Use Case

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

ABSTRACT

Energy & Utilities

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.

Digital Ecosystem

Energy Resources & Sustainability

Actions

Digital Ecosystem

Energy Resources & Sustainability

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

More timely and accurate responses to end customers
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

Markets

Energy & Utilities

Ecosystems

Energy Resources & Sustainability