MRE Consulting | Salesforce

Our Approach

We combine our customer-first approach with experience and platform knowledge to create solutions that bring together sales operations and business strategy

Case Study

Powering Enterprise Growth through Commodity Trading and Quoting

A large natural gas supplier successfully completed several acquisitions recently as part of a growth strategy. They engaged MRE to develop an integrated solution to streamline its systems and processes and redefine the customer experience to reduce total cost of ownership.
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Case Study

Improving Revenue and Margin with Standardized Quoting

A global industrial services company was facing challenges related to visibility, optimization and traceability of service quotes provided to customers. MRE implemented an enterprise Salesforce (CRM) with CPQ (configure, price, quote) solution for real-time quoting based on integrated pricing from their ERP system.

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Our Capabilities

Customer Experience

Having a shared view of the customer across the organization allows for sales, marketing, and service to collaborate and provide each customer with a personalized experience.

Complex Pricing

Enable your sales teams with the tools to quote complex deals, maximize revenue, and minimize margin leakage.

Data Architecture & Integration

Gain a single view of the customer, connect disparate processes, and deliver consistent experiences across channels.

Sales Enablement

Use tools to enable sales teams to standardize the organization’s lead-to-cash process, prioritize activities through insight into customer value, and shorten the sales cycle.

Field Service Management

Engage service teams in the field in real-time to enable collaboration, improve customer satisfaction and optimize resources/schedules.

Custom Development

Accelerate time-to-value through agile delivery, prototyping, and optimizing out-of-the-box Salesforce capabilities

The MRE team was knowledgeable, collaborative, and flexible during our engagement. I highly recommend the team for future CPQ engagements - the team demonstrated a deep technical understanding of the technology and captured our business process accurately. Subi Philip, the practice lead has extensive Salesforce domain knowledge which helped assure us that his team would be up for the challenge. I look forward to engaging with the team on future projects.

MRE was brought in prior to a divestiture to assist with a technology separation between businesses staying and leaving. They had been working on Salesforce related projects already and were very familiar with our business operations and technology architecture. This familiarity helped them to move swiftly. They were working with about a 6 week timeline. They delivered ahead of time and under budget. They worked proactively, were always responsive and had fine communication with the core team and leadership.

My organization had been using Salesforce CRM for a few years, but never to its full potential. We had a need for a quoting tool, and CPQ (configure price quote) is what we ultimately chose. MRE Consulting had extensive working knowledge of both CRM and CPQ as well as various other applications. Our business requirements included configuring thousands of products, building custom quote templates, and integration with our ERP. Every deadline was met. I would have them back for additional enhancements if the opportunity arises.

When our company announced a complete organizational change, this meant consequent system updates. Our existing CRM and Revenue Cloud required hierarchy changes with a complex commercial approval matrix. We had an extremely tight deadline and knew we could depend on MRE to deliver a solution on time and on budget. Deployment was successful and I would recommend MRE to anyone needing any solution on the Salesforce platform!

MRE were fantastic partners to work with. They were very thorough and engaged throughout the discovery, ensuring our needs were fully understood and considered. Update reports were provided consistently and timely. And the end product met all of our needs.

Case Study

Redefining User Experience with Salesforce Community Cloud

A large natural gas supplier integrated recent acquisitions as part of its growth strategy to increase and diversify its customers, suppliers, and geographic locations. The new solution enabled business teams to standardize and optimize business processes for 17,500+ C&I customers with 30,000+ accounts.

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Salesforce Focus Areas

Sales Cloud

Create solutions to increase sales productivity, improve customer service, and optimize deal management to drive more revenue

MuleSoft

Connect data from enterprise applications and devices, on-premises and in the cloud, quickly and securely through various integrations solutions

Configure, Price, Quote (CPQ)

Enable companies to control margin and revenue across through configure, price, quote (CPQ) standardization and automation

Lightning Experience

Deliver streamlined experiences with accelerated time-to-value on Lightning, a modern web development platform.

Service Cloud

Drive customer satisfaction through timely and relevant service and support experiences, enabled through a comprehensive view of the customer.

Community Cloud

Connect with customers and partners with branded portals that enable information sharing, collaboration, and feedback into sales activities in Sales Cloud.