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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.

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Energy and utility companies choose the #1 Agentic CRM to lead the energy transition

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Engie customer story [Engie customer story]
Reconomy customer story [Reconomy customer story]
Centrica customer story [Centrica customer story]
Veolia customer story [Veolia customer story]

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.

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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.

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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.

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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.

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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.

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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.

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Take the first step with the #1 Agentic CRM for utilities

Demo of utility digital transformation journey. [Demo of utility digital transformation journey.]
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.

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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

A customer overview dashboard containing notifications and quick actions. [A customer overview dashboard containing notifications and quick actions.]

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 worlds most trusted data, AI, and CRM platform.

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Energy sales console containing key insights. [Energy sales console containing key insights.]

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.

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Energy & Utilities Cloud: Clean Energy Program Management [Energy & Utilities Cloud: Clean Energy Program Management]

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.

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A mobile field service view of PV system inspection portal. [A mobile field service view of PV system inspection portal.]

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.

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Widgets of energy customer engagement on various devices such as mobile, laptop, pads, etc. [Widgets of energy customer engagement on various devices such as mobile, laptop, pads, etc.]

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.

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

A landing page that helps manage oil and gas upstream costs, safety and stakeholders. [A landing page that helps manage oil and gas upstream costs, safety and stakeholders.]

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.

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A landing page that helps manage oil and gas upstream costs, safety and stakeholders. [A landing page that helps manage oil and gas upstream costs, safety and stakeholders.]

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.

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Astro with a pull form for Kenton Petroleum. [Astro with a pull form for Kenton Petroleum.]

Modernize downstream oil and gas enterprises

Unlock value from the thriving network of suppliers, customers, and partners as demand for refined products evolves.

Learn more
Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard. [Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard.]

Optimize oilfield services and equipment

Create trust, transparency, and responsiveness that sets you apart in an increasingly competitive oilfield services and equipment marketplace.

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Transform your business with energy and utilities technology made for your industry

Power and Gas

Power industry transition in the energy and utility sector.

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Oil and Gas

Fuel innovation in the evolving oil and gas industry.

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Salesforce has become our global customer service platform. We can see everything were doing and everything weve done. It makes it easier for our people to do things in a standard way and in a smarter way.

Terence Sorrell
Business Solutions Manager, Connected Home
Read the story

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

  • Resources
  • Events
Super-Powered: How AI Scales Energy and Utility Operations to Benefit People and Planet [Super-Powered: How AI Scales Energy and Utility Operations to Benefit People and Planet]

Super-Powered: How AI Scales Energy and Utility Operations to Benefit People and Planet

Watch now
Trends in Sales Operations report [Trends in Sales Operations report]

Lead the Energy Transition with Data and AI

Watch the video
4 Ways to be Agile During the Biggest Energy Opportunity in 100 Years [4 Ways to be Agile During the Biggest Energy Opportunity in 100 Years]

Webinar: Untapped Data is Untapped Potential

Watch now
Creating the Connected Utility [Creating the Connected Utility]

Webinar: The future of AI Customer Service

Watch now

Ready to take the next step with the world's #1 Agentic CRM for energy & utilities?

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Try for free.

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

What is a CRM for the Energy & Utilities industry?

Customer relationship management (CRM) for utilities and energy industry is a system for managing all of your companys interactions with current and potential customers, and managing critical information like energy usage, billing, product adoption, trade ally transactions, and field service data.

How are CRMs used in the Energy & Utilities industry?

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.

Why is an Energy & Utilities CRM important for my business?

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.

What are the benefits of using a CRM for Energy & Utilities?

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.

How do I choose the best CRM for my Energy & Utilities business?

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.

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