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How a Global Energy Company Accelerated Win Rate
Powering up efficiency with Salesforce Sales Cloud and MuleSoft.
In the world of energy trading, traders must make high-risk decisions quickly and confidently. Our client, a global energy company with more than a century of experience, tasked Publicis Sapient to modernize and transform their ad hoc approval system with Salesforce Sales Cloud and MuleSoft integrations and consequently re-energize operations.
The company's liquified natural gas trading team managed their deal approval processes via a mix of legacy systems, emails, spreadsheets and Skype. They also depended on scheduled reports and third parties for critical compliance checks. Due to the error-prone, manual process and delay in real-time reporting, the company's reputation and regulatory compliance were at risk.
Publicis Sapient conducted deep-dive discovery workshops to identify key areas of improvement. To ensure an effective, powerful solution, we performed:
Our user-friendly, point-of-entry solution led to swift approval. The first workstream delivered a minimum viable product for the short-term trading team in just 4 months, with 100% adoption for all new trades within the first week.
Our trading solution provides a single source of truth in real-time to 150 users and streamlines processes across traders, legal, finance, freight, portfolio trading, and compliance.
Within the first year, the trading team reported significant efficiency improvement with 14 manual steps across multiple systems reduced to only 4 clicks in Salesforce. With automated reporting and updates, leadership was also able to reduce time spent aggregating data.
A few energizing results after only 12 months:
Publicis Sapient and Salesforce: Driving connected experiences together through digital business transformation
We help Clients maximize their Salesforce investment by providing unique, differentiated and high-value customer-centric solutions for today, with the scalability and flexibility to meet tomorrow's demand. Our partnership with Salesforce leverages the Publicis Groupe capability hubs—from business strategy and integrated technology to implementation, brand advertising, and creative production—providing Clients with end-to-end, ongoing operational support and strategy across the entire Salesforce suite of products.
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