8 million interactions coming to customer support per year,” said Zubova. “The Customer Care Center is the first line of support for our customers, however they prefer to contact us — phone, email, or digital channels.”

Customers can book a call or video chat appointment with technical support agents via Scheduler. Or, they can take advantage of self-service resources, such as knowledge articles and tutorials, for quick answers to commonly asked questions. Self-service options like these deflect cases, allowing the Customer Support Center to distribute its workload more evenly and free up service reps to focus on more complex cases.

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