Dispatch spreadsheets replaced with a live gantt.
Ignyto implemented Salesforce Field Service and Sales Cloud for TSE Power, one of the UK’s leading independent suppliers of emergency standby power systems, moving dispatch off spreadsheets and whiteboards and sales out of account managers’ inboxes.
Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with energy — standby power systems organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.
Book a discovery call →TSE Power is one of the UK’s leading, totally independent suppliers of emergency standby power systems.
TSE services cover the entire range you would expect from a manufacturer, including site surveys, electrical installations, servicing, short and long term hire systems, battery testing and replacements.
TSE Power needed to manage scalable sales and field service processes, and set five objectives the project had to meet to count as a success.
Replace dispatch spreadsheets with a responsive gantt chart. Get real-time job updates from engineers. Replace paper-based service reports. Increase engineer utilisation and efficiency. Replace Excel-based sales spreadsheets.
Historically all sales information lived in the inboxes of TSE’s account managers. The systems of record were Excel, Outlook and whiteboards.
- Field Service as the end-to-end field service management tool, moving operations from spreadsheets to the cloud
- Real-time insight into the number, type, location and status of jobs, improving visibility and capacity planning
- Service reports signed in person by customers, replacing paper
- A custom sales path in Sales Cloud for managing opportunities
- Electronic quotes produced within Sales Cloud, cutting proposal generation time
- Pipeline visibility for management, in place of account managers’ inboxes
Sales and field service on one platform.
Spreadsheets and whiteboards replaced with a responsive schedule the office can actually plan from.
Real-time job updates from the field, with utilisation and efficiency named as project objectives and measured against.
Electronic quotes generated in Sales Cloud, reducing the time required to produce a proposal.
“The Ignyto team were excellent – true experts. And they guided us through the entire business transformation project, advised on best practices and vastly improved our sales and field service processes. As a result we were up and running in weeks!”
TSE Power · Energy — standby power systems
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 →Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.