Back to Insights
    Energy & Utilities | CPQ Implementation

    CPQ Transformation for a Leading Australian Energy Retailer

    Implementing CloudSense CPQ on Salesforce to automate complex B2B energy quoting — enabling dynamic tariff configuration, multi-site contract management, and streamlined enterprise sales processes for one of Australia's prominent energy retailers.

    1M+

    Customer Accounts

    B2B

    Enterprise Sales Focus

    55%

    Faster Quote Turnaround

    End-to-End

    CPQ Ecosystem

    Client Background

    A leading Australian energy retailer serving over one million residential and commercial customers across multiple states. The company offers electricity and gas products to both consumer and enterprise segments, with a growing focus on B2B commercial energy contracts requiring complex multi-site, multi-tariff configurations.

    Operating in the deregulated Australian energy market, the retailer competes on pricing flexibility, contract terms, and the ability to rapidly configure bespoke energy plans for large commercial and industrial customers with diverse consumption profiles.

    Company Profile

    Australian Energy Retailer
    1M+ Residential & Commercial Customers
    Electricity & Gas Products
    Multi-State Operations

    Why CPQ Over Standard Quoting?

    Standard Salesforce quoting couldn't handle the complexity of energy tariff structures, multi-site bundling, and regulatory pricing rules required for enterprise energy sales.

    Complex Tariff Configuration

    Energy plans involve time-of-use rates, demand charges, network tariffs, and environmental levies that vary by location and consumption tier — beyond standard quote line items.

    Multi-Site Bundling

    B2B customers often have dozens of sites with different meter types, load profiles, and contract terms that need consolidated pricing in a single proposal.

    Regulatory Pricing Rules

    State-level energy regulations dictate pricing boundaries, mandatory disclosures, and tariff structures that must be enforced during quote creation.

    Dynamic Margin Calculations

    Real-time wholesale market pricing, network costs, and retailer margins must be computed dynamically based on customer load profile and contract duration.

    Guided Selling Workflows

    Sales teams need structured product selection flows to configure the right energy plan based on customer size, industry, usage patterns, and site characteristics.

    Approval & Compliance Automation

    Complex discount structures and non-standard contract terms require multi-level approvals with full audit trails for regulatory compliance.

    Solution Implemented

    CloudSense CPQ on Salesforce — a purpose-built ISV solution for complex product configuration, pricing, and quoting in the telecommunications and energy sectors.

    Configured CloudSense CPQ to support complex energy product bundles including electricity, gas, and value-added services
    Built rule-based product configuration for tariff selection based on customer load profile, site location, and meter type
    Implemented dynamic pricing engine with wholesale market cost inputs, network charges, and retailer margin calculations
    Enabled multi-site quoting with consolidated pricing across diverse customer premises and consumption patterns
    Developed guided selling flows for sales teams to configure optimal energy plans based on customer requirements
    Integrated CPQ with billing and contract management systems for seamless quote-to-cash processing
    Configured approval workflows based on discount thresholds, non-standard terms, and pricing exceptions
    Built custom quote document templates with regulatory-compliant disclosures and energy-specific terms
    Enhanced CloudSense Solution Console with custom UI components for improved usability
    Developed JavaScript-based extensions for product-specific configurations beyond standard package capability
    Implemented subscription and contract renewal management for recurring energy agreements
    Coordinated agile delivery with CloudSense R&D for product-level enhancements identified during implementation

    Technology Stack

    Salesforce CRM

    Core platform for customer and opportunity management

    CloudSense CPQ

    ISV solution for complex product configuration and pricing

    JavaScript Extensions

    Custom scripts for energy-specific configurations

    Billing Integration

    Seamless connection to billing and contract systems

    Results & Impact

    Operational Benefits

    55% reduction in quote turnaround time for enterprise customers
    Eliminated manual tariff calculation errors with rule-based configuration
    Streamlined multi-site quoting from days to hours
    Full regulatory compliance with automated pricing disclosures

    Business Impact

    Increased B2B sales win rates with faster, more accurate proposals
    Improved sales team productivity with guided selling workflows
    Reduced revenue leakage through automated margin enforcement
    Scalable platform supporting growth in commercial customer base

    Ready to Transform Your Energy Sales Process?

    Let's discuss how CPQ can streamline your complex energy quoting and accelerate your sales cycle.

    We value your privacy

    We use cookies to enhance your browsing experience, analyse site traffic, and personalise content. You can choose which cookies you'd like to allow. Learn more