Salesforce 
for Energy & Utilities

Gain complete visibility into every relationship, whether with residential energy users, commercial clients, or grid partners. Track all customer interactions, service requests, usage patterns, and contract details on one centralised platform. Connect with customers and partners across all channels — from call centres and field service visits to online portals and mobile apps — to ensure consistent, informed communication at every touchpoint throughout the energy value chain.

Give your customers 24/7 control with intuitive self-service options offering access to essential services and information—anytime, anywhere. With AI-powered Agentforce, customers can get instant support, manage billing and payments, and submit service requests without waiting on hold. Real-time usage monitoring lets users track their energy consumption. Customers can easily manage cases and follow up on service requests. A reliable document management system gives customers and partners access to contracts, invoices, and important notifications.

Generate accurate, customised quotes for complex energy products and services quickly. Leverage real-time market data and smart metering insights to deliver dynamic, competitive pricing. Integrate directly with energy market platforms to ensure your quotes reflect the latest rates and regulatory requirements. Provide tailored clean energy contracts and flexible plans that meet the evolving needs of residential, commercial, and industrial customers. Use end-to-end Quote-to-Cash automation to streamline approvals, contract generation, and billing.

Facilitate data exchange between critical systems for regulatory reporting, smart metering, and billing by connecting dedicated CRM for energy companies. Automatically sync customer and usage data for accurate invoicing and payment processes. Integrate real-time smart meter data to improve consumption tracking, enable dynamic pricing, and deliver proactive customer service.

Use advanced tools like Field Service Lightning to gain complete visibility into field operations and asset status. This empowers teams to respond quickly to incidents and service requests. Real-time monitoring and predictive analytics allow you to track asset health, detect issues before they escalate, and plan proactive maintenance, reducing downtime and extending asset life. Route optimisation and fleet tracking ensure that technicians are dispatched efficiently.

Streamline every stage of your contract process, automate renewals, and ensure that no opportunity is missed. Keep your agreements up to date with minimal manual effort. Effectively identify cross-sell and up-sell opportunities by tracking contract terms, customer preferences, and service histories. This enables your team to offer tailored solutions that drive additional value and improve customer experience. Robust document management keeps all contracts, amendments, and related documents organised, accessible, and secure.

Achieve your sustainability goals by tracking key ESG metrics. Gain real-time insight into your company’s environmental impact and social responsibility initiatives. Use automated data collection and reporting to monitor emissions from fleet operations and other critical assets, and identify opportunities to reduce your carbon footprint. Centralise documentation, progress tracking, and reporting to optimise the management of ESG programs and demonstrate accountability and transparency to stakeholders.

Provide contractors, brokers, and partners with a secure, centralised platform to access real-time information, manage deals, and track project progress. Facilitate efficient communication and document sharing to ensure that everyone stays aligned from the initial inquiry to the completion of the contract.