Powering better experiences: How a utility giant reimagined CX with automation

A leading utility provider transformed its customer acquisition and cross-selling operations with a unified, automated lead management system, driving scalable growth and operational excellence.

Industry: Energy and Utilities

Challenge:

The client faced multiple challenges in increasing sales conversions, improving customer retention, and meeting an ambitious customer acquisition target by 2025. Fragmented sales channels, inefficient disconnection handling, and complex back-office processes created barriers to scale.

Solutions used:

  • Unified call management service for customer engagements
  • Integrated digital sales channels
  • Automation for back-office workflows
  • CRM integration and reporting

Tech stack

Salesforce

Genesys

Outbound manager

Impact

Increased turnover and sales conversion
Lowered customer churn
Reduced acquisition cost
Minimized fraud risk

Business problem

Immersive Journey

From digital-first engagement and self-service tools to eco-conscious billing and real-time energy insights, the utility industry is undergoing rapid transformation as customer expectations evolve toward more personalized, transparent, and sustainable service experiences. However, many utility providers continue to operate on legacy systems and disjointed sales frameworks, leading to inefficiencies across customer acquisition and retention efforts. Fragmented lead management, siloed communication channels, and manual back-office processes make it cumbersome to convert leads, respond to disconnection requests efficiently, or cross-sell value-added services with precision.

For our client, a leading gas and electricity provider, these limitations became critical as they aimed for a huge customer acquisition target by 2025. Converting them to paying, long-term customers proved increasingly difficult due to inconsistent call handling, disconnected sales systems, and delayed service validation workflows. Additionally, the business faced elevated customer churn, high acquisition costs, and increased vulnerability to fraudulent activity; all of which hindered their ability to meet aggressive growth targets. To stay competitive and compliant, the client required a scalable, intelligent solution capable of unifying customer interactions, automating sales processes, and enabling faster, more efficient service delivery.

Bosch SDS in action

Blending industry-specific domain expertise and cutting-edge automation, Bosch SDS delivered a range of value-added lead management services tailored to unify customer engagement, streamline operational workflows, and strengthen compliance across the client’s utility sales ecosystem.

This multi-layered approach allowed the client to manage leads holistically—from initial contact to contract execution—with enhanced compliance and transparency.

A unified call management system to support cross-selling of electricity, gas, and value-added services, as well as handling retention and disconnection requests, through a single operational workflow.
Integrated multi-channel sales pipelines—both direct and indirect—ensuring seamless coordination across partner networks and digital channels.
Automating legal-compliant back-office process optimization to confirm sales and reduce bottlenecks in customer onboarding.
Real-time data synchronization and advanced reporting capabilities with the client's CRM system for actionable sales and service insights.
Customized Salesforce implementation and proprietary tooling—Genesys for omnichannel call handling, Outbound Manager for campaign execution, and Trasno for workflow automation.

Shaping timeless impact

Bosch SDS enabled the client to unlock measurable performance gains by transforming their sales and service landscape into an intelligent, future-ready system. By bridging the gap between customer experience and operational excellence, Bosch SDS helped the utility provider to become a more agile, data-driven organization.

Unified customer journey across touchpoints

Streamlined lead-to-conversion path with centralized tracking

Boosted sales and turnover via integrated digital and partner channels

Secure, auditable transactions and CRM integration

Stronger data governance and regulatory compliance posture

Improved customer lifetime value through targeted engagement

Faster response times through automated lead routing

Sharper pipeline visibility and forecast accuracy with unified sales systems

Faster, more accurate back-office operations

Strengthened fraud prevention through smart anomaly detection

The Bosch SDS edge

Immersive Journey

Bosch SDS delivered measurable gains by reengineering the client’s sales and customer engagement processes, turning every customer interaction into a strategic growth opportunity. Our approach combined best-of-breed platforms with custom-built tools, ensuring flexibility, scalability, and adaptability to evolving market conditions and regulatory standards. Bosch SDS also empowered the client to unlock rapid improvements in efficiency, customer engagement, and sales conversion—all while maintaining regulatory alignment and operational transparency. This future-ready lead management framework now forms the backbone of the client’s growth strategy, positioning them for success in a highly competitive and regulated market.

Immersive Journey
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© 2025 Bosch Global Software Technologies Private Limited
© 2025 Bosch Global Software Technologies Private Limited
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