Energy storage consortium · Salesforce + ArcGIS
Energy Storage Consortium: Global Ecosystem Map
- $20,000-$30,000 annual savings
- Scalable global visualization
- Secure member portal
- Real-time ecosystem updates
Energy CRM
Salesforce for Renewable Energy & Energy Storage
Run projects, members and partners from one system, put your ecosystem on a map and give every stakeholder the view they need. Brazen Group runs NY-BEST, G&S Solar and Sologistics on Salesforce.
- AppExchange rating
- 5.0
- AppExchange rating
- Salesforce certifications
- 100+
- Salesforce certifications
- as a Salesforce Partner
- 10 Years
- as a Salesforce Partner
Why Energy Organizations Choose Salesforce with Brazen Group
Your ecosystem on a map
NY-BEST’s ArcGIS-powered global map, integrated with Salesforce, with $20K–$30K in annual savings reported.
Kept on for the long run
Sologistics moved from the build to Brazen Group as its long-term Salesforce support partner.
AI with guardrails
Agentforce and Claude on your Salesforce data, scoped in a fixed-price Claudeforce Assessment.
A 5.0-rated Salesforce partner
100+ Salesforce certifications and 10 years as a Salesforce Partner, rated 5.0 on AppExchange.
Projects from design to permit
Track every project through design, engineering, permitting and installation, with tasks and deadlines no one has to chase.
Talk to us about project workflowsCapabilities
- Project stages with tasks, owners and due dates
- Documents and permits attached to each project
- Automated handoffs between design, engineering and field teams
- Dashboards on pipeline, stage times and bottlenecks
Controls
- Required steps completed before a project moves on
- A history of every stage change
Ecosystem maps and member portals
Show who’s who in your ecosystem, filtered by category, industry and location, straight from your Salesforce data.
Read the NY-BEST case studyCapabilities
- ArcGIS maps fed by Salesforce records, as built for NY-BEST
- Filters by category, industry type and geography
- Member and public portals on Experience Cloud
- The map updated as soon as records change
Controls
- Only published records appear publicly
- Members see and edit only their own profile
Members, partners and funders
Keep every relationship in one place: members, installers, investors and agencies, each with the right view.
See Salesforce for public sector and energyCapabilities
- Organizations, contacts and relationships in one CRM
- Membership levels, renewals and events
- Partner and installer records with their projects
- Reports for boards and funders from live data
Controls
- Access by role for staff, partners and members
- Duplicate checks when records are created
AI and innovation for energy organizations
Spend less time assembling updates and more time moving projects.
See the Claudeforce AssessmentCapabilities
- Claude summarizes project status and drafts stakeholder updates for your team to review
- Ask for pipeline, stage times or member numbers in plain language
- Agentforce agents that answer routine member and partner questions
Controls
- A person reviews anything AI drafts before it goes out
- Built on your existing Salesforce permissions
Implementation and long-term support
Start with the processes that matter most and grow from there. We plan the rollout with you, migrate and connect your data, train your team and stay on for support, as we have for Sologistics.
See Salesforce implementation servicesCapabilities
- Discovery workshops that map your real processes
- Configuration first, custom development only where it pays off
- Data migration and integration through APIs or Jitterbit
- Training, adoption support and ongoing optimization
Controls
- Sandboxes and testing before anything reaches production
- Admin training and documentation at hand-over
The Salesforce Tools Energy Organizations Use
One customer record, shared by your teams and the portals your customers use.
- Sales Cloud
- Experience Cloud
- Flow
- ArcGIS
- Reports and Dashboards
- Agentforce
Connected with
Odoo
Connect Salesforce to Odoo when the ERP runs there, so teams see orders, stock and invoices.
Claude
Ask your Salesforce data questions in plain language, with Claude connected to your org.
ArcGIS
Map your Salesforce records with ArcGIS, as for NY-BEST.
Salesforce Projects We’ve Delivered
Real client work, with the results each case study reports.
Solar project management · Salesforce
“Brazen Group initially built a system that solved our project management challenges. However, the deep trust and understanding they developed with our team led to a much longer partnership.”
Clients we work with
Salesforce
Salesforce
Salesforce
Related Industries
See Salesforce Working for Your Team
Tell us about your projects, members and partners and how you track them today. We’ll show you how it would work in Salesforce, and what it takes to get there.
- A walkthrough built around your programs, customers and processes
- An honest view of scope, phases and timeline
- Answers from certified Salesforce consultants
Talk to a Brazen Group expert
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce for Energy FAQ
What did Brazen Group build for NY-BEST?
A cost-effective, ArcGIS-powered global visualization of the energy storage ecosystem, integrated with Salesforce and published through Experience Cloud. The case study reports savings of $20,000–$30,000 a year.
Can Salesforce handle solar project workflows?
Yes. Sologistics manages design, engineering and permitting workflows on Salesforce, built by Brazen Group, which has supported it ever since.
Which energy organizations has Brazen Group worked with?
NY-BEST, G&S Solar and Sologistics, all on Salesforce.
Where does AI fit for energy organizations?
Agentforce agents can answer routine questions and route work inside Salesforce, and Claude can summarize records and draft replies over your Salesforce data, with a person reviewing before anything goes out. Our fixed-price Claudeforce Assessment shows where it would help your team first.
How long does a Salesforce implementation take?
It depends on how many teams, processes and integrations are in scope and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many energy organizations start with one team or program and expand in phases.
