A leading Energy and Utilities organization was using Salesforce as its core CRM platform faced rising operational costs, slow deployment cycles, and inconsistent user adoption. To enhance efficiency, scalability, and cost control, the company partnered with Airo. Our SmartSource engagement model integrated its Project-as-a-Shared-Service (PaSS) approach to provide advisory, implementation and maintenance services for Salesforce.

Despite Salesforce being a critical system, the company struggled with:

• High support and maintenance costs due to inefficient resource allocation.
• Slow implementation of enhancements and new integrations.
• Inconsistent user adoption and lack of proactive support.
• Siloed data and workflows, limiting cross-functional efficiency.

To overcome these challenges, Airo implemented SmartSource for Salesforce, a flexible, cost-predictable, and AI-enhanced approach:

• AI-driven automation to reduce manual efforts and enhance system performance.
• Salesforce COE (Center of Excellence) with best-shore talent for 24×7 support and expertise.
• Seamless SmartSource integration to unify Salesforce with ITSM, ERP, and analytics tools.
• Predictable cost model with quarterly resource reallocation to optimize spending.
• Proactive management of system enhancements, security updates, and compliance measures.

• 35% reduction in Salesforce management costs with AI-driven automation.
• 40% faster deployment of Salesforce enhancements and integrations.
• 24×7 proactive monitoring and incident resolution.
• Zero budget surprises with a fixed-cost, transparent pricing model.

By integrating Salesforce with SmartSource, the client achieved a cost-efficient, AI-powered CRM ecosystem with seamless IT alignment. With proactive monitoring, automated workflows, and strategic talent allocation, Salesforce now operates as a high-performance, cost-optimized platform driving business growth.