Salesforce for Energy & Utilities
Power smarter operations and sustainable experiences. From renewables to customer billing, Salesforce gives energy and utility providers the tools to transform outdated processes, connect stakeholders, and scale innovation.
“Technology is the enabler — but people and processes are what power change. With Salesforce, we connect all three.”
Ben Coleman, CEO, Performa IT
Why Salesforce for Energy & Utilities?
The sector is facing increased pressure to modernise, reduce carbon emissions, and improve customer experience — all while managing complex infrastructures and regulations. Salesforce is the platform that helps you do it all.
Use it to:
- Deliver consistent, omni-channel customer service
- Improve field operations with intelligent scheduling
- Connect siloed systems to one platform
- Track sustainability goals and compliance
- Support smart grids and IoT integrations
- Unlock real-time reporting and predictive analytics
What we can help you do
Customer Experience & Service
Modernise your contact centres with a 360° view of every customer. Provide support via chat, phone, email, or self-service — all from a single dashboard.
Field Service & Technician Enablement
Use Field Service Lightning to optimise appointments, deploy mobile workers, and provide real-time updates to technicians in the field.
Sustainability & Regulation
Track environmental targets, automate compliance reports, and use real-time dashboards to demonstrate ESG efforts to stakeholders.
Platform Integration
Connect Salesforce with metering systems, billing platforms, payment gateways, and external data sources to remove silos and improve visibility.
Stakeholder Engagement
Create portals for suppliers, communities, partners, or investors to securely collaborate, share resources, and drive value.
Trusted by global organisations
Case studies in Travel and hospitality
Frequently asked questions
Can Salesforce integrate with metering and billing platforms?
Yes — our team regularly integrates Salesforce with legacy billing systems, smart meters, and customer portals.
Does Salesforce help with sustainability and ESG reporting?
Absolutely. We can configure dashboards and reporting tools to monitor carbon usage, compliance, and ESG initiatives.
Is it suitable for both small suppliers and national grids?
Yes — Salesforce is flexible and scalable. We work with startups, NGOs, and large public bodies across energy and utilities.
Can it improve field service operations?
Yes — with intelligent scheduling, mobile technician apps, and real-time updates via Field Service Lightning.
Can we manage both B2C and B2B relationships in Salesforce?
Definitely. Salesforce supports complex account hierarchies, role-based views, and tailored experiences for every stakeholder.
What about stakeholder portals or grant management?
Salesforce Experience Cloud allows you to build branded, secure portals for stakeholders, partners, or grant applicants.
Can we get insights on outages, usage or demand spikes?
Yes — with AI-powered analytics and real-time reporting, you can surface patterns and respond faster.
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
