Energy & Utilities
Customer engagement and field operations for energy providers
We help utilities and energy companies modernize customer service, field workforce management, and commercial sales processes on Salesforce.
Our Approach
Energy and utilities companies face a once-in-a-generation transformation: the shift to distributed energy, customer-owned generation, and digital-first service expectations. We bring Salesforce expertise across commercial energy sales, residential customer service, and field workforce management — helping utilities modernize while managing the complexity of regulated operations.
Common Challenges We Solve
- Customer service volume from billing disputes, outage inquiries, and service requests
- Field workforce scheduling, safety compliance, and mobile tooling
- Commercial and industrial customer relationship management at scale
- Renewable energy and EV-driven demand for new rate products and self-service
- Legacy system integration for billing, SCADA, and asset management
How We Help
Service Cloud for customer operations
Implement case management, outage communication automation, and agent-facing knowledge bases for customer service teams.
Field Service Lightning
Deploy FSL for scheduling optimization, mobile technician tools, and safety checklist compliance for field crews.
Commercial sales process
Build a Sales Cloud implementation for C&I sales teams managing complex rate negotiations, contracts, and renewals.
Self-service portal
Launch a customer-facing Experience Cloud portal for bill payment, usage monitoring, service requests, and EV program enrollment.
Salesforce Solutions We Deploy
- Service Cloud for customer care operations
- Field Service Lightning for field workforce
- Sales Cloud for commercial customer management
- Experience Cloud for customer self-service portals
- MuleSoft for billing and meter data integration
- Salesforce Flow for service request automation
Summit
Salesforce partner tier
300+
Total projects delivered
200+
Salesforce certifications on our team
99%
Customer satisfaction score
Other Industries We Serve
View allFinancial Services
Salesforce solutions for banks, insurers, and wealth managers
Healthcare & Life Sciences
Connecting care teams, patients, and operations on Salesforce
Retail & Consumer Goods
B2B and B2C commerce and loyalty on Salesforce
Manufacturing
Field service, CPQ, and dealer portals for manufacturers
Frequently Asked Questions
How does Salesforce help energy and utility companies?
Energy and utility companies use Salesforce for customer service (billing inquiries, outage management), field service for technician dispatch, asset tracking, and commercial energy contract sales.
Can Salesforce manage customer service at utility scale?
Yes. Service Cloud handles high-volume customer service with Agentforce AI for self-service and Field Service for on-site management. We've implemented Service Cloud for utilities serving 500,000+ customers.
What is field service management in the energy sector?
Field Service manages technician dispatch for installations, repairs, inspections, and emergency response — with mobile apps, scheduling optimization, and real-time dispatcher tracking.
Can Salesforce integrate with utility billing systems?
Yes. We build integrations between Salesforce and utility billing platforms including SAP IS-U, Oracle CC&B, and Landis+Gyr — surfacing billing data in customer service cases without agents switching systems.
Ready to transform your Energy & Utilities operations?
Let's talk about what Salesforce can do for your organization.