USG Water Solutions
Salesforce
Confidential · Warren Equity Partners + USG Water Solutions

Unified AI & PE
Revenue Engine

How Salesforce converts 130+ field crews, stranded Claude AI insights, broken marketing attribution, and board-level blind spots into a single governed revenue machine across 48 states.

Sales Cloud HubSpot + Data Cloud Field Service Data Cloud Agentforce Tableau
130+
Field Crews
Across 48 states generating zero tracked cross-sell today
48
States
National footprint with no unified revenue attribution
150+
Annual Events
Manually scored, zero closed-loop attribution to revenue
11
WEP Portfolio Co.
Already on Salesforce — USG is next in the standard

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The Problem

Four Revenue Leaks
Draining USG Water's Growth

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Each card flips to show the direct Salesforce solution
Pain 1

Field Intelligence Gap

130+ field crews across 48 states email ad-hoc upsell observations. Zero prospect creation, zero attribution, zero pipeline provenance — entirely invisible cross-sell revenue escaping every quarter.

$0
Tracked Cross-Sell
0%
AE SLA Enforced
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Salesforce Solution

Field Service Mobile + Flow Orchestrator

→

Field tech logs photo + note during live visit — auto-creates tracked Opportunity on the parent Municipal Account

→

Flow routes to territory AE with 48-hr SLA timer + manager escalation

→

Opportunity Team Member preserves field tech attribution for incentive comp

PE Board Impact

Full pipeline provenance down to individual field visit — zero revenue blind spots.

Pain 2

Claude AI Stranded in Scripts

USG uses Claude Enterprise to extend renovation cycles from 5→7 years through digital twin asset modeling — protecting flat-fee margins. But these insights live in isolated prompt-driven scripts that trigger zero automated actions.

5→7yr
Cycle Extended
0
Automated Actions
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Salesforce Solution

Data Cloud + Agentforce (AWS Bedrock)

→

Zero-Copy Federation with Snowflake unifies asset telemetry — no duplicate integration

→

Agentforce ingests Claude asset-health scores → auto-drafts proposals, dispatches work orders, logs margin data

→

Enterprise security via Trust Layer — proven at CrowdStrike, RBC, Toyota

PE Board Impact

Monetizes existing AI investment — inspection telemetry → tracked revenue and dispatch actions automatically.

Pain 3

Broken Marketing Attribution

150+ annual events manually scored by hand. Attribution dissolves at the HubSpot → Oracle boundary. Municipal RFP tracking is fragmented — leadership cannot see win/loss velocity in real time.

150+
Events Manual
0%
Closed Attribution
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Salesforce Solution

HubSpot + Salesforce Data Cloud

→

Keep HubSpot — native connector syncs HubSpot campaign & event data into Salesforce in real time, zero data loss

→

Data Cloud unifies HubSpot touchpoints with CRM Opportunities — Campaign Influence auto-tracks every event attendee through close

→

Flow-automated RFP stages with mandatory win/loss reason codes across all 150+ annual municipal bid cycles

No rip and replace — closed-loop attribution on top of your existing HubSpot workflow.

Pain 4

Board Visibility Gap

Warren Equity demands real-time visibility into regional pipelines, top 10 municipal renewal risks, and RFP response speeds. Currently requires manual stitching across 4+ disparate BI tools — with days of report lag.

4+
Siloed BI Tools
Days
Report Lag
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Salesforce Solution

Tableau + Data Cloud Zero-Copy

→

Tableau blends CRM pipeline, Field Service dispatch, and Snowflake asset data into one governed board view

→

Top 10 renewal risk, regional pipeline velocity, and RFP win/loss — live, not day-old

→

Plug-and-play M&A integration standard across all 11 Warren Equity portfolio companies

From days-old stitched reports to live board intelligence — instantly.

The Platform

One Platform. Six Products.
Click Any Card to Go Deeper.

Click any card for full implementation detail

Sales Cloud

›

Auto-created Opportunities, AE routing, SLA enforcement, Opportunity Team attribution.

Field Cross-Sell → Pipeline

HubSpot Integration

›

Native HubSpot ↔ Salesforce connector. Keep your marketing workflow — add closed-loop revenue attribution.

HubSpot → Attribution

Field Service

›

Mobile photo/note capture during live visits. AI-triggered dispatch. Full crew-to-revenue traceability.

