Today, Salesforce introduced Clean Energy Program Management for Energy & Utilities Cloud. This new solution streamlines the launch, management, and oversight of energy efficiency, conservation, electrification, and EV charging programs to help electric, gas, and water utilities increase customer participation in clean energy programs.

Why it’s relevant: In September 2023, the UK Government announced further changes to its Net Zero plans, pledging to help ease financial costs on families. In the context of an uncertain policy environment, the energy industry has the opportunity to lead the climate transition in a positive way by taking advantage of technological innovations to streamline and simplify sustainability programs, and in turn will make it easier for customers to find ways to save money.

Innovation in action: Energy & Utilities Cloud is built on the Einstein 1 Platform, Salesforce’s trusted customer platform. The Einstein 1 Platform helps organizations safely take advantage of their data to create better customer experiences and enhance employee productivity with AI to improve profitability for customers with CRM, AI, and data. 

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Clean Energy Program Management helps utilities manage clean energy initiatives with connected data — like energy usage and billing information — and personalized engagement to promote relevant programs. It digitizes and simplifies the application process for customers, participating contractors, and utility program staff to help increase clean energy and energy efficiency program enrollment, electric vehicle adoption, and more.

• Program Management Console makes it easy to manage residential, commercial, and industrial programs with targets for energy savings, water conservation, compliance, number of homes served, and more. From the console, program managers can track and manage applications, as well as monitor program performance and budgets. Automation from Salesforce Flow, built-in data validations, and prebuilt formulas to calculate energy savings and incentives, help utilities reduce human error by collecting regulatory-required data during the application process, while dashboards track program milestones, performance, and goals. 
• Customer Self-Service Portal helps utility customers discover and learn about energy efficiency programs and offers. The portal provides an intuitive experience, empowering customers to easily search and access available rebates, incentives, new rates, and income-qualified offers. Customers can then apply for programs, be matched with a service provider, and even receive their benefits — right from their energy retailer or utility’s website.  
• Contractor Portal makes it easy for outside contractors to communicate and collaborate with utilities, providing a central hub to enroll in programs, discover leads, and upload work in bulk. Automation simplifies the management of rebate applications and invoices to help contractors and their customers get reimbursed faster, even as the volume of work grows. 

Salesforce perspective: “The energy and utilities sector has a once in-a-lifetime opportunity to guide their customers toward a clean and sustainable future. With Clean Energy Program Management on Salesforce’s trusted AI, data, and CRM platform, energy and utility companies can create strong and lasting partnerships with their customers and communities, helping us all get to net zero faster.” – Kelly James, GM and SVP, Energy & Utilities 

Learn more:

• See a demo of how Clean Energy Program Management works
• Learn more about Energy & Utilities Cloud 
• See how energy customers like Sunnova are using Salesforce to accelerate the transition to clean energy