PortalVar;

Case Study

Mobile Ordering Platform & Salesforce APIs for an Energy Distributor

A mobile-first ordering experience for an energy distributor, powered by a Salesforce REST API layer: customer accounts and addresses, product catalog, orders, delivery reports and a customer community.

Energy & UtilitiesEurope

The challenge

Customers relied on phone calls to place home-delivery orders, creating peaks of call volume. Addresses were entered inconsistently, causing failed deliveries.

Our solution

We built a REST API layer in Salesforce for the iOS and Android apps covering accounts, validated addresses, products and orders, so customers can register and order themselves.

Duplicate checks keep data clean, delivery reports are generated automatically, and a customer community supports self-registration and surveys.

What we delivered

  • Salesforce REST APIs for accounts, addresses, products and orders
  • Address validation and duplicate prevention
  • Automated delivery reports
  • Customer community and surveys

The impact

  • Customers order and manage accounts without calling
  • Fewer failed deliveries thanks to validated addresses

Ready to transform?

Let’s build something valuable.

Whether you want to automate a process, integrate AI, build a portal, or optimize Salesforce — PortalVar; can help.