EnergyVeolia · Case Study

Veolia's largest digital sales transformation

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

Veolia Salesforce transformation case study
Digital TransformationProcess StandardizationSales & Service

Veolia

Energy

Unifying fragmented orgs into a single, standardized Salesforce platform.

Overview

FINALLY leads Veolia's largest digital sales transformation with Salesforce

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.

Goal

One Salesforce platform across every subsidiary

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.

Veolia · Energy & Heat
Challenges

Fragmented orgs, low adoption, no single source of truth

Before the transformation, Veolia's commercial and service organization was held back by:

  • Low adoption of previous Salesforce rollouts.
  • Fragmented sales & service processes across subsidiaries.
  • Lack of a single source of customer and business data.
  • Limited reporting and analytics for decision-making.

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.

Partner Value & Solution

Consolidation, automation and real-time decisions

Together with Veolia, FINALLY designed and rolled out a multi-year program built around four pillars:

1. Consolidation of multiple orgs into a single Salesforce environment

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.

2. Automation & standardization of sales processes (Energy & Heat)

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.

3. Processes aligned with industry best practices

We brought utilities-specific best practices into the design, replacing custom workarounds with maintainable, scalable patterns that Salesforce itself supports out of the box.

4. Real-time data-driven decisions

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.

4+

Year roadmap

10+

Project Team

160+

End Users

25k+

Hours of work

Results

Measurable gains across sales, service and the business

The unified platform delivered impact you can see in the numbers and in day-to-day work:

  • Higher information quality and full Customer 360 visibility.
  • Data-driven decisions and stronger team efficiency.
  • Shorter sales cycle duration and less admin time.
  • Improved employee satisfaction, lower turnover and shorter training time.
  • Scalability for future change — new subsidiaries and processes can plug into the same model.
Products

A connected Salesforce stack for utilities

The solution is built on four Salesforce capabilities working as one:

  • Sales — pipeline, accounts and contracts standardized across subsidiaries.
  • Service — case management and dispatch tuned to Energy & Heat operations.
  • Platform — shared data model, automation and governance.
  • Experience — consistent touchpoints for internal teams and customers.

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