Energy & Sustainability
Nordic Energy Services
A Sales Engagement and Aircall rollout for broker relationship management.
Nordic Energy needed a more structured way to manage broker, agent-manager, and internal sales communication through Salesforce and Aircall.
Operating challenge
The business depended on consistent broker engagement but lacked clean visibility into calls, activity, follow-ups, performance, and adoption. Communication was too hard to measure and too dependent on manual tracking.
What Lodestone shaped
- Implemented Salesforce Sales Engagement to support structured follow-up workflows and repeatable sales motions.
- Integrated Aircall with Salesforce so calls, recordings, tasks, events, and insights could become visible operating data.
- Customized reports, supported mobile call demos, coordinated UAT and go-live, and moved the team into hypercare with active user testing.
Resulting direction
- Broker and agent-manager communication became more centralized and trackable inside Salesforce.
- Sales leaders gained better visibility into call activity, engagement quality, and follow-up performance.
- The team had a scalable foundation for future sales process improvements after go-live.
Profile context
Retail energy supplier
Energy services provider serving residential and commercial electricity and natural gas customers.
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