Key Impact 

Unified CRM for Texas and US based Retail Energy Markets 

Reduced administrative burden and eliminated duplicate workflows 

Improved reporting, governance, and security 

Built a scalable foundation to enable future CRM enhancements 

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Services Provided 

Spinakr Solutions – CRM architecture, consulting, data migration, implementation, integration, testing and user adoption services. 

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The Situation 

A Fortune 100 retail energy provider maintained two Salesforce environments. One to support the Texas retail energy market and another to support all other US based markets. This structure created duplicate workflows, inconsistent reporting, increased administrative overhead, and significant technical debt. Governance and security oversight became increasingly challenging. 

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The Action 

Spinakr collaborated with business and technical stakeholders to consolidate both environments into a single unified Salesforce platform. 

The project included data migration, workflow standardization, user management alignment, and the creation of consistent reporting structures that spanned all retail markets. Spinakr partnered with the business and technology teams to ensure the new CRM infrastructure met the needs of the business and positioned the organization for future expansion. 

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The Result 

The organization now operates from a unified Salesforce environment that supports Texas and US based Energy Retail sales processes. 

The consolidated system improved operational efficiency, strengthened governance and compliance, reduced manual administration, and enabled quicker implementation of future enhancements. 

The unified platform has provided a more stable, scalable foundation for the company’s evolving CRM strategy.