Case Study
sPower
At a glance

The Challenge

About sPower


The Outcome
We imported and cleansed data from each of the “tracker spreadsheets” to provide one central repository for all types of contacts, including clients, landowners, utility contacts, CAISO engineers, and legal representation.
We created and led training sessions for two different groups: sPower’s internal Salesforce admin and general end users. This additional training and support from the Simplus team helped ease the transition into the new platform and processes.
We integrated Outlook, Sharefile, and Dropbox with sPower’s Salesforce instance. These integrations allowed the sPower team to use tools they were familiar with while ensuring all data still ended up in Salesforce.
We created custom objects (i.e., solar projects and solar project opportunities), workflows, triggers, and more to work with sPower’s nontraditional sales model. In addition, we configured automations to increase efficiency.
