Renewable Energy Group (REG) is the nation’s largest biodiesel producer with a nationwide distribution and logistics system. www.regfuel.com
REG has used Salesforce CRM since 2007 to manage prospecting, sales and customer service. REG enlisted Doextra CRM Solutions’ consulting and technical services in 2010 to accomplish the following goals:
- Access and manipulate historical sales transaction data by account and geography.
- Adapt account management features to look-up meeting notes and historical buying patterns.
- Leverage a sophisticated, accessible database to manage contacts and login remotely.
Doextra CRM Solutions reviewed REG’s system with a gap analysis – producing a Statement of Work that mapped out field and picklist additions and modifications. Doextra CRM Solutions also implemented a customized pricing feature to support REG’s dynamic pricing model. Since the initial project, Doextra CRM Solutions has assisted REG with implementing workflows, products and a forecasting function within REG’s Salesforce org that monitors and tracks opportunities.
With the updated Salesforce solution in place, REG is able to take advantage of the following benefits:
- Track requirements for different types of account types (i.e., Customer, Stakeholder, Competitor, and Vendor).
- Provide a simplified and straight-forward system for end-users.
- Forecast revenue and production requirements.
- Automated the communication of sales opportunities.
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