Smart Energy

Smart Energy achieves further productivity with Telesales Automation & Inventory Management

Supporting over 20,000 Australian homes, Smart Energy Group is Australia’s leading residential solar retailer, focused on helping Australians save money and get access to Solar and Batteries with zero upfront cost. They embarked on their Salesforce journey back in 2018 with ProQuest delivering their initial Field Service solution which drastically improved the productivity of 130 staff across 7 offices in Australia by 400%. Since then, they’ve been continuously investing in their platform to further automate their business.

CRM + Field Service Tool

Using a tailored Salesforce solution, Smart Energy is now equipped to cover the following processes:

  • Lead Generation & Pipeline Management

  • Contractor Portal (Installers) & Service Territories

  • Prioritisation, Scheduling & Dispatch

  • Mobile device for installers: photos, STC data, timesheets 

  • Grid Connectivity, Technical Audit, Pay-runs

  • Custom User Manual Generation

Next Challenges

Getting more value from their leads:

Genesys was their contact centre solution and it wasn't quite cutting it in terms of outcome tracking, performance measurements and analytics. Therefore Smart Energy wasn't getting the expected insights from their prospecting activities, or the ability to measure their telesales team performance, and getting the best out of their leads.

Inventory tracking and route optimisation:

Without proper inventory management systems integrated with Salesforce, Smart Energy couldn't get real-time visibility on stock levels, accurate tracking of product and part movements, and a significant risk of losing inventory.


Solar, Energy & Utilities


NSW, Australia




Decreased Installation Time by


Increased Installations per week


TeleSales Automation on Platform


Aircall seamless integration:

Tight integration of Aircall telephony within Salesforce flows for telesales call cadence and macros.

Increased User Adoption:

Centralisation of data and tools for the telesales team on a single platform.

Elimination of double data entry:

Enhanced lead management, call monitoring and outcome tracking all in Salesforce.

Pipeline Visibility:

Increasing opportunities to close deals with better scheduling and workload balancing between operators leading to increased profitability

Performance Insights:

Accurate operator individual performance analysis, lead quality, pipeline forecasting, to help make data-driven decisions and maximise the realised-value per lead.

Inventory Management on platform



Design of Salesforce user interfaces tailored to solar company requirements to manage resource, inventory, warehouses, stock levels, stock transfers, etc.

Automated Task Generation:

Streamlined and automated creation of purchase orders and associated work orders. Proactive tracking and reporting of stock movements from suppliers and to customers.

Real Time Stock Visibility:

Produces run sheets on stock activity across execution, cancellation for organisational audits.

Claims Management:

Integrations with customer information for warranty management and processing of replacements and other claims.

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