Growth and a Greener Future for Energy Companies.
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Salesforce Energy & Utilities Cloud Helps Companies Grow While Protecting the Environment
Energy &
Renewable Energy
Adapt to technological change, regulatory demands, and sustainability goals by centralizing data, automating compliance, and integrating predictive analytics. Drive grid modernization with real-time tracking and streamlined project management for clean energy initiatives. As an energy retailer, respond to trends like smart metering, flexible billing, and EV charging through unified customer journeys and automated processes.
Oil & Gas
Companies
Operate seamlessly across the value chain, from exploration and production of hydrocarbons to refining and transportation of finished products. Manage a significant transition to cleaner energy and adopt environmental, social, and governance (ESG) principles to reduce emissions and support sustainability goals.
Hydropower
Industry
Enable clean energy delivery and grid stability while streamlining water supply, treatment, and wastewater operations. Support resource efficiency by connecting hydropower with other energy and utility sectors, boosting system flexibility and maximizing renewable resource use.
Salesforce Solutions for a Smarter,
More Sustainable Energy Sector
Customer 360
Gain complete visibility into every relationship, whether with residential energy users, commercial clients, or grid partners. Track all interactions, service requests, usage patterns, and contract details on one centralized platform. Connect with customers and partners across all channels — from call centers and field service visits to online portals and mobile apps — to ensure consistent, informed communication at every touchpoint throughout the energy value chain.
Customer Self-Service
Give your customers 24/7 control with intuitive self-service options offering access to essential services and information-anytime, anywhere.
With AI-powered Agentforce, customers can get instant support, manage billing and payments, and submit service requests without waiting on hold. Real-time usage monitoring lets users track their energy consumption. Customers can easily manage cases and follow up on service requests.
A reliable document management system gives customers and partners access to contracts, invoices, and important notifications, streamlining communication and reducing paperwork.
Intelligent CPQ
Generate accurate, customized quotes for complex energy products and services quickly. Leverage real-time market data and smart metering insights to deliver dynamic, competitive pricing.
Integrate directly with energy market platforms to ensure your quotes reflect the latest rates and regulatory requirements. Provide tailored clean energy contracts and flexible plans that meet the evolving needs of residential, commercial, and industrial customers.
Use end-to-end Quote-to-Cash automation to streamline approvals, contract generation, and billing, thereby speeding up deal cycles.
Seamless Integrations
Facilitate data exchange between critical systems for regulatory reporting, smart metering, and billing by connecting dedicated CRM for energy companies. Automatically sync customer and usage data for accurate invoicing and payment processes. Integrate real-time smart meter data to improve consumption tracking, enable dynamic pricing, and deliver proactive customer service.
Asset Management
Use advanced tools like Field Service Lightning to gain complete visibility into field operations and asset status. This empowers teams to respond quickly to incidents and service requests. Real-time monitoring and predictive analytics allow you to track asset health, detect issues before they escalate, and plan proactive maintenance, reducing downtime and extending asset life. Route optimization and fleet tracking ensure that technicians are dispatched efficiently. Mobile workforce management features enable seamless coordination between office staff and field teams, allowing technicians to access work orders, asset data and incident reports remotely.
Contract Lifecycle Management (CLM)
Streamline every stage of your contract process, automate renewals, and ensure that no opportunity is missed. Keep your agreements up to date with minimal manual effort. Effectively identify cross-sell and up-sell opportunities by tracking contract terms, customer preferences, and service histories. This enables your team to offer tailored solutions that drive additional value. Robust document management keeps all contracts, amendments, and related documents organized, accessible, and secure.
ESG & Sustainability
Achieve your sustainability goals by tracking key ESG metrics. Gain real-time insight into your company’s environmental impact and social responsibility initiatives. Use automated data collection and reporting to monitor emissions from fleet operations and other critical assets, and identify opportunities to reduce your carbon footprint. Centralize documentation, progress tracking, and reporting to optimize the management of ESG programs and demonstrate accountability and transparency to stakeholders.
Broker & Partner Portals
Provide contractors, brokers, and partners with a secure, centralized platform to access real-time information, manage deals, and track project progress. Facilitate efficient communication and document sharing to ensure that everyone stays aligned from the initial inquiry to the completion of the contract.
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