Schneider Electric

Optimizing Global Sales and Partner Operations with Salesforce.
1. Executive Summary

Schneider Electric, a global leader in energy management and automation, needed a unified platform to manage its complex network of customers, partners, and distributors across multiple regions.

360Asklogix implemented a Salesforce-based solution (Sales Cloud and Service Cloud) to centralize customer data, standardize sales processes, and improve collaboration with partners. The platform now provides Schneider Electric with a single source of truth for commercial operations and customer support.

2. The Challenge

Schneider Electric faced several operational challenges:

  • Fragmented customer and partner data across regional systems.
  • Limited global visibility on sales pipeline and forecasting.
  • Manual partner collaboration processes for deal registration and approvals.
  • Disconnected sales and service operations.

The Goal: A global CRM platform capable of managing enterprise customers, partners, and sales performance.

3. The Solution

360Asklogix implemented a Salesforce architecture supporting Schneider Electric's global operations, enabling:

  • Centralized account and opportunity management, with a standardized global sales pipeline and improved revenue forecasting through Sales Cloud.
  • Deal registration for channel partners with visibility into indirect sales opportunities via the Salesforce partner portal.
  • Unified case management for customer support, with SLA monitoring and knowledge base integration through Service Cloud.
4. Impact

Following the Salesforce rollout, Schneider Electric achieved the following outcomes:

Metric Result
Sales Visibility Improved global sales visibility and forecasting.
Partner Collaboration Faster partner collaboration through deal registration.
Operational Efficiency Reduced reliance on spreadsheets and manual reporting.
Team Coordination Better coordination between sales and support teams.
Overall Outcome A scalable CRM foundation supporting Schneider Electric's global commercial strategy.