TSE Power

Posted by: Simon
Category: Case Studies, Field Service Lightning, High Tech, Professional Services, Sales Cloud, Service Cloud

Project Details

  • Region: UK
  • Industry: Utilities, Professional Services, Business Services, Manufacturing
  • Sub Sector: Energy
  • Size of company: 50 to 100 staff

About the customer

TSE Power is one of the UK’s leading, totally independent suppliers of emergency standby power systems. TSE services cover the entire range of what you would expect from a manufacturer including site surveys, electrical installations, servicing, short or long term hire systems, battery testing and replacements.

Business Requirement

TSE power needed to manage scalable sales and field service processes. For TSE Power to consider their sales cloud and field service project a success they had to meet five objectives

  • Replace dispatch spreadsheets with a responsive gantt chart
  • Get real time job updates from engineers
  • Replace paper based service reports
  • Increase engineer utilisation and efficiency
  • Replace Excel based sales spreadsheets

Product Overview

Field service lightning was chosen as the end-to-end field service management tool. This enabled TSE Power to move their operations from spreadsheets to the cloud. As a result, TSE could get real time insight into the number of jobs, type of jobs, location of jobs and the status of jobs. Internally this has improved visibility and capacity planning capabilities. Externally customers are now able to sign service reports in person.

Sales cloud was chosen as the tool to manage sales opportunities and quoting. Historically all sales information was contained in the inbox of TSE’s account managers. As a result of moving to sales cloud, TSE Power can manage their opportunities through a custom sales path and produce electronic quotes all within sales cloud. The benefits to TSE are pipeline visibility and a decrease in the time required to generate proposals.

Legacy or replaced system

Excel, Outlook, Whiteboards, etc.

Length of project (days)

>50 days

Quote from the customer

”We chose Ignyto to deliver our Salesforce project because it was clear that they understood our requirements from the outset and were able to prove their Field Service Lightning project experience. The Ignyto team were excellent and guided us on best practice sales and field service processes. As a result we were up and running in weeks! “

Salesforce products implemented

  • Salesforce Sales Cloud
  • Sales Field Service Lightning