The challenge

Ecotricity is a leading renewable energy provider, supplying homes and businesses across Britain. Our deep-dive into its pricing function revealed that existing processes could not support its intended scale of growth.

There was an opportunity to bring the pricing journey into Salesforce, giving agents a simpler way to generate quotes while retaining the flexibility of the existing engine.

The response

Bluetel designed and built a new quoting journey within Salesforce, integrating the platform directly with Ecotricity’s bespoke pricing engine.

It gave agents the ability to prepare and price quotes without leaving the platform, which automatically retrieves and enriches the relevant meter and industry data before sending the required information for pricing.

The resulting quote data is then returned to Salesforce and stored against the opportunity, creating a complete history of every price produced.

It’s a solution designed for the realities of B2B energy sales, accommodating customers with hundreds of sites and service points, where pricebook and bespoke selling operate side-by-side.

Our scalable data model and automation framework manages those scenarios, reducing duplication and keeping the sales process connected from quote to contract.

The outcome

Extensive in-person training and post-launch support helped Ecotricity transition to the new platform with ease.

Teams have successfully priced more than 35,000 quotes through the new integration. The pricing journey is now managed within Salesforce, removing the need to move between separate systems and creating a more consistent process.

Every quote is retained, giving Ecotricity a complete record that can be reported on and analysed over time.

The boost

Bluetel combined Salesforce expertise with our detailed understanding of Ecotricity’s commercial landscape to generate powerful efficiencies in its CRM journey.