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Case studies/CM Utilities Group
CM Utilities Group logo
Utilities Services ·

CM Utilities Group: Salesforce delivered by Ignyto.

Ignyto implemented Salesforce for CM Utilities Group, a utilities business.

Region
UK
Industry
Utilities Services
Company size
150 Employees

Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with utilities services organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.

Book a discovery call →
01 — About the customer

CM Utilities is a leading multi-utility infrastructure company established in 2000 to carry out new gas infrastructure installation works and has continued to provide those and similar services to many clients and developers. Since their inception they have operated as an ambassador to all of their clients endeavouring to represent those companies in the best possible manner.

02 — Requirements and challenges

CM Utilities were looking for an overall health check of their current implementation to ensure their current build met Salesforce’s recommended best practices and was working in the manner that it should be.

They also wanted to amend and improve their current sales process within Salesforce with updates to sales objects to match their current sales methodology.

03 — What Ignyto built
  • Health check of existing implementation
  • Sales Cloud object configuration
  • Restructure of fields and objects to better match CM Utilities sales process
  • Improved data reporting (Reports and dashboards)
Products implemented
Salesforce →
04 — What changed

Improved Sales user experience through focused object changes.

01

Improved Sales user experience through focused object changes

02

Enhanced ability to manage lead, contact account and opportunity data in line with CM Utilities sales process.

03

Enhanced reporting and oversight with custom reports and dashboards

CM Utilities Group logo

“Ignyto have been very helpful in resolving our internal Salesforce system, adapting the features to suit our business model, providing regular updates, effectively meeting timescales and requirements to our needs.”

CM Utilities Group · Utilities Services
05 — Integration

Integration, where the systems need it.

Salesforce rarely stands alone. Ignyto builds the integration layer in-house — MuleSoft certified, with native APIs where a connector does the job.

How we approach integration →
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