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SG Energy delivers turbine diagnostics, electrical & instrumentation services to utilities & plants
Challenge: Needed detailed pricing, multiple contact types per project, and organized territory management.
Solution: Implemented Sales Cloud with separate price books per client (via Flow), categorized contacts (contractors, employees, customers, partners, government), defined six service territories, and used Salesforce Labs PMT for project tracking.
Result: Streamlined pricing, clear contact roles, and well-structured territory management.
Visit Website: https://www.sgenergysolutions.com/
Solution: Implemented Sales Cloud with separate price books per client (via Flow), categorized contacts (contractors, employees, customers, partners, government), defined six service territories, and used Salesforce Labs PMT for project tracking.
Result: Streamlined pricing, clear contact roles, and well-structured territory management.
Visit Website: https://www.sgenergysolutions.com/