Field Visit → Revenue

Data Cloud

›

Zero-Copy Federation with Snowflake. Unified asset, service, and CRM data without duplication.

Snowflake ↔ CRM Live

Agentforce

›

Model-agnostic AI via Trust Layer + AWS Bedrock. Claude scores → automated proposals, dispatch, and margin logs.

Claude AI → Auto Actions

Tableau

›

Board-level dashboards fed by Data Cloud. One governed view for Warren Equity: pipeline, renewals, RFP velocity.

PE Board → Live Intel
USG Water field crew
Pillar 1

Field Crew Intelligence
→ Tracked Revenue

Today: Zero Tracking

A field tech notices crumbling concrete on a clarifier. He emails his supervisor. Observation goes nowhere — no prospect, no pipeline, no attribution, no follow-up SLA. Revenue evaporates.

Click to advance the data flow

Step 1 of 3
Step 1

Field Service Mobile

Photo + note logged during live site visit, geo-tagged to Account.

•Photo: crumbling concrete clarifier
•Condition code + urgency tagged
•Linked to Houston MUD #1 Account
•Flow Orchestrator triggered instantly
Step 2

Flow Orchestrator

Opportunity auto-created, AE assigned, SLA timer starts, escalation queued.

•Opportunity: "Clarifier Rehab - Houston MUD"
•48-hr AE follow-up SLA timer starts
•Manager escalation at 72 hrs if no action
Step 3

AE Attribution

AE owns opp. Tech gets Opp Team credit. Full pipeline provenance established.

•AE notified via push + task
•Field tech: Opportunity Team (Originator)
•Board sees: field visit → $1.2M pipeline

Warren Equity Board ROI

Converts informal field observations into a trackable revenue funnel — complete pipeline provenance down to individual site visits across all 48 states. Eliminates "flying blind" in expansion markets.

Pillar 2

Closed-Loop Attribution
Across 150+ Annual Events

Before: Broken Attribution

HubSpot → Oracle: Contact history, lead scores, and campaign touch data lost at every system boundary

150+ events manually scored by staff — inconsistent, time-lagged, untied to CRM pipeline

Municipal RFP tracking fragmented — no stage history, no win/loss reason codes, no velocity data

After: HubSpot + Salesforce Attribution

Keep HubSpot — native connector syncs HubSpot campaigns, contacts, and event data into Salesforce CRM in real time, zero data loss

Campaign Influence rollups automatically track every HubSpot event touchpoint from first click through Opportunity close

Flow-automated RFP stages with mandatory win/loss codes at every transition across all bid cycles

150+
Events Auto-Scored
100%
Attribution Captured
Live
Win/Loss Velocity
0
Handoff Data Loss
USG Water treatment plant
Pillar 3

Claude → Agentforce
Enterprise AI Architecture

Click each layer to expand implementation details

Snowflake Data Lake

Data Source

Asset Telemetry · Service History · Digital Twin Models · Contract Data

USG's existing Snowflake environment holds all Claude-processed asset-health scores, inspection imagery embeddings, and renovation cycle predictions. Data Cloud federates this via Zero-Copy — no ETL, no duplication, no lag.

Data Cloud — Zero-Copy Federation

Unification

Unified Customer & Asset Profiles · Real-Time Streaming · AI-Ready Segmentation

Zero-Copy means Snowflake data is accessed in place — no copying, no sync jobs, no data contracts to maintain. Unified profiles combine CRM contacts, asset health scores, and service histories into a single governable record.

Trust Layer + Claude AI (AWS Bedrock)

Intelligence

Asset Health Scoring · Digital Twin Analysis · Model-Agnostic · Zero Data Retention

Evaluation-stage architecture for October review. Agentforce operates model-agnostically via AWS Bedrock — the same enterprise stack used by CrowdStrike, RBC, and Toyota. Customer prompts never leave the Trust Layer boundary.

