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Lead the energy transition with Agentforce for Energy & Utilities.

Adapt and thrive in the expanding energy economy with responsive, personalized service that keeps customers at the center. With Agentforce, energy and utility companies engage customers, educate stakeholders, track assets, manage suppliers and mobilize the field, on the industry-leading CRM for utilities and energy companies.

Energy companies trust Salesforce with their digital transformation.

  

Demo of utility digital transformation journey.

Take the first step with Salesforce CRM for utilities.

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.

With Energy and Utilities Cloud as the foundation, build your service, sales, and customer operations solution:

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Get more value out of AI with Industries AI.

Learn how to create prompts for your business needs and bring them into the flow of work.

Success Ecosystem.

Maximize ROI with the #1 Success Ecosystem.

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 Energy CRM FAQ

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.