CUSTOMER STORY
How CenTrio Energy Built a Real-Time View of Its Entire Network
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Company Profile
CenTrio Energy is a leading district energy provider delivering centralized cooling and heating solutions to commercial, institutional, and industrial customers across the United States.
With a growing network of energy plants, underground pipe infrastructure, and customers spread across multiple cities, CenTrio needed a better way to visualize its entire operation. The company wanted more than reports and spreadsheets. It needed a real-time view of customers, prospects, infrastructure, and opportunities, all in one place.
The Challenge
CenTrio’s operations are inherently geographic, yet critical business information lived across multiple Salesforce records and reports.
Without a visual representation of its network, the team struggled to quickly answer questions like:
- Which prospects are closest to existing infrastructure?
- Where are customers located relative to plants and pipelines?
- Which contracts are approaching renewal?
- Where is aging equipment located?
- How does the sales pipeline look geographically?
Answering these questions required manually compiling reports and interpreting data that should have been immediately accessible.
CenTrio needed a smarter way to visualize its business and make faster, more informed decisions.
The Solution
AppSolve partnered with CenTrio Energy to build a custom Salesforce Heat Map that transformed Salesforce into a real-time geographic intelligence platform.
The solution provided a live map of CenTrio’s entire network, including:
- Plants and infrastructure
- Existing customers
- Prospective customers
- Sales opportunities
- Underground pipe networks
Additional capabilities included:
- Interactive filtering by customer type, sales stage, and service category
- Detailed location information with contracted demand, equipment age, and sales status
- Direct navigation between map locations and Salesforce records
- Exportable map views for leadership presentations and planning
The result was a single geographic view of the business, accessible directly inside Salesforce.
The Results
The custom Heat Map gave CenTrio’s team a completely new way to understand and manage its network.
Key outcomes included:
- Real-time visibility across customers, prospects, plants, and infrastructure
- Faster identification of high-potential opportunities
- Improved contract renewal planning using equipment age data
- Better geographic pipeline visibility
- Presentation-ready exports for leadership reporting
- One connected view of the business inside Salesforce
By replacing manual reporting with live geographic intelligence, CenTrio empowered its teams to make faster, better-informed decisions.
Solutions Utilized
AppSolve Heat Map
A custom geographic intelligence platform built inside Salesforce, providing a live, interactive view of customers, prospects, plants, and infrastructure.
Interactive Mapping & Filtering
Dynamic filtering by customer type, sales stage, and service category, allowing teams to focus on the opportunities that matter most.
Salesforce Record Integration
Direct navigation between the Heat Map and Salesforce Opportunity and Contract records for complete operational visibility.
Export & Reporting
Export filtered map views to PowerPoint or CSV for planning sessions, customer meetings, and executive reporting.
Final Outcome
CenTrio’s objective wasn’t simply to build a map.
It was to give its team a clearer understanding of its business.
By combining Salesforce with AppSolve’s custom Heat Map solution, CenTrio transformed disconnected operational data into real-time geographic intelligence. Teams can now identify opportunities, manage customer relationships, and plan network growth with greater speed and confidence, all from within the platform they already use every day.