Bret JohnsonPowerhub Solutions is a UK-based energy reduction company, delivering in-house, turnkey energy-saving solutions for commercial and industrial businesses. From solar panels and environmental management systems to Voltage Optimisation, they help companies reduce energy consumption and cost.
The Challenge
After a period of fast growth, Powerhub had ended up running in silos, think: spreadsheets, emails, lead generation tools and even notebooks. Sales activity wasn’t being tracked, lead generation was time-consuming, no pipeline visibility and little understanding of how effective marketing campaigns were – there was no real view of all the activities going on within the business
As many of the jobs are complex, multi-site energy solutions, this lack of structure and visibility was hindering further business growth. They came to Simpala for strategic advice and technology implementation to give the organisation an operational foundation.
Project Objectives
Working with the Powerhub team, we aligned on a set of project objectives:
- Consolidate all data into one source of truth and eliminate manual, duplicated processes
- Give the sales team and leadership real-time visibility of pipeline, performance and forecasting
- Enable targeted, effective marketing campaigns and better lead qualification and nurturing
- Build a custom project management solution that could scale with the business
- Lay the foundation for the next phase of growth — including Field Service
Our Solution
We implemented Salesforce Sales Cloud as the central operating platform, bringing together lead generation, activity tracking and pipeline management in one single view. Phone, email and calendar activity is now captured automatically, and comprehensive reporting gives leadership the visibility they’d been missing.
For marketing, we implemented Marketing Cloud Account Engagement, giving the marketing team the tools to run targeted campaigns, nurture leads and get insights into what’s driving new business.
And finally, an exciting addition to the project was our custom Project Management solution built within Salesforce. When an Opportunity is won, it converts seamlessly into a project offering full visibility across every phase and job site.
The whole solution is future-ready, designed to link into Field Service as the next phase of the implementation project.
Results
“We recently onboarded Salesforce with Simpala and the experience has been excellent from start to finish. The whole team made what could have been a daunting transition feel genuinely straightforward.
A big thank you to Dan and David, who have both been brilliant to work with throughout. Their knowledge, patience, and responsiveness gave us real confidence at every stage.
I do want to put a special mention out for Jack Myler, though. Jack is one of the best project managers we have worked with at any organisation, full stop. His ability to assist, help, and jump on things is unbelievable. Whenever something came up, he was straight onto it, and that proactivity made a huge difference. He has made the entire process feel seamless and genuinely manageable, which is no small feat with a project of this scale.
If you are considering Simpala for a Salesforce onboarding, you will be in very good hands. Highly recommended.”
– James Beck
CEO, Powerhub
