Use Case

Customer Success Management: MDM Neta Open Suite and Salesforce CRM integration

The integration between Neta's Meter Data Management (MDM) and Salesforce CRM optimizes the relationship with customers, providing energy consumption data to support targeted sales and personalized service..

Where: Italy
Mission
Facilitate the typical activities of managing complaints from a CRM solution, with requests for information and to direct new commercial proposals more in line with customers' consumption habits.
Solution
The data collected by the MDM Neta module is sent to Salesforce through a standard connector and the use of the architectural layers of Neta API Manager and Data Lakehouse allows Utility Companies to configure dashboard features useful for monitoring the consumption trend of each end customer.
Actions
The data collected by the MDM is sent to Salesforce through a standard connector and the use of the architectural layers of Neta API Manager and Data Lakehouse, allowing the configuration of dashboard features useful for monitoring the consumption trends of each end customer.
Expected results

 

 

 

 

Reduction of operating costs

 

 

Optimization of assistance service and sales processes

 

 

Prevention and preventive resolution of problem

 

 

Preventive management of contact on consumption issues and improvement of loyalty