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Salesforce for Energy & Utilities
Lead the energy transition with AI agents built for utilities
Adapt and thrive in the expanding energy economy with Salesforce — the #1 Agentic CRM. Unify your customer and asset data, deploy AI agents across service, field, and sales operations, and surface real-time insights that keep customers at the center and the grid running reliably.
Energy and utility companies choose the #1 Agentic CRM to lead the energy transition
Your path to becoming an Agentic Enterprise in energy and utilities starts here
From grid operations to customer engagement, these five interconnected systems bring humans, agents, and platforms together to drive trusted, governed action across the energy value chain.
System of engagement
Connect field crews, sales and service teams, and agents where work actually happens
Keep field crews, sales and service teams, and AI agents aligned in one collaborative workspace without context switching, or dropped handoffs.
System of insight
See what's coming before your customers do
Surface governed intelligence, from demand forecasts to asset health scores - when teams need to act.
System of agency
Build, govern, and scale agents across energy operations
Deploy trusted and auditable agents for outage response, rate case work, and field ops - at grid scale.
System of work
AI that runs inside your Energy & Utilities workflows - not on top of them
Agentforce for Energy & Utilities powers field service, billing inquiries, and rate comparisons - within the rules your business runs on.
System of context
Unify your energy data — without moving it
Give every agent, human or AI, a complete, governed view of grid, asset, and customer data across every system.
Take the first step with the #1 Agentic 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 #1 Agentic CRM for utilities and energy companies.
And the proof is in the numbers
27
%
faster application deployment
Deploy agents and apps faster and easier with pre-built agent skills and industry-specific tools.
22
%
decrease in IT costs
Click, don't code. AI that's easy to customize cuts complexity and keeps your cost base lean.
24
%
fewer custom-built IT systems
Three releases a year bring new pre-built agent skills so your team spends less time rebuilding and more time running.
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
Manage oil and gas upstream costs, safety, and stakeholders
Connect stakeholders and assets across the value chain to get the most value from the growing upstream ecosystem using our oil production management software.
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.
Modernize downstream oil and gas enterprises
Unlock value from the thriving network of suppliers, customers, and partners as demand for refined products evolves.
Optimize oilfield services and equipment
Create trust, transparency, and responsiveness that sets you apart in an increasingly competitive oilfield services and equipment marketplace.
Salesforce has become our global customer service platform. We can see everything we’re doing and everything we’ve done. It makes it easier for our people to do things in a standard way — and in a smarter way.
Terence SorrellBusiness Solutions Manager, Connected Home
Check out how these purpose-built solutions for oil and gas can help your business
Super-Powered: How AI Scales Energy and Utility Operations to Benefit People and Planet
Lead the Energy Transition with Data and AI
Webinar: Untapped Data is Untapped Potential
Webinar: The future of AI Customer Service
Explore what's next for energy & utilities at Dreamforce
Register 3+ and get $999 USD passes for your team.
Ready to take the next step with the world's #1 Agentic CRM for energy & utilities?
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Start building on Energy & Utilities Cloud for free with one of our trial environments, custom configured to suit your needs.
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Energy & Utilities Cloud 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.
