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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

For three decades, VertexOne has been empowering utilities and energy firms throughout North America to undergo digital transformation and refine their business processes. Our range of solutions encompasses the entire meter-to-cash journey, enhancing both customer and employee experiences. Whether you're looking to adopt impactful customer engagement strategies, upgrade your billing and customer information systems, or harness the advantages of automation and data analytics, VertexOne is your go-to partner. Our products are versatile, capable of functioning as part of an all-encompassing meter-to-cash platform or as independent solutions within your existing technology framework. In the realm of information technology providers, having experience is paramount. With an extensive selection of utility technology offerings, VertexOne provides ideal solutions for utility and service organizations of any scale. Over the years, we have consistently supported utilities and energy providers in effectively serving their communities, solidifying our commitment to excellence in the industry. As we continue to innovate, our focus remains on delivering exceptional value to our clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CloudHub Yes 
Salesforce Yes 
Salesforce Data 360 Yes 
Slack Yes 
Tableau Yes 

Integrations

CloudHub No 
Salesforce No 
Salesforce Data 360 No 
Slack No 
Tableau No 

Pricing Details

$275 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

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

Vendor Details

Company Name

Vertex

Founded

1996

Country

United States

Website

vertexone.net

Product Features

Utility Billing

ACH Payment Processing Yes 
Account Management Yes 
Billing & Invoicing Yes 
Cable No 
Collections Management Yes 
Customer Management Yes 
Electricity Yes 
Meter Management Yes 
Metered Billing Yes 
Move In / Move Out Yes 
Natural Gas Yes 
Non-Metered Billing Yes 
Online Payment Processing Yes 
Penalty / Cut-Off Processing Yes 
Rate Management Yes 
Service Call Management Yes 
Trash No 
Water Yes 
Work Order Management Yes 

Alternatives

Alternatives

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WMTC Utility Billing System

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EnergyIP

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