Automating Sales-to-Service Collaboration
Client Profile
A clean energy solutions provider looking to digitize and streamline its end-to-end sales-to-service lifecycle—from customer inquiries to dealer fulfillment and smart hybrid system management.
Business Challenge
The organization relied on fragmented, email-driven approval processes spread across multiple systems. Users lacked visibility into approval status, executives and field teams had limited mobile access, and enforcing policy controls—such as delegation of authority—was difficult. These gaps also made maintaining audit readiness and governance consistency a recurring challenge.
Solution
Converge designed and delivered a centralized Business Partner Portal built on SAP Business Technology Platform (BTP) to unify sales, service, and smart product data. The platform streamlines lead distribution, digitizes customer and dealer onboarding, and connects hybrid energy systems with AI-driven insights for more efficient operation and support.
Key Capabilities
Lead & Partner Management – Intelligent, automated routing for customer inquiries with real-time visibility into opportunities, installations, and dealer performance.
Customer Onboarding & Mobile Experience – Self-registration and app-based control for hybrid energy systems, improving engagement and support.
Smart Energy Optimization – ML-driven recommendations powered by IoT telemetry, weather forecasts, and utility rate data to improve system efficiency.
Technology Stack
SAP Business Technology Platform (BTP)
SAP Fiori
SAP Mobile Services
SAP Build Work Zone
SAP S/4HANA RISE
MS Azure Cloud
DocuSign
Databricks
Impact
Faster lead conversion and improved dealer responsiveness, supported by automated routing and shared visibility.
Optimized energy efficiency through AI-driven scheduling and monitoring of hybrid systems.
Higher customer satisfaction, enabled by self-service onboarding, mobile access, and proactive insights.
Results
By connecting customer inquiries, dealer workflows, and smart product data on SAP BTP, the company achieved a fully integrated sales-to-service ecosystem. The platform improved operational efficiency, strengthened partner collaboration, and set the foundation for scalable growth across new products, markets, and service offerings.