Adapt and thrive in a changing economy with digital transformation that keeps customers at the center. Engage customers, educate stakeholders, track assets, manage suppliers and mobilize the field, on the industry-leading CRM for utilities and energy companies.
Position your business for the future of energy with personalized service, unified customer and asset data, and agile business processes with the Salesforce CRM for utilities and energy companies.
Create seamless utility customer experiences and upskill your contact center agents at scale.
Empower agents with intuitive tools, 360-degree insights, and AI Copilots at their fingertips.
Optimize contracts and be the first to get the perfect quote to retail energy business customers.
Customize energy offers and advisory services for high-value commercial and industrial (C&I) accounts.
Drive engagement and connect customers with energy efficiency and electrification resources.
Quickly integrate existing data from legacy utility CIS to extend digital and cloud capabilities.
Unlock and un-silo all your data securely and in the right time.
Orchestrate multiple sales and service systems and manage customer profiles in a single view.
Give mobile-enabled utility field teams real time insight for safe and responsive customer care.
Manage critical assets for emergency services, testing and inspections, and short- medium- and long-cycle work.
Engage suppliers and trade allies with instant project status, seamless approvals and faster reimbursements.
Deflect contact center calls with mobile-enabled energy services, automated issue resolution and tailored offers.
From support, expert guidance, and resources to our partners on AppExchange, the Success Ecosystem is here to help you unlock the full power of your investment.
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 and 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, personalized service. An energy CRM can give agents more visibility into customers, build a robust sales or program participation pipeline, better manage program 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.
