Selected work / energy efficiency

Give an energy-efficiency program a connected Salesforce foundation.

Halo implemented and administered an Enterprise Edition Salesforce organization for Greater Cincinnati Energy Alliance, a regional energy-efficiency nonprofit.

  • Energy efficiency
  • Sales Cloud and Service Cloud
  • Salesforce administration
See Halo’s role ↓

The operating problem

What made the work difficult?

A regional program needed its Salesforce work, data, and reporting to support an evolving operating model rather than remain disconnected platform tasks.

  • Sales and service processes needed a shared platform foundation.

  • Program data needed usable analysis and reporting.

  • The organization needed ongoing Salesforce administration as its work evolved.

What Halo did

Connect the people, rules, and system.

Halo implemented and administered an Enterprise Edition Salesforce organization, including Sales Cloud, Service Cloud, data analysis, and reporting.

  • Implement the Salesforce organization for the program context.
  • Support Sales Cloud and Service Cloud operating needs.
  • Administer the platform and develop data analysis and reporting.

Supported outcome

Make the next step clearer.

The supported evidence establishes Halo’s implementation and administration work; it does not establish a quantified program result or a current endorsement.

Start with the workflow

What work needs a clearer path?

Bring Halo the participants, friction, decisions, and desired outcome. We can help shape the process and the system together.