Salesforce Energy & Utilities Cloud
Manage leads, opportunities, and activities on an industry-specific platform – for faster deals, scalable energy products, and long-term revenue growth.
Salesforce Energy & Utilities Cloud – the leading CRM for the energy industry
With Salesforce Energy & Utilities Cloud, you can manage your customer processes from lead qualification and quote creation to revenue forecasting. We support you with strategic consulting and smooth implementation, including integration via APIs or OmniStudio processes.
Industry-optimized data models enable you to design smarter sales and service processes. You get a holistic view of your customers – including consumption and network data, assets, and service history – and can make informed decisions faster.
Routine tasks such as meter readings, contract changes, rate adjustments, or service requests are automated. This allows your team to focus on closing deals and building long-term customer relationships. At the same time, the platform grows with your business: features such as lead scoring, accurate forecasts, industry-specific CPQ for energy products, and AI analytics increase efficiency and transparency.
Dirk Seifarth
Dirk Seifarth is your expert for the strategic introduction of CRM solutions in the energy industry.
improvement in first-contact resolution rate thanks to centralized database
lower costs for service and support thanks to optimized processes
increase in sales productivity thanks to CRM support
Use Cases
Salesforce Energy & Utilities Cloud in use
Salesforce Energy & Utilities Cloud creates transparency in complex business processes – data-driven and reliable. Learn how we support energy providers with proven approaches to overcome industry-specific challenges and grow.
Onboarding customers digitally
Onboarding customers digitally
Automate onboarding, rate selection, and contract conclusion for your customers. Checks and validations run in the background. This helps you avoid errors, speed up transactions, and increase your conversion rate.
Bundling customer service and promoting self-service
Bundling customer service and promoting self-service
Combine web, app, chat, phone, and email in self-service portals. Your customers can manage moves, rate changes, or complaints themselves. This reduces the workload on your service team, speeds up processes, and increases satisfaction.
Automatically detecting errors
Automatically detecting errors
Integrate network and asset systems into CRM. The system detects failures, creates support cases, and informs customers in real time. Call volume decreases, response times are shortened, and transparency increases.
Optimizing retention and upselling
Optimizing retention and upselling
Manage contracts and rates centrally. Your system recognizes potential for rate changes, upgrades, or additional services and suggests suitable offers – for more revenue, fewer cancellations, and higher margins per customer.
Integrating smart meter data
Integrating smart meter data
Use integrated consumption and IoT data to better understand your customers’ behavior – for personalized offers, precise segmentation, and optimized demand planning.
Efficient field service planning
Efficient field service planning
Plan service and maintenance assignments based on your assets and network components. Orders are created automatically and linked to deployment plans. This allows you to use resources more efficiently and minimize downtime.
Preparing KPIs and automating reporting
Preparing KPIs and automating reporting
Bundle consumption statistics, customer metrics, and network data for internal control and regulatory requirements. Create reports at the touch of a button: legally compliant, transparent, and up-to-date.
Successful demand side management
Successful demand side management
Plan and manage campaigns directly through your CRM. Thanks to segmented targeting, real-time measurement, and dynamic adaptation, you can increase participation rates, optimize resources, and strengthen customer loyalty.
Services
Our services for the Energy & Utilities Cloud
We are your full-service partner for Salesforce Energy & Utilities Cloud – from the initial idea to tailor-made implementation and training for your team. We focus on customer and user centricity as well as regulatory compliance to ensure your long-term performance.
Process and technology consulting
We analyze your supply processes, identify potential for optimization, and develop a clear digitalization strategy for measurable increases in efficiency and transparency along the entire value chain.
License distribution
We advise you on the right licensing model and take care of your licenses for Salesforce Energy & Utilities Cloud. Our aim is to strike the perfect balance between costs and benefits and provide you with a future-proof platform.
Implementation and integration
Our certified experts implement Salesforce Energy & Utilities Cloud and integrate it into your existing IT environment. In doing so, they stay as close to the standard as possible and ensure stable, secure operation.
Individualization
If your business processes require more functions than the standard version offers, we develop custom extensions. Our team works to ensure that your Energy & Utilities Cloud is tailored precisely to your requirements.
Managed services
We are happy to take care of the administration, customization, and operation of your CRM. We ensure that your systems run smoothly while you can focus fully on your core business and your customers.
Training
Our Academy provides training for the successful use of the Energy & Utilities Cloud – with practical individual and group training courses. You can book the training courses at any time, even independently of joint projects.
Salesforce CRM platform
Stronger in combination with other clouds
Whether it’s network operations, customer service, billing, or data management, Salesforce Energy & Utilities Cloud is a real growth engine thanks to its close integration with the entire Salesforce platform.
Integrations
Seamlessly connected to your core systems
With Salesforce Energy & Utilities Cloud, we seamlessly integrate network and billing systems, smart metering, and business intelligence into your IT landscape. Automated end-to-end processes ensure consistent data, meet regulatory requirements, and accelerate the energy transition – for a sustainable customer experience.
FAQ
You have the questions – we have the answers
We know that Energy & Utilities Cloud projects can be complex. That’s why we’ve compiled and answered the most frequently asked questions for you.
Salesforce Energy & Utilities Cloud offers energy and utility companies a wide range of features: it combines omnichannel service with role-based sales apps and integrates CPQ functions for bundling and discounts. This is complemented by industry-specific tariff and product catalogs as well as powerful field service tools.
Together, these applications enable end-to-end process integration – from quoting and sales to network and service management. The solution supports regulatory compliance and lays the foundation for a sustainable customer experience.
Salesforce Energy & Utilities Cloud is designed for energy suppliers, municipal utilities, water, heating, electricity, and gas companies, as well as all businesses in the renewable energy sector that want to digitize their customer relationships and business processes.
It bundles industry-specific functions for sales, service, and field service and combines them with integrated CRM, self-service offerings, real-time data, automated workflows, and seamless interfaces to billing and customer systems.
Salesforce Energy & Utilities Cloud gives energy and utility companies a clear competitive advantage: it creates transparency in all customer relationships, enables fast and informed decisions, and reduces costs through automated processes. Customers benefit from personalized services and self-service offerings that have been proven to increase satisfaction.
Companies achieve greater efficiency, shorten time-to-market, and increase revenue potential. At the same time, the platform remains flexibly scalable, supporting future-proof development.
Salesforce Energy & Utilities Cloud integrates seamlessly with all common billing and customer information systems (CIS). Companies can use existing integration processes or create custom connections via MuleSoft and APIs.
As a central platform for customer management and service control, the cloud complements existing systems. This creates a consistent customer experience while significantly improving process efficiency.
The cost of Salesforce Energy & Utilities Cloud depends largely on the desired range of functions, the number of users, and consulting, implementation, and customization.
Energy and utility companies thus receive a high-performance CRM system that can be flexibly tailored to their individual requirements. We are happy to assist you in selecting the right license and getting started successfully.
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