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Energy sales console containing key insights.

Retail Energy Sales and Service

Be the first to convert your B2B energy customers with an energy broker CRM. Offer continuous customer value with agile pricing, forecasting, and portfolio optimization. AI- and data-driven quote-to-contract automation enable retail energy suppliers to offer bespoke B2B contracts in record time.

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The cloud platform for retail energy sales and service.

Equip your key account teams to engage their largest and most valuable customers with fast, personalized service. When winning and keeping energy customers depends on being the first to give a perfect quote, give your sales team better insight, more automation, and less friction.

Energy utility console containing all the essential customer details.

Accelerate time to market for new products and services.

Energy Industry Configure, Price, Quote (CPQ)

  • Grow your books with new energy offerings. Accelerate time to market for new products and service offerings, quickly generate accurate complex C&I quotes, and streamline order configuring, quoting, promotions, and discount approvals consistently across all channels.
  • Tailor promotions and discounts. Orchestrate your product catalog and customer systems to package and deliver segment-specific rebates, critical peak pricing triggers, or other time-dependent, high value offers.
  • Manage orders more responsively. Automate the offer and enrollment process to reduce configuration and fulfillment costs, with minimal dependency on legacy systems to keep up with dynamic offerings.
  • Enable multi-site quoting capabilities. Easily package complex, customized offers and optimize energy supply and rates for multi-site commercial and industrial energy customers.
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Billing and usage activity of an account.

Scale and innovate fast from your current systems.

Energy and Utilities Cloud

  • Utilize pre-built integrations to legacy systems. Reduce customization and configure with clicks, not code when you utilize pre-built integrations to legacy systems like SAP, proven batch integrations to SAP and Oracle, and declarative tools.
  • Streamline processes with minimal coding. Simplify real-time external data integration with a declarative, no-code ETL tool with data mapping and REST interfaces. Bring it all to the front office with guided customer interactions and personalized responses for any channel or device, all with minimal coding.
  • Reduce development time. Dramatically reduce development time when you take advantage of configurable business processes. In one click, download and deploy seamlessly alongside your existing enterprise integration platform of choice.
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Energy sales console containing key insights.

Super-charge your key account sales and service teams.

Sales Cloud for Energy and Utilities

  • Acquire fast and reduce churn. Deliver the perfect offer, every time. Be first to market with new offerings and onboard customers fast, without friction. Make customers feel valued and keep them from switching again by providing responsive, personalized service.
  • Automate Contract Lifecycle Management (CLM). Automate the contract lifecycle to reduce cycle times, keep cash flows moving, reduce risk, and make it easy for C&I customers. Standardize and digitize the contract process to reduce cost.
  • Enjoy a 360-degree view of each account. Stop agent swivel-chairing when you unify multiple customer data sources, analytics, and guided business processes into a single, intuitive view using Cards and Lightning Web Components.
  • Orchestrate your team. Workflow and data integration tools easily deliver intuitive, guided user experiences and orchestrate multiple agents from end to end, all focused on one thing: customer satisfaction.
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Complete your energy solution with these Salesforce products.

Field Service

Streamline field operations. Train a new energy workforce to improve on-site safety and efficiency.

Get the guide

Experience Cloud

Manage the growing ecosystem of energy service providers and stakeholders on our community portals.

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Einstein 1 and Data Cloud

Get AI insight from diverse data sources and automate workflows across your Salesforce applications.

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MuleSoft

Instantly connect a growing list of energy and utility applications and data with speed and scale.

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Tableau

Transform energy and customer data into actionable insights and processes.

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Revenue Cloud Configure Price Quote (CPQ) and Product Catalogs

Customize catalogs of new, non-commodity products and services on the world's leading CPQ

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Build the perfect retail energy and utility C&I sales and service solution with our help.

Get in touch today and our experts will guide you through the process, step by step:

  • Choose the right Salesforce for Energy and Utilities edition.
  • Add products/features needed, if not already included.
  • Customize the final result with apps, services, support.
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Get the most out of energy and utilities solutions with industry-savvy partners and experts.

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PwC consultant overview
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Energy and utilities trends and insights to help you thrive in the digital age.

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Ready to take the next step with Energy & Utilities Cloud?

Try for free.

Start building on Energy & Utilities Cloud for free with one of our trial environments, custom configured to suit your needs.

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Talk to an expert.

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Energy Broker CRM FAQ

CRM stands for Customer Relationship Management, a cloud-based tool that helps energy brokers and retail energy suppliers improve customer relationships and streamline operations. Energy broker CRM provides a user-friendly dashboard that allows brokers to manage their entire business pipeline.

CRM for energy brokers and retail energy suppliers helps them convert their B2B commercial and industrial energy customers and continue to offer customer value with agile pricing, forecasting and portfolio optimization.

CRM software with AI allows energy brokers to quickly gather more data for complex, multi-site B2B contracts so their agents can get the contract faster. Manual processes often take weeks, when AI and automation can deliver a complex, multi-site quote with optimized business outcomes in days.

Determine what you want a CRM to solve. A comprehensive CRM for energy brokers should include functionality like: a configure-price-quote (CPQ) engine, enterprise product catalog, multi-site quoting, ability to ingest dynamic market pricing data in real time, embedded analytics and AI, and more.