Einstein Chatbot

Residential Solar Firm: From Confusion to Clarity with a Streamlined Salesforce Revamp

company overview

This Freeport, Maine-based company designs and installs solar energy systems for residential and commercial clients. Known for their customer-first approach and commitment to sustainability, they provide solar solutions tailored to individual property needs, with services ranging from consultation to long-term maintenance. Their success relies on delivering personalized service, clear communication, and data-informed decision-making.

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Location

Freeport. ME

Industry

Solar Power

Employees

50

SPAR by Numbers

1000

+

Completed Projects

15

Yrs

In the Industry

140

+

Metric 3

$100

m

Metric 3

1000

+

Completed Projects

20

+

Years in Business

6

+

Year Average Client Partnership

100

+

Technologies Supported

challenges

Fragmented Salesforce org with limited alignment to actual business processes
Underutilized and poorly understood features in Account Engagement and Campaigns
Difficulty maintaining clean data and low visibility into marketing and sales performance
Legacy referral tracking causing confusion and inefficiencies
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Limited ability to independently create reports or dashboards

solutions

Redesigned Salesforce environment with integrated Einstein Chatbot, custom automations, and embedded services
Cleanup and update of ~12,000 campaign records for consistency
Creation of custom objects and automation workflows for streamlined referral tracking
Setup of Salesforce-native dashboards and role-specific reports for marketing and sales
Enabled Einstein Activity Capture to sync communications and improve activity visibility

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results

The project delivered a transformed Salesforce experience—purpose-built to match the organization's sales and marketing workflows. Legacy inefficiencies were replaced with automation and cleaner data, while dashboards and reports brought much-needed visibility to campaign performance and sales metrics. The team can now manage their systems with greater autonomy and clarity. With Salesforce now working as an enabler—not a blocker—the organization is better positioned to scale customer engagement and support future growth initiatives.

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