ENERGY & UTILITIES

Whether you’re an oil and gas company or energy provider, we have experience helping companies in the energy and utilities industry streamline service, sales, and customer operations with Salesforce. If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.

With Sales Cloud for the energy and utilities industry, you can automate the contract lifecycle and unify multiple customer data sources, analytics, and business processes into a single system. Quickly onboard customers and reduce churn by providing personalized service with agile pricing, forecasting, and portfolio optimization.

‍In Action: We guided our client through a digital transformation with Salesforce, streamlining their customer, lead, and product information into a single system with Sales Cloud. This consolidation eliminated inefficiencies that were slowing down their sales pipeline. As a result, their sales reps can now focus on closing more deals, driving growth and profitability.

Salesforce Experience Cloud gives you the ability to stay connected with your partners and customers through interactive portals. This greatly reduces the need for human interaction and speeds up communication. Contract Management Portals allow you to easily provide suppliers and trade allies with instant project status, seamless approvals and faster reimbursements while Customer Self Service Portals can help you deflect contact center calls with automation.

‍In Action: We developed a custom Experience Cloud site for an oil and gas company to track sales dedicated to charity programs. This initiative enables them to donate a portion of sales to local charities based on special branding at gas stations nationwide. The site also simplified the enrollment process for participating wholesalers and tracks the success of each location.

Salesforce CPQ (Configure, Price, Quote) for energy and utilities allows you to deliver the correct quote every time. Whether you’re a retail energy company or a regulated utility, industry-specific CPQ provides you with tools you need to meet your customers needs such as advanced order capture, guided selling, and support for multi-site, commodity, and non-commodity products and services.

‍In Action: We helped an energy and utilities company simplify the process of creating contracts and quotes with Salesforce. This streamlined the sales process for sales reps who can now focus on closing more deals. With Salesforce, sales reps can work more efficiently and gain back some of the time they were spending on tedious processes such as typing out contracts and searching through spreadsheets. 

From omni-channel routing, to live chat and messaging to Einstein bots, Salesforce Service Cloud provides energy and utilities companies with endless possibilities for unifying and personalizing the customer experience. With Einstein 1 for Service, you get access to everything included in the Energy & Utilities Cloud Sales & Service edition, plus Service Einstein AI, Data Cloud, Slack, and more.

Salesforce Field Service for energy and utilities enhances dispatcher productivity with a user-friendly console that easily organizes candidates by availability and skill. The scheduling and optimization engine automates resource allocation, reducing travel time and ensuring compliance with service-level agreements. With features like real-time asset tracking and work order management, Salesforce Field Service empowers your mobile workforce to operate more efficiently.

Energy and utility companies often struggle to connect data and processes across multiple software applications layered over a CIS system. A CRM for utilities unifies these processes on a single platform, enabling faster issue resolution and seamless integration with legacy CIS data. With Salesforce Data Cloud, you can drive near-real-time actions by leveraging real-time energy consumption, asset health, and performance data.