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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Salesforce Agentforce Energy & Utilities is a purpose-built CRM platform tailored to the evolving needs of energy providers and utility companies. It centralizes customer, billing, asset, and operational data into a unified system. AI-powered automation enhances contact center performance with intelligent chat, digital self-service, and multi-channel engagement. Sales teams benefit from industry-specific configure, price, and quote capabilities designed for complex energy products and services. Order management and guided selling streamline customer acquisition and retention processes. The platform includes a comprehensive industry data model that supports both regulated and competitive markets. Clean energy program management tools help utilities track conservation initiatives and sustainability efforts. Field service and asset management features optimize workforce productivity and operational costs. Integration with Data 360, Tableau, MuleSoft, and business intelligence tools enhances analytics and decision-making. Agentforce Energy & Utilities empowers organizations to modernize operations, improve customer satisfaction, and accelerate digital transformation.

Description

Salesforce Agentforce Revenue Management is a powerful CPQ and revenue optimization platform designed to streamline the entire quote-to-cash lifecycle. It connects product catalogs, pricing, contracts, orders, and billing within a single, AI-powered environment. Sales teams can generate accurate quotes instantly using a familiar, spreadsheet-like interface that improves usability and speed. Guided selling flows ensure compliance with pricing policies and discount thresholds. Automated approvals and configurable rules help minimize revenue leakage and operational risk. The unified product catalog reduces SKU complexity while supporting multi-channel sales strategies. Self-service and API-first capabilities enable seamless integration with ecommerce and partner sales channels. AI-driven deal management enhances collaboration while maintaining secure, role-based access. Real-time data insights support better forecasting and revenue planning. Agentforce Revenue Management empowers businesses to scale revenue operations efficiently and close more opportunities with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
CDS Visual
CloudHub
Collate
Gearset
Journeys
Ledge
Propel
Salesforce CPQ
Salesforce Data 360
Sculptor CPQ
Slack
Tableau

Integrations

Salesforce
CDS Visual
CloudHub
Collate
Gearset
Journeys
Ledge
Propel
Salesforce CPQ
Salesforce Data 360
Sculptor CPQ
Slack
Tableau

Pricing Details

$275 per month
Free Trial
Free Version

Pricing Details

$75 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/energy-utilities/cloud/

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/cpq/

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Alternatives

Alternatives

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