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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
CDS Visual No 
CloudHub Yes 
Collate No 
Gearset No 
Ledge No 
Propel No 
RenderDraw Journeys No 
RenderDraw TakeOff Automation No 
Salesforce CPQ No 
Salesforce Data 360 Yes 
Sculptor CPQ No 
Slack Yes 
Tableau Yes 

Integrations

Salesforce Yes 
CDS Visual Yes 
CloudHub No 
Collate Yes 
Gearset Yes 
Ledge Yes 
Propel Yes 
RenderDraw Journeys Yes 
RenderDraw TakeOff Automation Yes 
Salesforce CPQ Yes 
Salesforce Data 360 No 
Sculptor CPQ Yes 
Slack No 
Tableau No 

Pricing Details

$275 per month
Free Trial Yes 
Free Version No 

Pricing Details

$75 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

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