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Four years, one Salesforce platform — modernizing sales and service across Veolia's Energy & Heat subsidiaries.

Unifying fragmented orgs into a single, standardized Salesforce platform.
Veolia, a leading energy and utilities provider in Poland and Europe, partnered with FINALLY to unify fragmented Salesforce environments into a single, standardized platform.
The four-year transformation modernized sales and service processes, improved adoption, and delivered measurable efficiency gains across subsidiaries — turning isolated rollouts into one connected operating model for Energy & Heat.
The strategic objective was to retire a patchwork of disconnected orgs and replace them with a single, standardized Salesforce environment — one customer record, one set of processes, one reporting layer — capable of scaling with Veolia's businesses across regions.
One Salesforce environment, one way of working — finally turning four years of effort into a platform the whole organization can grow on.
Before the transformation, Veolia's commercial and service organization was held back by:
The result was duplicated work, inconsistent customer experience and decisions made on partial information — the opposite of what a group of Veolia's scale needs.
Together with Veolia, FINALLY designed and rolled out a multi-year program built around four pillars:
We merged legacy Salesforce instances into one platform, with a shared data model and governance — so every subsidiary works on the same foundation instead of in parallel silos.
Core sales and service flows for Energy and Heat were redesigned and automated — from lead to contract, from request to dispatch — with a consistent playbook across teams.
We brought utilities-specific best practices into the design, replacing custom workarounds with maintainable, scalable patterns that Salesforce itself supports out of the box.
Reporting and dashboards were rebuilt on top of the unified data layer, giving leaders and frontline teams a live view of pipeline, service load and operational KPIs.
Year roadmap
Project Team
End Users
Hours of work
The unified platform delivered impact you can see in the numbers and in day-to-day work:
The solution is built on four Salesforce capabilities working as one:
Get started with a free strategy session. Let's discuss your goals and create your roadmap.
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