MRE Consulting: Partnering Across Industries to Maximize Salesforce Investments and Reduce Technical Debt

MRE Consulting

Subi Philip, Partner, Salesforce Practice and Jennifer Rivero, Director, Marketing, MRE ConsultingSubi Philip, Partner, Salesforce Practice and Jennifer Rivero, Director, Marketing
With nearly three decades of technology and business consulting experience, MRE Consulting has become one of the most sought-after Salesforce consultants. Founded as an ECTRM organization providing energy and commodity trading applications, the company recognized a growing need to help companies navigate digital transformation and expanded to provide customized Salesforce solutions and expertise to address back-office needs and augment sales, service, and marketing efforts. MRE operates as a true business partner, dedicated to helping clients become self-sufficient using seamlessly integrated solutions and empowering them to continually evolve to meet the needs of their business.

with CIO Applications, Subi Philip and Jennifer Rivero— who preside over MRE as its Salesforce Practice Partner and Marketing Director—share valuable insights on how the company’s unique Salesforce expertise helps clients maximize their technology investments to better serve customers across industries, including oil and gas utilities, financial services, manufacturing, and healthcare.

Improving Customer Service and Enabling Growth with Salesforce

One of the most common hurdles facing MRE clients is that they often don’t know what they don’t know about their Salesforce platform.

“Salesforce is unique and encircles a vast ecosystem so it’s not surprising that companies are often unaware of just how much the platform can do for them and whether they need to build a solution from scratch or buy an existing module to leverage it,” said Philip. “Optimizing the platform’s potential and leveraging it to meet unique business needs requires expertise in both technology and business processes. MRE Consulting provides a strong bench of expertise in both.”

The company’s customer-centric consultants are highly trained and certified, each bringing an average of ten years of consulting experience to help clients understand Salesforce technology and its potential. They utilize a business challenge methodology to identify an organization’s pain points and pinpoint opportunities for maximizing its Salesforce investment to address them.

“Leveraging fine-tuned best practices and interactive workshops, we analyze a client’s specific business challenges, for instance, whether they are looking to increase revenue, optimize their workforce or create new efficiencies to cut costs, and then review their roadmaps to understand how best to optimize their processes to help them meet their goals,” said Phillip. “Working with their tech team, we identify skill and tech gaps and align our recommendations with stakeholder expectations and objectives to continually drive improvements.”

Passionate about customer success, the MRE team partners with clients to design and implement solutions while delivering quality assurance, for instance keeping teams updated on project status, and continually monitoring, mitigating, and communicating risks as they emerge. The company also works with change management and client training within organizations to manage the rollout of new processes and ensures ongoing self-serviced support for new solutions. “Becoming self-sufficient in a solution we created for or with them is critical to success,” said Rivero.

“By helping clients build their internal capabilities and empowering them to manage their investment, we demonstrate our commitment to their business and earn their trust, helping to establish a rewarding, long-term relationship.”

MRE Consulting Customer Spotlights

MRE provides customized solutions and support to clients across industries. Client success illustrates the strength of MRE partnerships and its ability to address distinct business challenges:

One organization, a global industrial services company, faced invisibility, optimization, and traceability challenges when providing quotes and contracts to its customers. It was saddled with multiple legacy systems and still using manual spreadsheets to generate quotes for new business. As a result, contracts were issued to customers without the appropriate review or approvals, putting the company at risk and resulting in significant monetary loss.

To mitigate risk and protect the company’s bottom line, MRE built a centralized solution within Salesforce, optimizing a CPQ module and leveraging process approvals and integrations within their back-end system to pull standardized pricing products and contracts into the system to better manage product quoting. It also created standardized templates and formats for pricing, quotes, and approvals. As a result, all quotes and contracts follow a predefined process with executive approvals before they are submitted to customers. The solution resulted in a tighter, safer business process and significant improvement in revenue growth.

Another MRE client, a leading North American distributor of Electricity & Natural Gas, shares a similar success, partnering with MRE and leveraging Salesforce to optimize customer service calls. MRE built a customer-centric, A.I.- powered chatbot that verifies caller identification and helps their customers with common requests, such as paying a bill, checking account balance, or submitting a request for follow up. The chatbot enhances the company’s customer service and deflects about 10,000 calls from the company’s help desk monthly, saving the company approximately $30,000 a month from call deflection.

MRE’s services and solutions enable our clients to be selfsufficient in their business processes


MRE Consulting’s Diverse Industry Expertise and Strong Corporate Culture Drive Innovation

In addition to its impressive bench of expertise, MRE’s supportive corporate culture and values provide differentiation and competitive edge. The company fosters a nurturing environment and prides itself on upholding transparency and honesty, qualities its teams extend to client relationships.

MRE is committed to improving to meet customers’ evolving business needs through continuous learning. Consultants regularly meet in small groups to share their Salesforce learnings and stay up to date on the latest innovations.

“Our true differentiator is that we are truly vested in customer-centricity,” said Rivero. “We are driven, passionate, and committed to helping our clients succeed by delivering a deep functional understanding that is backed by decades of business and technical experience and a commitment to doing the right thing.”

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