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← Stromeus
CRMAutomation Project Energy & Utilities

Stromeus · Sales Operations Support

Ongoing support keeps calculator enquiries, sales records, call information and commission calculations working together.

Duration 10 months
Tasks 92
Meetings 18

This project looks after Stromeus's daily sales processes. It keeps enquiries moving into Pipedrive and maintains commission reports, customer checks and team onboarding.

What was built

  • Send calculator enquiries to Pipedrive with contact and energy usage details.
  • Keep commission calculations and monthly reports working as sales records change.
  • Record customer credit check results in the sales record.
  • Import contacts into JustCall and recover enquiries that failed to arrive.
  • Automate onboarding steps for new team members.
  • Maintain sales dashboards and clean up duplicate supplier records.

Recently touched

  • 2026-10-19 Automate new member onboarding (Make scenario) Done
  • 2026-08-20 Copy org custom PLZ field into native Address ZIP (149k orgs) Done
  • 2026-08-17 CREFO Ampel Check — fix Fehler cases (address-not-found) and re-enable auto-trigger Done
  • 2026-07-28 Record MetaPipe + dedup functionality walkthrough for Jan Done
  • 2026-07-24 Interface Creditreform/unitedhome GmbH - Development the integration with PD through Action Pattern Done

Other projects in this case study

  • Salesforce Lead Migration

    The planned move to Salesforce defines how call enquiries should be recorded and which leads should return to Pipedrive for sales follow up.

    Read case study
  • Energy Tariff Calculator

    Customers compare electricity and gas plans by location and usage, while enquiries and supporting documents reach the sales team in Pipedrive.

    Read case study
  • Sales Commission Accounting

    Monthly commission accounting calculates sales payouts, prepares reports and lets the team confirm and close each accounting period.

    Read case study
  • Pipedrive + JustCall

    JustCall conversations update contacts, call history, and sales progress in Pipedrive so Stromeus staff can follow up from one place.

    Read case study

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