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Accelerate Your Digital Transformation in Energy and Utilities

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how Salesforce can help you meet today’s high customer expectations.
  • Explore how Salesforce can solve your integration challenges and increase accuracy and productivity.

You’ve seen how Energy & Utilities Cloud is a holistic solution for the business challenges in your industry. In this final unit, explore a few key areas where Salesforce can make a big impact and help you remain competitive and meet evolving customer expectations in the modern business landscape.

Connect Legacy Systems Seamlessly

With Energy & Utilities Cloud, you can seamlessly connect your company’s legacy software and systems. First, use Omnistudio’s low-code tools to create guided interactions and user experiences. Build custom forms and workflows without extensive and expensive coding to make it easier for your team to adapt to new processes.

To help you automate complex business logic, use the Business Rules Engine. Set up rules that handle tasks like customer onboarding, service requests, and billing processes. This automation saves time, reduces errors, and ensures that your operations run smoothly.

MuleSoft can help you integrate with external billing systems and other applications. Connect to a wide range of systems, including systems that manage billing, customer data, and more. MuleSoft ensures that data flows seamlessly between your legacy systems and Salesforce.

Finally, your software developers can use the API Suite to provide API endpoints for seamless integration. Expose data and services to other applications to allow for real-time data exchange. This integration enhances your system’s flexibility and scalability, making it easier to adapt to future needs.

Transform Customer Relationships

Forward-looking businesses today are transforming their sales processes and customer relationships with the #1 CRM, Salesforce. When you centralize customer data, you make that data easy to access and manage. You gain a comprehensive view of each customer, including their preferences, history, and interactions. This helps you personalize your communications and offers, enhancing customer satisfaction.

Task automation in sales, such as lead management and follow-ups, can save you time and improve efficiency. Meanwhile, analytics can help you identify trends and opportunities, allowing you to make data-driven decisions. It’s all about closing deals faster and building stronger relationships.

Engage customers through email, social media, and mobile apps for a seamless, consistent experience. By using Energy & Utilities Cloud, you can meet new customer expectations and stay ahead in a competitive market.

Scale Operations with Agentforce

From increased competition due to deregulation to the need for sustainable and renewable energy sources, the power and utilities sector is rapidly evolving. Meanwhile, managing an aging infrastructure and workforce, while meeting evolving customer expectations for digital services, is no small feat. With Agentforce, you can envision a future where your digital transformation not only meets these challenges but also creates new opportunities for growth and efficiency.

Agentforce is our platform for creating and managing AI agents. (Check out Introduction to Agentforce to learn more.) Employees and AI agents drive success together on Energy & Utilities Cloud. Think of AI as your new assistant that helps your workforce do their job with more insight, speed, and even empathy than ever before.

You can certainly build agents entirely on your own with our no-code and low-code platform. But when you start with the free, prebuilt AI agents for common tasks such as account and billing queries, you can drive value quickly and free your employees to focus on more complex, strategic tasks. Consider using Agentforce to help with these types of roles.

  • Customer service energy advisors
  • Billing advisors
  • Sales agents
  • Marketing coordinators
  • Field work service and support agents
  • Finance department
  • HR and contractor management departments

Conceptual depiction of Agentforce between Salesforce product icons and Data Cloud.

Real-time data analytics is a strategic innovation. Agentforce enables you to gather and analyze data in real-time, providing insights that help you make informed decisions. Use this data to optimize operations, predict maintenance needs, and even forecast energy demand. The result? You can reduce costs, improve service, and enhance customer satisfaction.

Customer-centric services are at the heart of Agentforce’s capabilities. Imagine a world where your customers can pay their bills online, receive status updates through social media, and get personalized communications. This level of engagement not only meets modern customer expectations but also builds trust and loyalty.

Agentforce is more than just a set of tools; it’s a digital workforce that scales your operations, enhances your services, and positions you for a sustainable future and digital transformation.

Wrap Up

You’ve just explored the Salesforce solutions that meet the array of business needs for energy and utilities companies. Now that you understand how the world’s #1 CRM is purpose-built for your industry, we hope you’ll take a closer look and reach out for more details.

Resources

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