Codel – Gas contract and fixation management on Salesforce
A tailor-made Salesforce solution for the gas market
Codel manages gas supply contracts and price fixation operations on a daily basis, a business where every step must be precise and traceable. Yelido developed, directly within Salesforce, a solution that structures this entire commercial cycle.
Sales teams create their opportunities in just a few clicks, whether it is a new contract or a price fixation attached to an existing contract. All the data is centralized in one place, in the tool the sales teams already use.
From won opportunity to contract, with no re-entry
Automation is at the heart of the solution. As soon as an opportunity is won, the solution automatically generates the contract, its line items and the associated fixation records, with no manual re-entry. The information captured during the sale is carried over as is, which avoids errors and saves valuable time.
The solution also produces the PDF documents intended for the customer, automatically personalized according to the customer’s language (French, Dutch or English) and the pricing type. The right document is therefore always generated, in the right language, ready to be sent.
A reliable and scalable foundation
Built as a native extension of Salesforce, the solution depends on no external tool, which makes it simple to maintain and robust over time. It relies on Yelido’s quality standards, with automated tests and a controlled deployment process that secures every change.
The project was carried out in close collaboration with Codel’s teams, to stay as close as possible to their business and deliver a tool truly suited to the way they work.