Clean Energy Program Management
Drive adoption in utility clean energy programs, connect your customers with energy efficiency and electrification resources, and streamline contractor participation with a CRM and AI on the Salesforce platform.
One platform for all your energy program management needs.
Energy & Utilities Cloud features clean energy program management capabilities on a shared CRM platform. With cost-saving automation, personalized insights, and real-time data, energy and water utilities can drive customer adoption to meet ambitious sustainability goals.
Powerful command center for program management.
Program Management Console
- Manage from a single administrative view. The Program Management Console pulls data and combines workflows from multiple sources into a single dashboard view; creating a command center for everything from customer enrollment and participation to contractor management and order fulfillment.
- Track and report program impact in real time. Monitor and report on program goals like adoption, calculated energy savings, and rebate or incentive disbursements. Use up-to-date data to generate impact calculations based on accepted industry dataset libraries (e.g. eTRM, DEER).
- Manage budgets and subcontractors. Monitor contractor and supplier participation, verify work, streamline reimbursements and manage program budgets with Energy & Utilities Cloud and Experience Cloud.
- Un-silo your data. Unlock, connect, and secure data from wherever it lives to create both a 360-degree view of each customer and a full view of program performance. All this can be built with clicks, not code, using Salesforce OmniScripts and preconfigured integrations for energy from MuleSoft.
Personalized customer self-service experience.
Customer Self-Serve Portal
- Streamline enrollment and eligibility. Digitalize the application process, automate verifications and approvals, and guide enrollment with personalized filters and nudges to ensure accuracy and eligibility.
- Keep customers engaged and active. Inspire customers on their sustainability journey with timely reminders, rewards, and offerings filtered and tailored to their preferences and goals.
- Deliver seamless service anytime, anywhere. Integrate into each customer's utility account and offer 24/7 program support with web- and chat-enabled service on any mobile device.
Optimized contractor and trade ally participation.
Contractor Portal
- Connect service providers with customers. Create and manage a clearinghouse of participating service providers and interested customers for energy efficiency, electrification, EV, and installation services.
- Accelerate and scale productivity. Upload work packages in bulk as contractors increase the scale and volume of installations, inspections, and retrofit work.
- Streamline contractor reimbursements. Apply AI and automation to streamline rebate applications, work verifications, and invoicing, so contractors and trade allies get reimbursed quickly — and you stay on top of your program budget — even as the volume of work grows.
Complete your energy solution with these Salesforce products.
Energy & Utilities Cloud
The leading Data, AI and Relationship Management platform for energy and utility enterprises.
Field Service
Streamline field operations. Train a new energy workforce to improve on-site safety and efficiency.
Einstein 1 and Data Cloud
Get AI insight from diverse data sources and automate workflows across your Salesforce applications.
MuleSoft
Instantly connect a growing list of energy and utility applications and data with speed and scale.
Tableau
Transform energy and customer data into actionable insights and processes.
Revenue Cloud Configure Price Quote (CPQ) and Product Catatalogs
Customize catalogs of new, non-commodity products and services on the world's leading CPQ.
Build the perfect clean energy program management 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
Around 90% of the new generators we are supporting are delivering greener and cleaner energy.
Dave AdkinsHead of ConnectNow, National Grid
Get the most out of energy and utilities solutions with industry-savvy partners and experts.
Energy & Utilities trends and insights to help you thrive in the digital age.
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Energy Customer and Asset Management FAQ
Energy management is the proactive and systematic monitoring, control, and optimization of energy consumption. Utility programs use administrative and data collection tools to incentivize energy management by coordinating with customers, contractors, and suppliers to conserve use and decrease costs.
When utilities run energy efficiency, demand response, or incentive programs for electrification, they need administrative and data collection tools to assess whether they are effectively meeting regulatory and customer participation goals, optimizing energy consumption, and decreasing energy costs.
Utilities stitch together software applications to help them run various aspects of their programs. Having one platform to bring these applications together in a single control panel helps them continually assess whether they are meeting their net zero goals in time and on budget.
Determine what you want to solve with program management software. A renewable energy asset management software CRM can fulfill many program management administrative needs while extending benefits to the overall utility customer experience with a wide range of functionalities.
