Adapt and thrive in the expanding energy economy with responsive, personalised service that keeps customers at the centre. With Agentforce energy and utility companies engage customers, educate stakeholders, track assets, manage suppliers and mobilise the field, on the industry-leading CRM for utilities and energy companies.
Position your business for the future of energy with personalised service, unified customer and asset data and agile business processes with the Salesforce CRM for utilities and energy companies.
Learn how to create prompts for your business needs and bring them into the flow of work.
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Salesforce has become our global customer service platform. We can see everything we’re doing and everything we’ve done. It makes it easier for our people to do things in a standard way — and in a smarter way.
Terence SorrellBusiness Solutions Manager, Connected Home
Start building on Energy & Utilities Cloud for free with one of our trial environments, custom configured to suit your needs.
Customer relationship management (CRM) for utilities and energy industry is a system for managing all of your company’s interactions with current and potential customers and managing critical information like energy usage, billing, product adoption, trade ally transactions and field service data.
Energy and utilities businesses use CRM to augment billing and CIS systems with a more robust database to improve customer relationships, sales, field service and partner relationships, ultimately driving revenue and reducing operational costs.
Energy and utility companies pile software applications on top of a CIS system to to get a better view of customers, yet find it hard to connect all the data, processes and operational silos. A CRM for utilities and energy unifies processes on a single platform so teams can resolve issues faster.
Energy and utilities companies use a CRM to provide seamless, personalised service. An energy CRM can give agents more visibility into customers, build a robust sales or programme participation pipeline, better manage programme portfolios and deliver meaningful service experiences for the consumers.
Determine what you want an energy and utilities CRM to solve. It should integrate with existing billing and CIS information, usage and consumption information, key account or retail energy lead management, partner or trade ally performance management, embedded analytics and AI and more.
