Salesforce has introduced Clean Energy Programme Management for Energy & Utilities Cloud. This solution targets to increase customer participation in clean energy programmes.
The Energy & Utilities Cloud is built on the Einstein 1 Platform, Salesforce’s customer platform. The Einstein 1 Platform helps organisations take advantage of their data to enhance customer experiences and enhance employee productivity with AI. Ultimately, Salesforce aims to improve profitability for customers with CRM, AI, and data.
The cloud platform has different modules that serve separate functions. One of them is the Clean Energy Program Management. This helps utilities manage clean energy initiatives with connected data — like energy usage and billing information — and engagement to promote relevant programmes. It digitises 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.
The Program Management Console helps to manage residential, commercial, and industrial programmes 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.
Salesforce Automation
It has Automation from Salesforce Flow, built-in data validations, and pre built formulas to calculate energy savings and incentives. It also helps utilities reduce human error by collecting regulatory-required data during the application process, while dashboards track program milestones, performance, and goals.
The Customer Self-Service Portal helps utility customers discover and learn about energy efficiency programs and offers. Customers can then apply for programs, be matched with a service provider, and even receive their benefits.
Contractor Portal is where outside contractors communicate and collaborate with utilities, providing a central hub to enrol in programmes, 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.
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“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 Programme 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,” said Linda Saunders, Salesforce Director Engineering Solutions Africa.