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Energy & Utilities Cloud: Clean Energy Programme Management

Clean Energy Programme Management

Drive adoption in utility clean energy programmes, connect your customers with energy efficiency and electrification resources and streamline contractor participation with a CRM and AI on the Agentforce 360 Platform.

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One platform for all your energy programme management needs.

Energy & Utilities Cloud features clean energy programme management capabilities on a shared CRM platform. With cost-saving automation, personalised insights and real-time data, energy and water utilities can drive customer adoption to meet ambitious sustainability goals.

Portals for programme summary and application status.

Powerful command centre for programme management.

Programme Management Console

  • Manage from a single administrative view. The Programme Management Console pulls data and combines workflows from multiple sources into a single dashboard view; creating a command centre for everything from customer enrolment and participation to contractor management and order fulfilment.
  • Track and report programme impact in real time. Monitor and report on programme 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 programme 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 programme performance. All this can be built with clicks, not code, using Salesforce OmniScripts and preconfigured integrations for energy from MuleSoft.
A dashboard for electricity usage and a product portal for EV Charger.

Personalised customer self-service experience.

Customer Self-Serve Portal

  • Streamline enrolment and eligibility. Digitalise the application process, automate verifications and approvals and guide enrolment with personalised 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 any time, anywhere. Integrate into each customer's utility account and offer 24/7 programme support with web- and chat-enabled service on any mobile device.

A dashboard containing the details of all leads and a job posting portal.

Optimised 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 programme 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.

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Field Service

Streamline field operations. Train a new energy workforce to improve on-site safety and efficiency.

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Data Cloud

Get AI insight from diverse data sources and automate workflows across your Salesforce applications.

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MuleSoft

Instantly connect a growing list of energy and utility applications and data with speed and scale.

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Tableau

Transform energy and customer data into actionable insights and processes.

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Revenue Cloud Configure Price Quote (CPQ) and Product Catatalogues

Customise catalogues of new, non-commodity products and services on the world's leading CPQ.

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Build the perfect Clean Energy Programme Management solution with our help.

Build the perfect clean energy programme 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
  • Customise the final result with apps, services, support
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Dave Adkins, Head of ConnectNow, National Grid

Around 90% of the new generators we are supporting are delivering greener and cleaner energy.

Dave Adkins
Head of ConnectNow, National Grid

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Energy Customer and Asset Management FAQs

Energy management is the proactive and systematic monitoring, control and optimisation of energy consumption. Utility programmes use administrative and data collection tools to incentivise energy management by co-ordinating 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, optimising energy consumption and decreasing energy costs.

Utilities stitch together software applications to help them to run various aspects of their programmes. 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 programme management software. A renewable energy asset management software CRM can fulfil many programme management administrative needs while extending benefits to the overall utility customer experience with a wide range of functionalities.