Agentforce Orchestration

Automation

AI Signal → Proposal Draft · Work Order Dispatch · Margin Log

When Claude scores an asset as "degradation risk within 18 months," Agentforce automatically: drafts a Sales Cloud proposal, creates a Field Service work order, and logs the contract margin-preservation action — all in under 60 seconds.
Sales Cloud
Proposal Drafts
Service Cloud
Work Order Dispatch
Field Service
Crew Dispatch
Pillar 4

Warren Equity Board-Ready
Intelligence — Live

USG
Salesforce
Warren Equity Partners — Executive Dashboard Live · Tableau + Data Cloud
Powered by Salesforce · Snowflake Zero-Copy
# Municipal Account Days to Renewal Contract Value Risk Score Status
1Denver Metro Water District45 days$3.1M
94
CRITICAL
2Houston MUD #185 days$2.4M
87
HIGH
3Atlanta Watershed Management112 days$1.8M
82
HIGH
4Phoenix Water Resources Dept.178 days$1.2M
61
MEDIUM
5Charlotte Stormwater Services200 days$890K
55
MEDIUM
6Dallas Water Services220 days$1.5M
48
MEDIUM
7Tampa Bay Water Authority255 days$670K
34
LOW
8Greater Seattle Utilities280 days$945K
28
LOW
9Miami-Dade DERM310 days$520K
19
LOW
10St. Louis MSD330 days$380K
12
LOW
Powered by Tableau + Data Cloud · Live Snowflake Sync ⚠ 3 accounts require immediate action
Total Pipeline
$31.4M
QoQ Growth
+18.3%
Top Region
Southeast +24%
Avg Deal Size
$628K

RFP Performance — Last 12 Months

Won34 bids · 34%
Lost41 bids · 41%
In Progress25 bids · 25%

Key Insight

Top loss reason: Slow RFP response time (39% of losses). Flow-automated stages + SLA enforcement projected to recover 8–12 bids annually.

$22M
Won Value
$28M
Lost Value
M&A Engine

The Warren Equity
Salesforce Standard

11 Warren Equity portfolio companies already run on Salesforce. USG Water joining the platform plugs into a pre-built M&A integration standard that the PE firm has operationalized across its entire portfolio — with proven implementation playbooks, cross-portfolio benchmarking, and exit-ready data governance.

✓ Live

Allied Power Group

Power infrastructure services

✓ Live

Vortex Companies

Underground infrastructure rehab

✓ Live

HydroMax USA

Hydro excavation services

✓ Live

Magnolia River

Utility engineering & compliance

✓ Live

StormTrap

Stormwater management systems

+6
Live

6 Additional Portfolio Companies

Infrastructure & utilities sector

USG
Next to Join

USG Water Solutions

Joining the Warren Equity Salesforce standard — gaining access to 11 implementation playbooks, cross-portfolio benchmarks, and an M&A-ready reporting foundation. <90 day onboarding target.

Next Steps

90-Day Path to
Revenue Capture

Starting with the October technical review — each phase delivers measurable ROI before the next begins.

Now → October 2026

Phase 1: Architecture Validation

Technical review of Claude → Agentforce architecture. Confirm Data Cloud + Snowflake Zero-Copy federation. Scope Field Service Mobile pilot with 10–15 crews.

Architecture ReviewPilot Scoping
1

October Milestone

Architecture sign-off & Field Service pilot go/no-go decision

Q4 Milestone

First tracked cross-sell opportunities from field observations. Attribution dashboard live for leadership.

2
Oct → Dec 2026

Phase 2: Pilot Deployment

15-crew Field Service Mobile pilot. HubSpot ↔ Salesforce connector live with Campaign Influence attribution. RFP stage flows with win/loss codes. Tableau board dashboards activated.

Field Service PilotHubSpot Attribution LiveTableau Board
Jan → Mar 2027

Phase 3: Full Revenue Engine

Full 130+ crew deployment. Agentforce live — Claude scores triggering automated proposals and dispatch. Snowflake ↔ Data Cloud federation complete. WEP board reporting standardized.

Full Crew DeployAgentforce LiveWEP Standard
3

March Milestone

Full revenue engine live: 130+ crews tracked, AI automating proposals, board viewing live intelligence.

USG Water

Ready to Schedule the October Review?

The next step is confirming the Data Cloud + Snowflake architecture and scoping the Field Service Mobile pilot with your technical team.

Confidential — Prepared for Warren Equity Partners & USG Water Solutions Leadership · September 2026
Architecture details presented as evaluation-stage for October review. Subject to Salesforce product roadmap confirmation.