Adapt legacy systems, unlock data, and automate processes at scale and speed to transform customer experience in energy and water companies. Salesforce for Energy & Utilities connects utility customers, partners, and field assets with the world’s most trusted data, AI and CRM platform.
Elevate utility customer experience, empower the clean energy workforce, and rally new delivery partners with a secure data and AI strategy — all on Salesforce for Energy & Utilities.
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
Here's how we charge up innovation in the power and utility industries.
Turn agents into advisors with digital tools that offer a 360-degree view of the customer. Engage customers across self-service, AI, and mobile channels for personalized service. And go beyond the contact center with next-generation field operations and customer experience.
Use data- and AI-driven tools to deliver quotes and rates faster and to navigate multi-site and multi-account structures. Evolve product and service offerings to increase customer acquisition and retention. Elevate customer engagements with personalized and streamlined field service.
Connect data and systems with scale and agility on an industry-leading platform. Extend legacy systems with out-of-the-box integrations to common utility CIS systems. Consolidate data from disparate sources and connect and automate workflows using clicks, not code.
Help customers reach their energy goals with clean energy and electrification programs (efficiency, EV, and solar). Drive new revenue, stay relevant, and increase trust by educating and partnering with customers to adopt sustainable energy solutions and non-commodity energy offerings.
The leading Data, AI and Relationship Management platform for energy and utility enterprises.
Streamline field operations. Train a new energy workforce to improve on-site safety and efficiency.
Manage the growing ecosystem of energy service providers and stakeholders on our community portals.
Instantly connect a growing list of energy and utility applications and data with speed and scale.
Transform energy and customer data into actionable insights and processes.
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 power and utility companies 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.
Power companies looking to improve customer experience, digitalize service, and expand their customer offers while reducing operating costs are looking for self-service and AI to help. A CRM like Energy and Utilities Cloud aligns teams to be more efficient and deliver personalized customer service.
A CRM for power companies can help you get a 360-degree view of your customers and their households and businesses, intelligently manage your products and services, build a robust retail sales or program participation pipeline, and deliver meaningful service experiences for energy consumers.
Determine what your energy and utilities CRM should solve. It should include functionality like integration with existing billing and CIS information, usage data, key account or retail energy lead management, partner or trade ally performance management, embedded analytics and AI, and more.
Utilities can integrate Energy & Utilities Cloud with all the major utility billing and customer information systems (CIS) with pre-built integration processes, with MuleSoft, or via APIs to extend and augment this essential customer data.
