Independent Energy Brokerage Firm
Automating nightly usage data from four TDSPs and surfacing missed commission payments
An independent energy brokerage firm serving over a thousand commercial and industrial clients ran nearly every core process by hand, from usage lookups to commission reconciliation. CG Infinity integrated Salesforce with four ERCOT TDSPs and Smart Meter Texas, pulling nightly usage data into a single system of record. Commission reconciliation surfaced payments that had been invisible, and revenue forecasting moved from contract estimates to actual usage.
5/5
Customer satisfaction score
AT A GLANCE
An independent C&I energy brokerage firm serving 1,000+ clients across deregulated Texas markets automated nightly usage collection from four ERCOT TDSPs, unlocking commission reconciliation, real time revenue forecasting, and automated power factor reporting. Delivered in six months with a 5 out of 5 customer satisfaction score.
TOOLS
Sales Cloud | Custom Integration
Service Line
Salesforce | Energy & Utilities
The Challenge
Manual usage data collection across four utility websites
Historical usage data meant logging into multiple TDSP websites and pulling it by hand. Commission statements from REPs were loaded manually and couldn't be reconciled, because the usage history needed to check them wasn't available. Revenue forecasts ran on the estimates written into the original contract rather than actual consumption, and power factor reporting was too manual to offer most customers.
THE SOLUTION
Nightly TDSP integration feeding a single system of record
CG Infinity integrated Salesforce with four ERCOT TDSPs, Oncor, AEP, CenterPoint and TNMP, plus Smart Meter Texas, pulling historical usage nightly for every customer into Salesforce. From that foundation we automated commission upload and reconciliation, rebuilt revenue forecasting on actual usage, enhanced the RFQ process with autogenerated pricing templates, streamlined ESIID adds, drops and assignments, and automated the power factor report.
THE RESULTS
Missed payments surfaced, forecasting moved to real usage
Commission reconciliation surfaced missed payments that were previously invisible. Revenue forecasting moved from contract estimates to actual, current usage. Automated power factor reporting became available to every customer, opening new revenue conversations. The project closed in six months with a customer satisfaction score of 5 out of 5.
CONTACT US
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