Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard.

Energy & Utilities Cloud

Lead the energy transition with Energy & Utilities Cloud. Maximize your operational efficiency, growth, and sustainability initiatives with built-in automation, intelligence, and real-time data — all on one platform designed for this evolving industry.

Scale service and boost productivity with AI-powered automation.

Empower agents with smart, intuitive tools to get up to speed quickly and have full customer insight and next best actions at their fingertips. Automate and unify digital self-service, AI-driven chat, and integrated multi-channel experiences.

A dashboarrd displaying customer account with focus on billing and usage  and usage overview.

Speed up case resolution with quick answers to complex customer questions and automated approvals, and close deals faster with customized close plans for every opportunity and personalized emails to prospects.

Einstein with a console displaying 2022 Energy Sales.

Impress your customers with a one-stop shop for your utility customer to check their bills, sign up for autopay, enroll in programs, purchase products and services, and much more.

A sign in console next to Energy Utility Trends bar graph.
A dashboarrd displaying customer account with focus on billing and usage  and usage overview.
Einstein with a console displaying 2022 Energy Sales.
A sign in console next to Energy Utility Trends bar graph.

Grow revenue with trusted data and relationships.

Whether you are a retail energy company or a regulated utility, and regardless of if your customer is a homeowner or a business, always deliver the perfect quote with our industry specific CPQ for advanced order capture, guided selling, multi-site, commodity, and non-commodity products and services.

A console with a 'Needs Attention' prompt along with Actions and Recommendations.

Easily manage and automate all aspects of the order lifecycle, including order capture, complex fulfillment, shipping, payment processing, and service in one central hub to accelerate time to market and streamline switching processes.

A console to create an account next to the plans available.

Engage the right prospects with less effort, with AI recommendations on your next best action and with insights from emails and calls. Accelerate conversion rates by surfacing top leads automatically and generating customized action plans and offers personalized to your customers.

Eintein chatbox showing resolution of a customer query.
A console with a 'Needs Attention' prompt along with Actions and Recommendations.
A console to create an account next to the plans available.
Eintein chatbox showing resolution of a customer query.

Optimize cost to serve with flawless experiences and operations

Easily and quickly build, deploy, and manage your operations with a comprehensive data model covering everything needed for the energy and utility industry, from sales to customer and field service in both competitive and regulated markets.

An Energy and Ulitities data model to help customers deploy, build, and manage operations.

Boost productivity for customer service agents and field service teams by giving them one, AI-powered workspace to manage support cases, major incidents, and jobs in the field with a complete view of every customer.

An enrollment program with details about the program and a products to install section.

Improve customer and employee satisfaction by shifting from reactive to proactive service. Track assets in real time, automate predictive maintenance, and digitize the entire work order lifecycle, from creating and assigning to executing and debriefing orders.

A console with product details for an EV charger.

Stay one step ahead of major disruptions with incident management best practices built directly into Energy & Utilities Cloud. Diagnose and resolve incidents faster with the right tools and all case, incident, customer and asset data in one unified workspace.

A console for Service Console with focus on Work Plans.
An Energy and Ulitities data model to help customers deploy, build, and manage operations.
An enrollment program with details about the program and a products to install section.
A console with product details for an EV charger.
A console for Service Console with focus on Work Plans.

Reach sustainability goals faster with clean energy programs and products.

Track progress and act on all energy savings or conservation programs in one management console to help optimize grid, water, and gas operations. Enable your customers to search for personalized programs and quickly apply.

A console for EV Charge with program overview details.

Drive stakeholder engagement with a streamlined, external-facing portal where your contractors can view and update their partner accounts, enroll in clean energy programs, and collaborate with utility service companies.

A console with focus on Programs and product details on Total Home Comfort.

Guide customers toward a sustainable future by letting them compare products, offers, and service rates and guide them with relevant articles and resources, so that they can make informed decisions about their purchases.

A console for How to launch and sell with an image of a power customer.
A console for EV Charge with program overview details.
A console with focus on Programs and product details on Total Home Comfort.
A console for How to launch and sell with an image of a power customer.

Get the most out of energy and utilities solutions with industry-savvy partners and experts.

A smiling woman sitting in front of a computer chats with a support representative.

Everything you need to maximize ROI.

From support, expert guidance, and resources to our trusted partner ecosystem, we’re here to help you get more value from Salesforce in the AI era.

Energy and Utilities Cloud FAQ

Energy and Utilities Cloud is the best of Salesforce CRM, designed specifically for the energy and utility industry. Energy and Utilities Cloud gives utilities prebuilt applications with user experiences, automation, and integration designed based on industry best practices.

Electric, gas and water utilities, retail energy suppliers, and renewable energy companies use Energy and Utilities Cloud when they want Salesforce CRM built just for the business needs of energy and utility companies and their customers.

Instead of expensive in-house customization, utilities can reduce development costs with the prebuilt Energy and Utilities Cloud applications. CRM helps increase operational efficiency, customer engagement, and sustainability with automation and real-time data — all on one platform.

Utilities can integrate Energy and Utilities Cloud with all the major utility billing and customer information systems (CIS) with pre-built integration processes, MuleSoft, or via APIs to extend and augment this essential customer data.

If you are an existing Salesforce customer, talk to your Salesforce Account Team or Consultant to learn more. Otherwise, start with our free trial here or call us at 1-800-667-6389 to discuss your needs. We also offer several advisory, adoption, and support plans, learn more about Success Plans.

First, evalute the needs of your business, see if you need to boost sales, personalize customer engagements, scale service interactions, or streamline operations and field service. Our Energy and Utilities Cloud has a variety of editions you can customize to your business needs.