Manage Programs and Operations Efficiently
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how Clean Energy Programs and the Program Management Console help you run energy-saving initiatives.
- Explain how the Field Service for Energy and Utilities app helps you manage short-cycle work.
Create and Deploy Clean Energy Programs
Now let’s explore how Salesforce tools make it easier for you to run energy-saving initiatives.
Many power companies are deploying clean energy initiatives with their customers. If you want to make a positive impact on the environment and engage your customers in clean energy initiatives, Salesforce Energy & Utilities Cloud is just the solution. Let’s see how you can use Salesforce capabilities to manage and deploy these programs effectively.
Create a Complete View with the Program Management Console
Stay organized and up-to-date with the Salesforce Program Management Console, a single dashboard to track and manage your clean energy programs.
You can centralize information and view all relevant data about your clean energy programs, including program details, customer participation, and progress metrics in one place. The console allows you to monitor the progress of each program in real time. For example, see how many customers have signed up, the impact of the programs, or any issues that need attention. Collaborate with program managers, customer service, and marketing using built-in communication tools to ensure everyone is aligned and working together efficiently.
Enable Customers to Choose Energy-Saving Measures
You won’t have much of a program without customers, so make it easy for them to choose and participate in your energy-saving measures. Here’s how Energy & Utilities Cloud can help.
Use Salesforce Marketing Cloud Account Engagement (an add-on) to segment your customers based on their energy usage and preferences. This lets you send personalized recommendations for energy-saving measures. With Salesforce Marketing Cloud, you can create engaging content and campaigns to educate customers about the benefits of your clean energy program and encourage them to participate.
Use Salesforce Community Cloud to create a portal where customers can sign up for programs, track their progress, and access resources. This makes it easy for them to get involved and stay engaged. With Salesforce Energy & Utilities Cloud, you can create and deploy clean energy programs that not only benefit the environment but also enhance customer satisfaction and loyalty.
Build Collaboration with a Contractor Portal
To improve efficiency and clarity with business partners, set up an external-facing web site, or portal, where your contractors can view and update their own partner accounts, enroll in clean energy programs, and collaborate with service companies.
With the Contractor Hub in Energy & Utilities Cloud, you can centralize contractor management and help customers discover your programs. Create a single, secure platform where contractors can register, update their profiles, and find new projects. You can manage contractor onboarding, compliance, and performance in one place, and simplify communication to ensure everyone is aligned. All of this helps you to enhance transparency and efficiency and build stronger relationships with contractors–which ultimately leads to better outcomes and more reliable services.
Next, let’s take a look at how Salesforce can help you efficiently manage field service operations.
Manage Short-Cycle Work with Field Service
Want to remove unnecessary manual steps in your operations while reducing downtime and increasing productivity? Consider the benefits of the Field Service for Energy and Utilities: Short Cycle Work app. Efficiency and safety for your mobile service team appointments is right around the corner.
As a daily activity, you’re already scheduling and dispatching technicians. You ensure that the right person is sent to the right job at the right time. With this purpose-built app that connects to Energy & Utilities Cloud, you can track the status of each appointment, from scheduling to completion, all in one place. Provide technicians with detailed job information and customer history, so they can resolve issues quickly and effectively. Improve customer satisfaction by offering accurate appointment windows and real-time updates. While you work on customer relationships in real time, your analysts and executives can gain valuable insights through analytics, which helps you make the most of your workforce and service processes to support long-range goals.
Monitor Your Systems for Compliance
Use the audit features in Salesforce to set up your security and compliance team for success. Review activity records to help detect unauthorized access and potential security breaches. Detailed logs of user activities and customer identity verifications help you comply with regulatory requirements and detect potential cases of identity fraud.
Monitor Identity Verification
Manage compliance issues effectively with the auditing features in Energy & Utilities Cloud. Track logins and access requests to ensure that only authorized personnel can view and modify sensitive data. And create detailed logs that show who accessed what information and when. This helps you maintain a secure environment and comply with data protection regulations.
Detect Fraud and Build a Compliance Framework
Like a smooth-running engine that nobody notices, fraud detection is a process that your security operations team uses to monitor transactions and activities for unusual patterns or anomalies. Salesforce enables your company to set up alerts to notify the team about suspicious behavior, so they can investigate and address potential issues quickly. With Salesforce, create comprehensive reports to show your commitment to transparency and integrity. These features help you build a robust compliance framework that protects your company and your customers.
Let’s Recap
Now that you’ve explored Salesforce solutions for programs and operations, next take a closer look at the capabilities for digital transformation.