Overview
Boutique Salesforce System Integrator (SI) (~200 employees) specializing in the energy and utilities sector.

Challenge
The SI needed to increase visibility within the Salesforce ecosystem, establish meaningful PAM relationships, and develop targeted campaigns to showcase their expertise and drive client engagement. Existing relationships had been transactional and they didn’t have insight into the partner organization at Salesforce.

Results
Koopal Consulting’s strategy delivered:

• First-ever meeting with a Salesforce PAM, unlocking new collaboration opportunities.

• A comprehensive roadmap aligning business goals with market positioning.

• Targeted campaigns driving significant engagement at Salesforce World Tour events.

• Industry-specific content demonstrating expertise in energy and utilities solutions.

Conclusion
Koopal Consulting enabled the SI to break into the Salesforce ecosystem, elevate their partner alignment, and position themselves as a thought leader in the energy and utilities sector. With a clear strategy and actionable results, the SI is now well-positioned for scalable growth and long-term success.