A customer page of an energy company outlining payment options and energy saving resources.
Agentforce 360 for Energy & Utilities

Lead the energy transition with Agentforce 360 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.

  

And the proof is in the numbers

27 %
Faster application deployment
with pre-built Agent Skills, OOTB E&U Apps, low/no-code Platform, open ecosystem & seamless integrations
22 %
Decrease in IT costs
with easy-to-customize AI, click (not code), configuration based approach, & lower code base
24 %
Reduction in number of custom-build IT systems
Reduce technical debt with 3x annual release of new pre-built Agent Skills and E&U features

What's new for energy & utilities

Drive innovation with Agentforce
Keep up with Agentforce for Energy & Utilities

From Sales and Service to Field Service, new Agentforce features give your teams the power to grow customer value for energy and utilities enterprises.

Take the first step with Salesforce CRM for utilities.

Product

Energy & Utilities Cloud

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.

Check out how these purpose-built solutions for power and utilities can help your business.

Utility Customer Experience

Put customers at the center of utility transformation. Un-silo your data and bring teams together to create seamless, personalized utility customer experiences with the world’s most trusted data, AI, and CRM platform.

Retail Energy Sales and Service

Be the first to convert your B2B energy customers with an energy broker CRM. Offer continuous customer value with agile pricing, forecasting, and portfolio optimization. AI- and data-driven quote-to-contract automation enable retail energy suppliers to offer bespoke B2B contracts in record time.

Clean Energy Program Management

Drive adoption in utility clean energy programs, connect your customers with energy efficiency and electrification resources, and streamline contractor participation with a CRM and AI on the Salesforce platform.

Field Service for Utilities

Get complete visibility into service operations and assets on the leading field service software for utilities and energy companies. From meter installations to asset maintenance to vegetation management, empower today's mobile-enabled workforce with data, AI and CRM for excellent customer service.

Omnichannel Utility Customer Service

Create seamless utility customer experiences and upskill your contact center agents at scale. Energy & Utilities Cloud on the Agentforce 360 Platform gives agents AI-powered tools and context in a single console to deliver personalized utility self service, for faster resolutions and happier customers.

Check out how these purpose-built solutions for oil and gas can help your business.

Ensure Midstream Pipeline Productivity and Safety

Streamline field operations and train a new energy workforce as you improve on-site safety, sustainability, and efficiency with midstream oil and gas software. Manage customer relationships to achieve outcomes that meet today's definition of commercial excellence.

Modernize Downstream Oil and Gas Enterprises

Unlock value from the thriving network of suppliers, customers, and partners as demand for refined products evolves. With the right downstream oil and gas software, you can optimize refining and distribution operations to be more efficient and adaptable. Collaborate across the value chain to boost profitability and ensure long-term sustainability.

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.